system

Abstract

We provide the system. [Solution] Means of collecting personal attribute data, A means for generating an asset management plan based on the aforementioned personal attribute data, A means of presenting the generated asset management plan to an individual, A method for analyzing market data and proposing asset allocation rebalancing, A means of acquiring expenditure data by linking with an expenditure management service, A means of reflecting acquired expenditure data in an asset management plan. A system that includes this.

Claims

1. Means of collecting personal attribute data, A means for generating an asset management plan based on the aforementioned personal attribute data, A means of presenting the generated asset management plan to an individual, A method for analyzing market data and proposing asset allocation rebalancing, A means of acquiring expenditure data by linking with an expenditure management service, A means of reflecting acquired expenditure data in an asset management plan. A system that includes this.

2. The system according to claim 1, characterized in that the means for analyzing the market data is capable of adjusting asset allocation in response to changes in the economic environment.

3. The system according to claim 1, characterized in that the expenditure data acquisition means analyzes an individual's consumption patterns and provides advice for optimizing consumption.

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