公开(公告)号：US20060020530A1

公开(公告)日：2006-01-26

申请号：US11152564

申请日：2005-06-14

申请人： Phillip Hsu ,  Brian Martone ,  Richard Murphy ,  Michael Murphy

发明人： Phillip Hsu ,  Brian Martone ,  Richard Murphy ,  Michael Murphy

IPC分类号： G06Q40/00

CPC分类号： G06Q40/06 ,  G06Q40/00

摘要： The present invention provides an intranet system for a financial service corporation. The present invention also provides a browser interface for financial services. The interface comprise a toolbar; a task menu wherein each task is associated with a number of financial applications; an object menu associated with each task which provides a link to each financial application; and an action menu for presenting one or more actions specific to a user-selected financial application. The task menu is always present on the browser interface and the object and action menus vary depending upon the options selected. The financial applications include market monitoring functions, portfolio reviews, model balancing, and automated trading.

摘要翻译： 本发明提供一种用于金融服务公司的内联网系统。 本发明还提供了一种用于金融服务的浏览器界面。 界面包括工具栏; 任务菜单，其中每个任务与多个金融应用相关联; 与每个任务相关联的对象菜单，其提供到每个金融应用程序的链接; 以及用于呈现特定于用户选择的金融应用的一个或多个动作的动作菜单。 任务菜单始终存在于浏览器界面上，对象和操作菜单根据选择的选项而有所不同。 金融应用包括市场监控功能，投资组合评估，模型平衡和自动交易。

公开(公告)号：US20050027632A1

公开(公告)日：2005-02-03

申请号：US10825156

申请日：2004-04-16

申请人： Marc Zeitoun ,  Phillip Hsu ,  Eric Jones ,  Debra Braito ,  John Lang ,  Frank Malfatto ,  Ruchir Raikundalia ,  Thomas Barron

发明人： Marc Zeitoun ,  Phillip Hsu ,  Eric Jones ,  Debra Braito ,  John Lang ,  Frank Malfatto ,  Ruchir Raikundalia ,  Thomas Barron

IPC分类号： G06F20060101 ,  G06Q40/00 ,  G06F17/60

CPC分类号： G06Q40/06

摘要： In accordance with at least one embodiment of the invention, a computer-based system in which a user, e.g., a financial advisor, an investor, or a client of an investment firm, etc., may engage in an interactive dialog with a software-based investment advice system, hereafter referred to as the “Advisor” to receive analysis of present and potential financial investments. Based on information provided by the user, the Advisor may be configured to determine a recommended investment portfolio including investment allocations designed to meet at least one financial goal. A goal refers to a desired target accumulation of assets in connection with an investor's investment needs based on information a user has provided.

摘要翻译： 根据本发明的至少一个实施例，一种基于计算机的系统，其中用户（例如，财务顾问，投资者或投资公司的客户等）可以与软件进行交互式对话 的投资咨询制度，以下简称“顾问”，以接受目前和潜在的金融投资分析。 根据用户提供的信息，顾问可以被配置为确定推荐的投资组合，包括旨在满足至少一个财务目标的投资分配。 目标是指根据用户提供的信息，与投资者的投资需求相关的资产的期望目标累积。