Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2003-10-31
2010-12-28
Kramer, James A (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
Reexamination Certificate
active
07860774
ABSTRACT:
A method in a financial advice system for providing specific recommendations regarding the purchase and sale of specific assets for a client's portfolio. The method can operate to provide specific reasons for each recommended action, and can provide alternative actions for different purchases and sales. Further, the method allows for accounting for specific client preferences and characteristics. The method also provides a sequential approach of inputting client preferences and characteristics and generating a recommended asset allocation taking into account the client's preferences and characteristics. Further, the method can allow for a user to make specific preference indications regarding the purchase and sale of specific assets.
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Chafkin Jeremiah Harrison
Peterson James D.
Pietranico Paul-Charles Archimede
Charles Schwab & Co., Inc.
Kramer James A
Townsend and Townsend / and Crew LLP
Wong Eric T
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