Title:
ファイナンシャルプランニングおよびアドバイスを提供するシステムおよび方法
Document Type and Number:
Japanese Patent JP2004537799
Kind Code:
A
Abstract:
The present invention provides systems and methods for facilitating financial advising and planning for a user. The system includes a portfolio integration module that integrates goals, assets, savings, and risk tolerance to develop a customized strategy for financial portfolio planning. A portfolio reconciler module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning. A stochastic modeling module uses data from the portfolio integration module and the portfolio reconciler module in a stochastic modeling analysis using a synchronous stationary bootstrap sampling method to construct a proposed situation portfolio. A simulator module forecasts the effects of the proposed situation portfolio on the user's portfolio, and monitoring, simulating, designing, and testing the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module.
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Inventors:
Jenson, Jody
Redson,mark
Lipinski, Patty.
Moran, William Jay.
Ostrem, Linda
Vannie, Beth M.
Redson,mark
Lipinski, Patty.
Moran, William Jay.
Ostrem, Linda
Vannie, Beth M.
Application Number:
JP2003517713A
Publication Date:
December 16, 2004
Filing Date:
July 31, 2002
Export Citation:
Assignee:
American Express Travel Related Services Company, Inc.
International Classes:
G06Q90/00; G06Q40/00; (IPC1-7): G06F17/60
Attorney, Agent or Firm:
Hidesaku Yamamoto
Takaaki Yasumura
Natsuki Morishita
Takaaki Yasumura
Natsuki Morishita