Configuring system and method for accelerating financial analysis

A scoring, assigned technique applied in the field of financial advice to address limited, abused, etc.

Inactive Publication Date: 2009-03-04
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

Method used

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  • Configuring system and method for accelerating financial analysis
  • Configuring system and method for accelerating financial analysis
  • Configuring system and method for accelerating financial analysis

Examples

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Embodiment Construction

[0039] 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 .

[0040]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 s...

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PUM

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Abstract

A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score.

Description

[0001] Cross References to Related Applications [0002] U.S. non-USA with the name "Decision Assistance Platform Configured for Facilitating Financial Consulting Services", application number <<insert after allocating application number>> and "Method Configured for Facilitating Financial Consulting Services", application number <<insert after allocating application number>> Provisional Patent Applications, all filed by the same applicant and on the same date as the present application, are 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 ...

Claims

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Application Information

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IPC IPC(8): G06Q40/00
CPCG06Q40/06
Inventor E·S·史密斯J·S·西姆科
Owner CONSULTING SERVICES SUPPORT
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