Configuring method for accelerating finance advisory service

A consulting service, financial technology, applied in the field of financial consulting, can solve problems such as abuse, limitation, etc.

Inactive Publication Date: 2009-02-25
CONSULTING SERVICES SUPPORT
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

Since the process is largely opaque, any number of abuses can occur and the means to detect such abuse quickly are limited

Method used

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  • Configuring method for accelerating finance advisory service
  • Configuring method for accelerating finance advisory service
  • Configuring method for accelerating finance advisory service

Examples

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Embodiment Construction

[0038] FIG. 1 illustrates an embodiment of an information flow diagram 100 disclosed in accordance with the present invention. Entities in the information flow diagram include: Financial Services Client 102, Trusted Advisor 104 (ie, Relationship Trusted Advisor), Financial Services Advisor 106, and Decision Assistance Platform 108 (ie, System). Communication of information (eg, client background information and / or client-specific counseling information) is performed between financial services client 102 and trusted advisor 104 . Similarly, communication of information (eg, client background information and / or client-specific counseling information) is performed between trusted advisor 104 , financial services advisor 106 , and decision assistance platform 108 .

[0039] In the embodiment of information flow diagram 100 shown in FIG. A direct interaction occurs. In another embodiment (not specifically shown), the trusted advisor 104 and the financial services advisor are the ...

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PUM

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Abstract

A method for facilitating financial consulting services comprising determining client-specific investment choices dependent upon clien specific template information and objectively quantifying said investment choices dependent upon said client-specific template information thereby generating objectively quantified investment choices(Fig. 1). The client-specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refining investment dataset information, and / or process instructions(Fig 2).

Description

[0001] Cross References to Related Applications [0002] Named "Decision Assistance Platform Configured for Facilitating Financial Consulting Services", application number <<fill in after assigning application number>> and "System and Method Configured for Facilitating Financial Analysis", application number <<fill in after assigning application number>> A US nonprovisional patent application, all filed by the same applicant and on the same date as the present application, is hereby incorporated by reference. technical field [0003] The present disclosure relates generally to financial counseling methods, and more particularly to systems and methods configured to facilitate financial counseling services. Background technique [0004] Many financial experts and investors acknowledge that there has been a marked increase in investor distrust in traditional financial services. Circumstances that contribute to this lack of trust include: undisclosed of...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/00G06Q10/00
CPCG06Q10/00G06Q40/06
Inventor E·S·史密斯J·西姆科
Owner CONSULTING SERVICES SUPPORT
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