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1. WO2020107111 - WEALTH MANAGEMENT SYSTEMS

Publication Number WO/2020/107111
Publication Date 04.06.2020
International Application No. PCT/CA2019/051694
International Filing Date 26.11.2019
IPC
G06Q 10/00 2012.01
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10Administration; Management
G06Q 40/02 2012.01
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
02Banking, e.g. interest calculation, credit approval, mortgages, home banking or on-line banking
CPC
G06Q 10/0637
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10Administration; Management
06Resources, workflows, human or project management, e.g. organising, planning, scheduling or allocating time, human or machine resources; Enterprise planning; Organisational models
063Operations research or analysis
0637Strategic management or analysis
G06Q 10/101
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10Administration; Management
10Office automation, e.g. computer aided management of electronic mail or groupware
101Collaborative creation of products or services
G06Q 40/00
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
Applicants
  • RESPONSIVE CAPITAL MANAGEMENT INC. [CA]/[CA]
Inventors
  • WACHELL, Davyde
  • SANFORD, Chris
  • GROSENICK, Logan
Agents
  • NORTON ROSE FULBRIGHT CANADA LLP
Priority Data
62/771,35626.11.2018US
62/841,45801.05.2019US
Publication Language English (EN)
Filing Language English (EN)
Designated States
Title
(EN) WEALTH MANAGEMENT SYSTEMS
(FR) SYSTÈMES DE GESTION DE PATRIMOINE
Abstract
(EN)
The present disclosure provides systems that help wealth management business teams improve performance in client understanding, client advising and client servicing. Systems according to some embodiments achieve this by assisting both operational and intellectual tasks of agents within the wealth management team, and also by enabling the collaborative and learning capacities of the enterprise team ensemble.
(FR)
La présente invention concerne des systèmes qui aident des équipes d'affaires de gestion de patrimoine à améliorer les performances de compréhension de client, de conseil de client et de service fournis aux clients. Des systèmes selon certains modes de réalisation de l'invention réalisent ceci en aidant à la fois des tâches opérationnelles et intellectuelles d'agents à l'intérieur de l'équipe de gestion de patrimoine, et également en permettant les capacités collaboratives et d'apprentissage de l'ensemble des équipes de l'entreprise.
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