首页> 外国专利> A mobile phone, tablet and web application that connects the user with a specialist superannuation financial adviser through data collection and automatic investor risk profile assessment to provide a simple, online user experience to receive new and ongoing superannuation financial advice, superannuation investment portfolio management and online access to detailed portfolio and account information. All within the web application.

A mobile phone, tablet and web application that connects the user with a specialist superannuation financial adviser through data collection and automatic investor risk profile assessment to provide a simple, online user experience to receive new and ongoing superannuation financial advice, superannuation investment portfolio management and online access to detailed portfolio and account information. All within the web application.

机译:一种移动电话,平板电脑和网络应用程序,可通过数据收集和自动投资者风险状况评估将用户与专业养老金财务顾问联系起来,以提供简单的在线用户体验,以接收新的和正在进行的养老金财务建议,养老金投资组合管理和在线访问详细的投资组合和帐户信息。全部在Web应用程序中。

摘要

#$%^&*AU2017100685A420170713.pdf#####Abstract (57) A mobile phone, tablet and web application that connects the user with a specialist superannuation financial adviser through data collection and automatic investor risk profile assessment to provide a simple, online user experience to receive new and ongoing superannuation financial advice, superannuation investment portfolio management and online access to detailed portfolio and account information. All within the web application.0 0 CC CC -4Cc 00 (UU 00 o) CL c E to =$ 4- u )) C ~O( =$U U toC 0)0 z ____ _____
机译:#$%^&* AU2017100685A420170713.pdf #####摘要(57)将用户与专家联系起来的手机,平板电脑和网络应用程序通过数据收集和自动投资者风险分析来提供退休金财务顾问评估以提供简单的在线用户体验,以接收新的和持续的养老金财务建议,养老金投资组合管理和在线访问详细的投资组合和帐户信息。全部在Web应用程序中。0 0抄送抄送-4抄送00(UU00o)CL c E到= $ 4- u))C〜O(= $ U U toC0)0z ____ _____

著录项

  • 公开/公告号AU2017100685A4

    专利类型

  • 公开/公告日2017-07-13

    原文格式PDF

  • 申请/专利权人 THE TRUSTEE FOR KOVAC PRIVATE WEALTH UNIT TRUST;

    申请/专利号AU20170100685

  • 发明设计人 KOVAC DAVID;

    申请日2017-06-09

  • 分类号G06Q40/06;

  • 国家 AU

  • 入库时间 2022-08-21 13:32:09

相似文献

  • 专利
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号