发明名称 |
System for financial planning |
摘要 |
A system for financial planning is disclosed. The system determines at least one financial strategy for assets to meet financial goals. The system determines an outcome for each of a plurality of financial strategies and selects at least one of the financial strategies to meet the financial goals using a software-implemented decision analysis and the outcomes for the financial strategies.
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申请公布号 |
US7577597(B1) |
申请公布日期 |
2009.08.18 |
申请号 |
US19990393024 |
申请日期 |
1999.09.09 |
申请人 |
T. ROWE PRICE ASSOCIATES, INC. |
发明人 |
ALLISON SUZANNE S.;HEALY JOSEPH P.;LIEBES PHILLIP;SURGUINE JAMES M. |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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