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Family wealth information management control system and method, medium and computer equipment

An information management and control system technology, applied in the field of family wealth information management and control systems, can solve the problems of late start of financial management business, failure to meet user needs, high personnel costs, etc., to ensure objectivity and safety, and improve overall efficiency The effect of intelligence on income and wealth management

Pending Publication Date: 2022-03-01
深圳市前海链科信息技术有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0011] Through the above analysis, the problems and defects of the existing technology are: the existing technology does not have a system or method for managing family wealth, and at the same time, the existing means of wealth management are not intelligent enough to meet the needs of users, and the personnel cost is high
[0012] The difficulties in solving the above problems and defects are: the domestic financial management business started later than foreign countries, lack of integration of various scattered financial management systems and data resources in the current market, and the establishment of a unified and comprehensive financial management system that can meet the diverse needs of customers Wealth Management System

Method used

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  • Family wealth information management control system and method, medium and computer equipment
  • Family wealth information management control system and method, medium and computer equipment
  • Family wealth information management control system and method, medium and computer equipment

Examples

Experimental program
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Effect test

Embodiment 1

[0078] Such as figure 1 As shown, the family wealth information management control system provided by the embodiment of the present invention includes:

[0079] The information management module 16 is used to realize the intellectualization and systematization of wealth management and use it as a toolbox.

[0080] The system information management module 17 is used to implement family financial management planning and family customer contract file management.

[0081] The management data center module 18 is used to realize the management of financial market data, wealth management data, macroeconomic data, industry economic data, global tax saving, family governance, global education data, and high-end living data.

[0082] Information management module 16 includes:

[0083] The electronic experience unit 19 adopts a simple and efficient client program, which is used to regularly update wealth management comments, edit relevant documents in real time, visualize investment pe...

Embodiment 2

[0089] Such as figure 2 As shown, the family wealth information management control system provided by the embodiment of the present invention includes:

[0090] The information collection module 1 is connected with the central control module 3, and is used to collect user needs, family members, and historical investment and asset information;

[0091] The data preprocessing module 2 is connected with the central control module 3, and is used to classify and integrate the collected relevant information;

[0092] Central control module 3, together with information collection module 1, data preprocessing module 2, investment preference determination module 4, risk determination module 5, demand forecasting module 6, wealth division module 7, asset allocation module construction module 8, configuration module 9, evaluation The module 10 and the management scheme determination module 11 are connected, and are used to control each module to work normally by using a single-chip mic...

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Abstract

The invention belongs to the technical field of intelligent management, and discloses a family wealth information management control system and method, a medium and computer equipment, and the system comprises an information management module which is used for achieving the intelligentization and systematization of wealth management and is used as a tool box; the system information management module is used for realizing family financial management planning and family customer contract file management; and the management data center module is used for realizing management of financial market data, wealth management data, macroeconomic data, industrial economic data, global tax saving, family governance, global education data and high-end life data. According to the invention, a personalized property management scheme can be provided for the user in a targeted manner based on family and asset conditions of the user, assets, debts and mobility of the customer are managed, and the user is helped to achieve the purposes of reducing risks and realizing wealth appreciation. Meanwhile, based on the intelligent technology, objectiveness and safety are guaranteed, and meanwhile the labor cost is reduced.

Description

technical field [0001] The invention belongs to the technical field of intelligent management, and in particular relates to a family wealth information management control system, method, medium and computer equipment. Background technique [0002] In recent years, the wealth management market has developed very rapidly. According to relevant data, China's wealth management market will maintain an average annual compound growth rate of more than 15%. It is estimated that by 2030, the total personal investable assets of Chinese residents will reach 200 trillion yuan, and the growth of high-net-worth individuals will be even faster. . The scale of wealth management is so huge that various financial institutions, such as banks, insurance trusts, etc., have entered in order to gain a certain market share. The wealth management market has become a red ocean market. [0003] From the perspective of demand, although the demand for family wealth information management and control i...

Claims

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Application Information

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IPC IPC(8): G06Q40/06G06F16/25
CPCG06Q40/06G06F16/25
Inventor 徐桦肖子龙
Owner 深圳市前海链科信息技术有限公司
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