| 摘要 |
PROBLEM TO BE SOLVED: To successively provide an optimal asset management portfolio service matched with a personal life style, an investment style and a life plan to a client having no special knowledge concerning asset management anytime and from any place through his/her life. SOLUTION: A one-to-one asset management system receives access from a terminal mounting a WWW browser anytime and from any place to automatically prepare an optimal and life-long financial plan and asset management plan matched with the personal life style, the investment style and the life plan obtained by adding an individual change to a standard life plan to provide the optimal asset management portfolio service to each client having no special knowledge concerning asset management, and manages a change history, a balance history and a life-long financial planning history to provide them to the client continuously through his/her life. |
