G - Physics – 06 – Q
Patent
G - Physics
06
Q
G06Q 40/00 (2006.01)
Patent
CA 2641949
A method for facilitating financial consulting services comprising determining client-specific investment choices dependent upon clien specific template information and objectively quantifying said investment choices dependent upon said client-specific template information thereby generating objectively quantified investment choices(Fig. 1). The client-specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refining investment dataset information, and/or process instructions(Fig 2).
L'invention concerne un procédé permettant de fournir des services-conseil financiers, consistant à déterminer les choix d'investissement en fonction des informations du modèle spécifique au client et à quantifier de manière objective lesdits choix d'investissement en fonction des informations du modèle spécifique au client afin de générer des choix d'investissement objectivement quantifiés (Fig.1). Les informations du modèle spécifique au client contiennent des critères de performance, des informations de pondération, des informations d'ensembles de données d'investissement définies, des filtres conçus pour rendre les informations d'ensembles de données d'investissement plus précises, et/ou des instructions de traitement (Fig.2).
Simko Joseph
Smith Eric S.
Consulting Services Support Corporation
Teitelbaum & Maclean
LandOfFree
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