Income analysis tools for wealth management
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United States of America Patent
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Nov 27, 2012
Grant Date -
N/A
app pub date -
Feb 28, 2011
filing date -
Feb 28, 2011
priority date (Note) -
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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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