发明名称 PERSONAL ASSET MANAGEMENT SYSTEM
摘要 PROBLEM TO BE SOLVED: To decide a plan concerning inheritance and business succession based on an evaluation result by appropriately evaluating the value of personal assets. SOLUTION: This system is constituted of an information input part where whole information required for the management of the personal assets is inputted, a database where respective kinds of information required for evaluating the personal assets is stored, an evaluating part 3 for evaluating the personal assets based on information which is stored in the database 2, an inheritance plan generating part 4 for deciding na inheritance portion about an individual inheritance person and an information output part 5 for outputting information which is inputted, stored or decided. Then, the value of the personal assets, which is inputted from the information input part is evaluated by the evaluating part 3 through the use of data stored in the database 2 and a calculation formula, the plan of inheritance, etc., is decided based on an evaluation result and a simulation is executed.
申请公布号 JPH1196217(A) 申请公布日期 1999.04.09
申请号 JP19970256543 申请日期 1997.09.22
申请人 THE YASUDA TRUST & BANKING CO LTD;PFPS KENKYUKAI:KK 发明人 MATSUO SHUNICHIRO;KUBO KUNIYASU
分类号 G06Q40/00;G06Q40/04;G06Q40/06;G06Q50/00 主分类号 G06Q40/00
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