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1. 发明授权

US07822671B1 Method and system for integrating investment advice with financial account statement information 有权
标题翻译：将投资咨询与财务会计报表信息整合的方法和系统
公开(公告)号：US07822671B1
公开(公告)日：2010-10-26
申请号：US12056998
申请日：2008-03-27
申请人： Robert Oros
发明人： Robert Oros
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02
摘要： A method and system which provides for generating an integrated report. The method and system utilize information in a data storage system to provide individual account holders with an integrated report which includes detailed information regarding the financial account, and integrates financial planning recommendation information with the information regarding the financial account. Typically, the information regarding the financial account will be of sufficient detail so that a separate account statement need not be sent to the individual. The system and method herein provide individual account holders with a single report which provides the individual with financial account information, and financial planning advice, utilizing data available in a data storage system. Thus, the individual need not seek out advice, rather it is proactively delivered to the individual. Further, the method and system can provide for periodically generating the integrated report without requiring periodic input or action on the part of the account holder.
摘要翻译：提供生成综合报告的方法和系统。该方法和系统利用数据存储系统中的信息为个人账户持有人提供综合报告，其中包括有关财务账户的详细信息，并将财务规划建议信息与财务账户信息相结合。通常，有关财务帐户的信息将具有足够的细节，以便不必向个人发送单独的帐户对帐单。本文的系统和方法为个人账户持有者提供了一个单独的报告，该报告使用数据存储系统中可用的数据向个人提供财务账户信息和财务计划建议。因此，个人不需要寻求建议，而是主动向个人交付。此外，该方法和系统可以提供周期性地生成综合报告，而不需要帐户持有者的周期性输入或行动。

2. 发明授权

US07383218B1 Method and system for integrating investment advice with financial account statement information 有权
标题翻译：将投资咨询与财务会计报表信息整合的方法和系统
公开(公告)号：US07383218B1
公开(公告)日：2008-06-03
申请号：US10210410
申请日：2002-07-31
申请人： Robert Oros
发明人： Robert Oros
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02
摘要： A method and system which provides for generating an integrated report. The method and system utilize information in a data storage system to provide individual account holders with an integrated report which includes detailed information regarding the financial account, and integrates financial planning recommendation information with the information regarding the financial account. Typically, the information regarding the financial account will be of sufficient detail so that a separate account statement need not be sent to the individual. The system and method herein provide individual account holders with a single report which provides the individual with financial account information, and financial planning advice, utilizing data available in a data storage system. Thus, the individual need not seek out advice, rather it is proactively delivered to the individual. Further, the method and system can provide for periodically generating the integrated report without requiring periodic input or action on the part of the account holder.
摘要翻译：提供生成综合报告的方法和系统。该方法和系统利用数据存储系统中的信息为个人账户持有人提供综合报告，其中包括有关财务账户的详细信息，并将财务规划建议信息与财务账户信息相结合。通常，有关财务帐户的信息将具有足够的细节，以便不必向个人发送单独的帐户对帐单。本文的系统和方法为个人账户持有者提供了一个单独的报告，该报告使用数据存储系统中可用的数据向个人提供财务账户信息和财务计划建议。因此，个人不需要寻求建议，而是主动向个人交付。此外，该方法和系统可以提供周期性地生成综合报告，而不需要帐户持有者的周期性输入或行动。

3. 发明授权

US07949592B1 Method and system for integrating investment advice with financial account statement information 有权
标题翻译：将投资咨询与财务会计报表信息整合的方法和系统
公开(公告)号：US07949592B1
公开(公告)日：2011-05-24
申请号：US12883966
申请日：2010-09-16
申请人： Robert Oros
发明人： Robert Oros
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02
摘要： A method and system which provides for generating an integrated report. The method and system utilize information in a data storage system to provide individual account holders with an integrated report which includes detailed information regarding the financial account, and integrates financial planning recommendation information with the information regarding the financial account. Typically, the information regarding the financial account will be of sufficient detail so that a separate account statement need not be sent to the individual. The system and method herein provide individual account holders with a single report which provides the individual with financial account information, and financial planning advice, utilizing data available in a data storage system. Thus, the individual need not seek out advice, rather it is proactively delivered to the individual. Further, the method and system can provide for periodically generating the integrated report without requiring periodic input or action on the part of the account holder.
摘要翻译：提供生成综合报告的方法和系统。该方法和系统利用数据存储系统中的信息为个人账户持有者提供综合报告，其中包含有关财务账户的详细信息，并将财务规划建议信息与财务账户信息相结合。通常，有关财务帐户的信息将具有足够的细节，以便不必向个人发送单独的帐户对帐单。本文的系统和方法为个人账户持有者提供了一个单独的报告，该报告使用数据存储系统中可用的数据向个人提供财务账户信息和财务计划建议。因此，个人不需要寻求建议，而是主动向个人交付。此外，该方法和系统可以提供周期性地生成综合报告，而不需要帐户持有者的周期性输入或行动。

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