Invention Grant
- Patent Title: Objective achievement portfolio generating device, program, and method
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Application No.: US16069833Application Date: 2017-02-14
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Publication No.: US11354745B2Publication Date: 2022-06-07
- Inventor: Tatsuo Tanaka
- Applicant: Nomura Research Institute, Ltd.
- Applicant Address: JP Tokyo
- Assignee: Nomura Research Institute, Ltd.
- Current Assignee: Nomura Research Institute, Ltd.
- Current Assignee Address: JP Tokyo
- Agency: Rankin, Hill & Clark LLP
- Priority: JPJP2016-058912 20160323
- International Application: PCT/JP2017/005247 WO 20170214
- International Announcement: WO2017/163668 WO 20170928
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06Q40/02 ; G06F16/904 ; G06F3/0482 ; G06F3/04847 ; G06N5/04

Abstract:
Device, program and method to generate a single portfolio assuming a plurality of targets as a specific objective of investment management. An investment management assistance server generates, based on input information, portfolio information for suggesting investment management for objective achievement set by a customer and includes: an objective displayer that displays predetermined objective information selectable by a customer through an input operation; an interview displayer that displays predetermined interview information to which the customer is allowed to respond through an input operation; and a portfolio generation/displayer that generates predetermined portfolio information based on the objective information and interview information which are selected and responded to through an input operation, and causing a customer terminal to display the predetermined portfolio information in a visually recognized manner.
Public/Granted literature
- US20190026834A1 OBJECTIVE ACHIEVEMENT PORTFOLIO GENERATING DEVICE, PROGRAM, AND METHOD Public/Granted day:2019-01-24
Information query