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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 occur and the means to detect such abuse quickly are limited

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

Experimental program
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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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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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