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.
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 代理人
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