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Multi-account management-based asset management system

An asset management system and multi-account technology, which is applied in data processing applications, instruments, finance, etc., can solve the problem that it is difficult to know the status of assets accurately, and achieve the effect of easy management and convenient life

Inactive Publication Date: 2017-07-11
深圳市喜悦智慧实验室有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

A large number of bank cards make it difficult for people to accurately know their asset status, and they cannot manage financial management according to their asset status

Method used

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  • Multi-account management-based asset management system
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Embodiment Construction

[0044] In order to make the object, technical solution and beneficial effects of the present invention more clear, the present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.

[0045] It should be understood that when used in this specification and the appended claims, the terms "comprising" and "comprises" indicate the presence of described features, integers, steps, operations, elements and / or components, but do not exclude one or The presence or addition of multiple other features, integers, steps, operations, elements, components and / or collections thereof.

[0046] It should also be understood that the terminology used in the description of the present invention is for the purpose of describing particular embodiments only and is not intended to be limiting...

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Abstract

The present invention provides a multi-account management-based asset management system, which comprises a bank account management module, a financial management module and an insurance module. The bank account management module is used for establishing a unified personal management account or a unified family management account for the multiple bank accounts of a user itself or for the multiple bank accounts of a user family, and conducting the unified management and the unified allocation for the funds of the multiple bank accounts corresponding to the personal management account or the family management account. The financial management module is used for automatically recommending financing products to the user according to the funds flow condition of the multiple bank accounts. The insurance module is used for automatically recommending insurance products to the user according to the funds flow condition of the multiple bank accounts and the existing insurance products of the user. According to the invention, based on the multi-account management-based asset management system, the personal or family asset management of the user is facilitated.

Description

technical field [0001] The invention belongs to the financial field, in particular to an asset management system based on multi-account management. Background technique [0002] In the real world, usually a person has multiple bank cards, some cards are used for family savings, some cards are salary cards in different work units or bank cards opened for some temporary purposes, and some cards are credit card. Some people have a large number of bank cards with varying amounts of deposits. For families, there are more bank cards. Few people take the initiative to pay attention to some bank cards that are not commonly used, and some even forget their passwords. up. A large number of bank cards makes it difficult for people to accurately know their own asset status, and they cannot manage financial management according to their own asset status. On the other hand, various bank wealth management and insurance products are constantly emerging to meet people's growing wealth man...

Claims

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Application Information

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IPC IPC(8): G06Q40/02G06Q40/08G06Q30/02
Inventor 丁恒
Owner 深圳市喜悦智慧实验室有限公司
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