SG11202001259YA - System and method for financial planning, advice and management - Google Patents
System and method for financial planning, advice and managementInfo
- Publication number
- SG11202001259YA SG11202001259YA SG11202001259YA SG11202001259YA SG11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA
- Authority
- SG
- Singapore
- Prior art keywords
- advice
- management
- financial planning
- financial
- planning
- Prior art date
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Development Economics (AREA)
- Technology Law (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Economics (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Entrepreneurship & Innovation (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Operations Research (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Applications Claiming Priority (3)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US201762547786P | 2017-08-19 | 2017-08-19 | |
US15/960,637 US20190057449A1 (en) | 2017-08-19 | 2018-04-24 | System and method for financial planning, advice and management |
PCT/US2018/045706 WO2019040281A1 (en) | 2017-08-19 | 2018-08-08 | System and method for financial planning, advice and management |
Publications (1)
Publication Number | Publication Date |
---|---|
SG11202001259YA true SG11202001259YA (en) | 2020-03-30 |
Family
ID=65361562
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
SG11202001259YA SG11202001259YA (en) | 2017-08-19 | 2018-08-08 | System and method for financial planning, advice and management |
Country Status (7)
Country | Link |
---|---|
US (1) | US20190057449A1 (en) |
JP (1) | JP2020532029A (en) |
AU (1) | AU2018321259A1 (en) |
CA (1) | CA3073351A1 (en) |
MX (1) | MX2020001878A (en) |
SG (1) | SG11202001259YA (en) |
WO (1) | WO2019040281A1 (en) |
Families Citing this family (7)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US10997552B2 (en) * | 2017-03-15 | 2021-05-04 | Walmart Apollo, Llc | System and method for determination and management of root cause for inventory problems |
US10963972B1 (en) * | 2018-03-06 | 2021-03-30 | Wells Fargo Bank, N.A. | Adaptive life advisor system |
US20210073930A1 (en) * | 2019-09-05 | 2021-03-11 | Evalyoo, Inc. | Commercial real estate evaluation, valuation, and recommendation |
US20220318903A1 (en) * | 2021-03-31 | 2022-10-06 | Intuit Inc. | Machine learning based prediction for multiple currency goals |
JP7171955B1 (en) * | 2022-03-22 | 2022-11-15 | 株式会社モニクル | How to propose multiple financial instruments and/or schemes |
US20240112259A1 (en) * | 2022-10-03 | 2024-04-04 | Bank Of America Corporation | Real time system, with automatic trade execution, for integrating trading account security with associate investment policy (aip) governance |
US20240112260A1 (en) * | 2022-10-03 | 2024-04-04 | Bank Of America Corporation | Real time system for integrating trading account security with associate investment policy (aip) governance |
Family Cites Families (5)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US7921048B2 (en) * | 1999-11-01 | 2011-04-05 | Accenture Global Services Gmbh | Financial planning and counseling system projecting user cash flow |
US7610233B1 (en) * | 1999-12-22 | 2009-10-27 | Accenture, Llp | System, method and article of manufacture for initiation of bidding in a virtual trade financial environment |
AU2001227845A1 (en) * | 2000-01-14 | 2001-07-24 | Optionwealth, Inc. | Method and apparatus for managing and optimizing stock options |
JP2007515017A (en) * | 2003-12-17 | 2007-06-07 | デイビツド ビー ルーパー | Method and system for providing investment advice |
US8370243B1 (en) * | 2008-09-01 | 2013-02-05 | Prospercuity, LLC | Financial planner and portfolio simulator |
-
2018
- 2018-04-24 US US15/960,637 patent/US20190057449A1/en not_active Abandoned
- 2018-08-08 SG SG11202001259YA patent/SG11202001259YA/en unknown
- 2018-08-08 MX MX2020001878A patent/MX2020001878A/en unknown
- 2018-08-08 WO PCT/US2018/045706 patent/WO2019040281A1/en active Application Filing
- 2018-08-08 AU AU2018321259A patent/AU2018321259A1/en not_active Abandoned
- 2018-08-08 CA CA3073351A patent/CA3073351A1/en not_active Abandoned
- 2018-08-08 JP JP2020531555A patent/JP2020532029A/en active Pending
Also Published As
Publication number | Publication date |
---|---|
AU2018321259A1 (en) | 2020-02-27 |
MX2020001878A (en) | 2020-09-25 |
WO2019040281A1 (en) | 2019-02-28 |
CA3073351A1 (en) | 2019-02-28 |
US20190057449A1 (en) | 2019-02-21 |
JP2020532029A (en) | 2020-11-05 |
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