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专利概况
专利名称 System for asset management based on real estate
申请号 KR1020170029865 申请日
公开(公告)号 KR101897115B1 公开(公告)日
申请(专利权)人 주식회사 위펀딩 发明人 이지수; 이지화
专利来源 国家知识产权局 转化方式
摘要

The present invention relates to a real estate-based asset investment system. According to the present invention, the real estate-based asset investment system comprises : an input unit to receive management asset information; a comparing unit to compare a prescribed or a renewed reference amount and the asset information; and an asset management unit to invest assets in a real estate product in accordance with a comparison result, and disperse the assets to an investment portfolio consisting of a plurality of products including the real estate product if the asset information exceeds reference amount. According to the present invention, a management plan of customer-customized assets in accordance with an investment goal and an investment amount can be set for a user. A confirmed return rate by a rental contract based on a real estate product can be secured in managing assets. Also, if the asset exceeds a reference amount, a portfolio of investment products other than the real estate product is constructed to guarantee high profitability.

参与列表

主管部门:海南中小企业服务 | 建设单位:海南商业联合会

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