Decision assistance platform configured for facilitating financial consulting services

Abstract

A system includes instructions configured for enabling the one or more data processing device to facilitate preparing client-specific template information and determining client-specific consulting information dependent upon the client-specific template information. The client specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refining investment dataset information and/or process instructions. Examples of client specific consulting information include investment index performance scores, performance scores of investments in an investment portfolio, objectively quantified investment choices, asset class corresponding to allocated investment within an investment portfolio, comparative performance analyses between allocated investments and non-allocated investments represented within an asset class, and other information utilized by an investor for making investment decisions.

1 . A system for objectively quantifying investment choices, comprising:
 at least one data processing device;   instructions processable by said at least one data processing device; and   an apparatus from which said instructions are accessible by said at least one data processing device;   wherein said instructions are configured for causing said at least one data processing device to:
 provide a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect, wherein a first group of said performance factors subtends from a first one of said performance criteria, a second group of performance factors subtends from a second one of said performance criteria and at least one of said performance factors is a time-based measurement of at least one of said performance criteria; 
 provide a relative weighting value for each one of said performance criteria and for each one of said performance factors selected to provide the desired investment effect; 
 provide a plurality of investment choices on which to perform a comparative assessment; and 
 generate a comparative assessment for the plurality of investment choices at least partially based on a composite investment performance scores for each one of said investment choices, wherein the composite investment performance score for a particular one of said investment choices is derived from scores generated using each one of said performance factors for the particular one of said investment choices and the corresponding relative weighting value for each one of said performance criteria for the particular one of said investment choices and wherein the score for each one of said performance factors is derived from a corresponding performance factor value and the corresponding relative weighting value. 
   
     
     
         2 . The system of  claim 1  wherein the plurality of performance criteria comprises a first performance criteria associated with risk of said investment choices and a second performance criteria associated with return of said investment choices. 
     
     
         3 . The system of  claim 1  wherein the plurality of performance criteria includes at least one of a performance criteria associated with risk of said investment choices and a performance criteria associated with return of said investment choices. 
     
     
         4 . The system of  claim 3  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said investment choices. 
     
     
         5 . The system of  claim 1  wherein causing said at least one data processing device to provide the plurality of investment choices includes causing said at least one data processing device to provide the plurality of investment choices from the same asset class. 
     
     
         6 . The system of  claim 1  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said investment choices. 
     
     
         7 . The system of  claim 1  wherein said instructions being configured for causing said at least one data processing device to generate the comparative assessment includes said instructions being configured for causing said at least one data processing device to rank each one of said investment choices based at least partially on the composite investment performance score. 
     
     
         8 . The system of  claim 1  wherein the weighting structure is configured in a manner for causing a first one of said performance factor values to be quantified at least partially based on a first quantitative scoring scale and a second one of said performance factors to be quantified at least partially based on a second quantitative scale different than the first quantitative scoring scale. 
     
     
         9 . The system of  claim 8  wherein:
 the weighting structure includes a plurality of parent class nodes and at least one of a performance factor and a child class node subtending from at least one of said parent class nodes; and 
 to said nodes are configured in a manner for causing the first one of said performance factor values to be quantified based on the first quantitative scoring scale and the second one of said performance factors to be quantified based on the second quantitative scale different than the first quantitative scoring scale. 
 
     
     
         10 . A method for objectively quantifying investment choices, comprising:
 at least one data processing device of a data computing system accessing, from memory coupled to said at least one data processing device, instructions causing said at least one data processing device to provide a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect, wherein a first group of said performance factors subtends from a first one of said performance criteria, a second group of performance factors subtends from a second one of said performance criteria and at least one of to said performance factors is a time-based measurement of at least one of said performance criteria;   said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to provide a relative weighting value for each one of said performance criteria and for each one of said performance factors selected to provide the desired investment effect;
 said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to provide a plurality of investment choices on which to perform a comparative assessment; and 
   said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to generate a comparative assessment for the plurality of investment choices at least partially based on a composite investment performance scores for each one of said investment choices, wherein the composite investment performance score for a particular one of said investment choices is derived from scores generated using each one of said performance factors for the particular one of said investment choices and the corresponding relative weighting value for each one of said performance criteria for the particular one of said investment choices and wherein the score for each one of said performance factors is derived from a corresponding performance factor value and the corresponding relative weighting value.   
     
     
         11 . The method of  claim 10  wherein the plurality of performance criteria comprises a first performance criteria associated with risk of said investment choices and a second performance criteria associated with return of said investment choices. 
     
     
         12 . The method of  claim 10  wherein the plurality of performance criteria includes at least one of a performance criteria associated with risk of said investment choices and a performance criteria associated with return of said investment choices. 
     
     
         13 . The method of  claim 10  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said investment choices. 
     
     
         14 . The method of  claim 10  wherein said instructions being configured for causing said at least one data processing device to generate the comparative assessment includes said instructions being configured for causing said at least one data processing device to rank each one of said investment choices based at least partially on the composite investment performance score. 
     
     
         15 . A computer-readable medium having tangibly embodied thereon and accessible therefrom a set of instructions interpretable by at least one data processing device, said set of instructions configured for causing said at least one data processing device to carry out operations for:
 providing a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect, wherein a first group of said performance factors subtends from a first one of said performance criteria, a second group of performance factors subtends from a second one of said performance criteria and at least one of said performance factors is a time-based measurement of at least one of said performance criteria;   providing a relative weighting value for each one of said performance criteria and for each one of said performance factors selected to provide the desired investment effect;   providing a plurality of investment choices on which to perform a comparative assessment; and   generating a comparative assessment for the plurality of investment choices at least partially based on a composite investment performance scores for each one of said investment choices, wherein the composite investment performance score for a particular one of said investment choices is derived from scores generated using each one of said performance factors for the particular one of said investment choices and the corresponding relative weighting value for each one of said performance criteria for the particular one of said investment choices and wherein the score for each one of said performance factors is derived from a corresponding performance factor value and the corresponding relative weighting value.   
     
     
         16 . The computer-readable medium of  claim 15  wherein the plurality of performance criteria comprises a first performance criteria associated with risk of said investment choices and a second performance criteria associated with return of said investment choices. 
     
     
         17 . The computer-readable medium of  claim 15  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said investment choices. 
     
     
         18 . The computer-readable medium of  claim 15  wherein providing the plurality of investment choices includes providing the plurality of investment choices from the same asset class. 
     
     
         19 . The computer-readable medium of  claim 15  wherein generating the comparative assessment includes ranking each one of said investment choices based at least partially on the composite investment performance score. 
     
     
         20 . The computer-readable medium of  claim 15  wherein the weighting structure is configured in a manner for causing a first one of said performance factor values to be quantified at least partially based on a first quantitative scoring scale and a second one of said performance factors to be quantified at least partially based on a second quantitative scale different than the first quantitative scoring scale.