The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 07, 2022
Filed:
Feb. 14, 2017
Nomura Research Institute, Ltd., Tokyo, JP;
Tatsuo Tanaka, Tokyo, JP;
Nomura Research Institute, Ltd., Tokyo, JP;
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.