SYSTEMS AND METHODS FOR IDENTIFYING PRODUCT RECOMMENDATIONS BASED ON INVESTMENT PORTFOLIO DATA

The disclosed embodiments include, for example, systems and methods for providing recommendations of one or more alternative products to a user based on investment portfolio data. In one aspect, the disclosed embodiments may include a system that is configured to obtain information associated with o...

Ausführliche Beschreibung

Bibliographische Detailangaben

Hauptverfasser:	NADARAJAH, GUNALAN, GLOBE, MICHAEL E, AL-SAMADI, MAZIN, DEL VECCHIO, ORIN, VAN HEERDEN, LAUREN, SIVASHANMUGAM, PRABAHARAN, CUMMINS, MICHAEL D
Format:	Patent
Sprache:	eng ; fre
Schlagworte:	CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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