摘要 |
PURPOSE: A financial design, a management system and a method thereof for supplying a specialized finance planning and management service at low cost are provided to supply systematic fund preparation plan by analyzing a financial state of a client. CONSTITUTION: An input unit(110) inputs client financial information and a client request. If the client request is inputted to the input unit, a managing unit(120) decides the next treatment based on the client request. The managing unit commands the execution of the next process. The database stores designated data according to the command of the managing unit. An analysis engine executes the analysis according to the command. The analysis engine transfers the analyzed result to the administration unit. |