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专利名称：Automated Practice Management System发明人：Sam Gurvitch,Don Jacobs申请号：US12780541申请日：20100514
公开号：US20100293108A1公开日：20101118
专利附图：
摘要：A practice management method and system includes a repository for storingclient information data including at least one client identifier and at least one clientcharacteristic associated with the client. Client account data is also stored and identifiesat least one account linked to the client via the at least one client identifier, the client
account data includes data representing a financial portfolio associated with the clientand having an initial balance value and a risk value. A risk allocation profile data is storedin the repository and includes a risk allocation profile type and a risk allocation value. Adata processor is electrically coupled to the repository and acquires the client
information data and the client account data including the financial portfolio having theinitial balance value and calculates an updated balance value for the financial portfoliobased on the risk allocation profile type and comparing the risk allocation value of therisk allocation profile type with the risk value of the financial profile data. The dataprocessor modifies the client account data in response to the comparison to include thecalculated updated balance value for the financial portfolio data.
申请人：Sam Gurvitch,Don Jacobs
地址：Scarsdale NY US,Bellerose NY US
国籍：US,US
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