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    • 79. 发明申请
    • Decision assistance platform configured for facilitating financial consulting services
    • 配置用于促进财务咨询服务的决策辅助平台
    • US20060041491A1
    • 2006-02-23
    • US10923512
    • 2004-08-20
    • Eric SmithJoseph Simko
    • Eric SmithJoseph Simko
    • G06Q40/00
    • G06Q40/00G06Q40/06
    • A system 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.
    • 系统包括被配置用于使一个或多个数据处理设备有助于准备特定于客户端的模板信息并且根据客户端特定的模板信息来确定客户端特定的咨询信息的指令。 客户端特定模板信息包括绩效标准,权重,定义的投资数据集信息,用于提炼投资数据集信息和/或处理指令的过滤器。 客户具体咨询信息的示例包括投资指数表现评分,投资组合投资绩效分数,客观量化投资选择,对应于投资组合内分配投资的资产类别,分配投资与代表的投资组合之间的比较绩效分析 资产类别和投资者用于作出投资决策的其他信息。