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Decision assistance platform configured for facilitating financial consulting services

An assigned, performance-based technique used in the promotion of financial advisory services to address limitations, abuse, etc.

Inactive Publication Date: 2009-09-09
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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  • Decision assistance platform configured for facilitating financial consulting services
  • Decision assistance platform configured for facilitating financial consulting services
  • Decision assistance platform configured for facilitating financial consulting services

Examples

Experimental program
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Embodiment Construction

[0045] figure 1 An embodiment of an information flow diagram 100 according to the present disclosure is shown. 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 .

[0046] exist figure 1 In the illustrated embodiment of the information flow diagram 100, the trusted advisor 104 is a different person / entity than the financial services counselor 106, and the financial services customer 102 is n...

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Abstract

The present invention discloses a system that includes instructions configured for enabling the one or more data processing device to facilitate preparing client-specific template information and determining client-specific consulting information dependent upon the client-specific template information. The client specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refining investment dataset information and / or process instructions. Examples of client specific consulting information include investment index performance scores, performance scores of investments in an investment portfolio, objectively quantified investment choices, asset class corresponding to allocated investment within an investment portfolio, comparative performance analyses between allocated investments and non-allocated investments represented within an asset class, and other information utilized by an investor for making investment decisions.

Description

[0001] Cross References to Related Applications [0002] The U.S. nonprovisional patent applications titled "METHOD CONFIGURED FOR FACILITATING FINANCIAL CONSULTING SERVICES", application number "insert after assigning application number" and "SYSTEM AND METHOD CONFIGURED FORFACILITATING FINANCIAL ANALYSIS", application number "insert after assigning application number", both Filed by the same applicant and on the same date as this application, which is incorporated herein 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. Situations that contribute to this lack of trust include poor advice from financial advisors, advice based on false and / or...

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·西姆科
Owner CONSULTING SERVICES SUPPORT
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