发明名称 |
METHODS AND SYSTEMS FOR ASSESSING FINANCIAL PERSONALITY |
摘要 |
One or more aspects comprise a computer system comprising one or more servers that: (a) provide a financial personality assessment questionnaire to a user; and (b) receive data describing said user's responses to one or more questions in said questionnaire; and one or more processors in communication with said one or more servers that: (a) based on said data describing said user's responses, assess said user's investment-related attitudes across a plurality of scales and produce a multi-dimensional financial personality identifier for said user; and (b) construct a user risk profile for said user derived from said multi-dimensional financial personality identifier.
|
申请公布号 |
US2011251978(A1) |
申请公布日期 |
2011.10.13 |
申请号 |
US201113094492 |
申请日期 |
2011.04.26 |
申请人 |
DAVIES GREGORY BRYN;EGAN DANIEL POLLARD;BROOKS PETER;COX MITCHELL |
发明人 |
DAVIES GREGORY BRYN;EGAN DANIEL POLLARD;BROOKS PETER;COX MITCHELL |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
|
代理人 |
|
主权项 |
|
地址 |
|