Determination of customized investing advice
    101.
    发明授权
    Determination of customized investing advice 失效
    确定定制投资咨询

    公开(公告)号:US07801787B2

    公开(公告)日:2010-09-21

    申请号:US12144683

    申请日:2008-06-24

    IPC分类号: G06Q40/00

    CPC分类号: G06Q40/06 G06Q40/00

    摘要: Described herein is a system that facilitates provision of personalized investing advice to a user. The system includes a subscriber component that receives a selection of multiple financial models from the user, wherein the user may desire to receive financial data from the multiple financial models in real-time. Further, the system can include an adviser component that can receive and process financial data output by the multiple financial models and can determine customized investing advice for the user based at least in part upon the financial data output by the multiple financial models and personal investing preferences of the user.

    摘要翻译: 这里描述了有助于向用户提供个性化投资建议的系统。 该系统包括从用户接收多个金融模型的选择的订户组件,其中用户可能希望实时地从多个金融模型接收财务数据。 此外,系统可以包括顾问组件,其可以接收和处理由多个金融模型输出的财务数据,并且可以至少部分地基于由多个金融模型输出的财务数据和个人投资偏好来为用户确定定制的投资建议 的用户。