Data processing system for administering a program to...

Details Data processing system for administering a program to... Data processing system for administering a program to...

G - Physics

06

Q

G06Q 40/00 (2006.01) G06F 15/21 (1990.01)

Patent

CA 2097266

ABSTRACT OF THE DISCLOSURE A data processing system and method allocates financial assets among a plurality of investments in response to questionnaire data indicating an investor's financial needs, goals and risk tolerance. After a suitable allocation has been made, a reporting letter is prepared to advise the investor of recommended types of investments. P502/A87284/ER

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