The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Dec. 26, 2017

Filed:

Feb. 28, 2011
Applicants:

Thomas S. Kunz, Pittsburgh, PA (US);

Erik Rettger, Delmont, PA (US);

David Farkas, Philadelphia, PA (US);

Christina Payne Earle, Pittsburgh, PA (US);

Dennis Y. Wang, Pittsburgh, PA (US);

Rodney H. Monson, Waukegan, IL (US);

Luke P. Woods, Chicago, IL (US);

Simon King, Chicago, IL (US);

Inventors:

Thomas S. Kunz, Pittsburgh, PA (US);

Erik Rettger, Delmont, PA (US);

David Farkas, Philadelphia, PA (US);

Christina Payne Earle, Pittsburgh, PA (US);

Dennis Y. Wang, Pittsburgh, PA (US);

Rodney H. Monson, Waukegan, IL (US);

Luke P. Woods, Chicago, IL (US);

Simon King, Chicago, IL (US);

Assignee:
Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/02 (2012.01); G06Q 40/06 (2012.01); G06F 3/0486 (2013.01); G06F 3/0487 (2013.01);
U.S. Cl.
CPC ...
G06Q 40/02 (2013.01); G06F 3/0486 (2013.01); G06Q 40/06 (2013.01); G06F 3/0487 (2013.01);
Abstract

Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.


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