Financial situation improvement advice system, financial situation improvement advice method, and financial situation improvement advice program

摘要

Problem to be solved: to provide a financial situation improvement advisory system capable of realizing useful asset management based on advice which corresponds to the height of the life which can be realized from the present life and the economic state by correcting information about finance and the difference in the knowledge.A customer asset balance calculation unit which acquires customer total asset information including customer's income and calculates a customer asset balanceA customer attribute converter that acquires personal information of customers and converts individual information into a numeric valueA reference asset balance calculation unit which calculates the reference asset balance by acquiring reference total asset information including the income of a plurality of reference persons, andThe reference attribute conversion section which acquires personal information of the reference person and converts the personal information by reference.A reference person selection section to select the reference person by comparing personal information and reference number of the personal informationA target information generator for generating target information for changing the customer asset balance by comparing the customer asset balance and the reference asset balanceAn output section for outputting target information to a customer is provided.Diagram