| 发明名称 |
SYSTEM AND METHOD OF EVALUATING AN INVESTMENT PORTFOLIO |
| 摘要 |
A system and method for performing a diagnostic evaluation of an investment portfolio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds. |
| 申请公布号 |
US2014365400(A1) |
申请公布日期 |
2014.12.11 |
| 申请号 |
US201414469152 |
申请日期 |
2014.08.26 |
| 申请人 |
Fiala William Elliott;Mikula Matthew James |
发明人 |
Fiala William Elliott;Mikula Matthew James |
| 分类号 |
G06Q40/06 |
主分类号 |
G06Q40/06 |
| 代理机构 |
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代理人 |
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| 主权项 |
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| 地址 |
Creve Coeur MO US |
