发明名称 AUTOMATED AND CONSOLIDATED FINANCIAL PLANNING AND SERVICES
摘要 A machine-readable medium has computer-executable instructions, which when executed by a computer, causes the computer to perform a process comprising accepting investor information, determining an investment plan tailored to the investor based on the investor information, implementing the investment plan, and providing regularly updated reports on the investment plan.
申请公布号 WO2009108563(A3) 申请公布日期 2009.12.03
申请号 WO2009US34490 申请日期 2009.02.19
申请人 SALIENT PARTNERS, L.P.;SHERMAN, A., HAAG 发明人 SHERMAN, A., HAAG
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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