Wealth allocation analysis tools

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United States of America Patent

PATENT NO 8374940
SERIAL NO

13037072

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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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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Patent Owner(s)

  • THE PNC FINANCIAL SERVICES GROUP, INC.

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Earle, Christina Payne Pittsburgh, US 5 14
Farkas, David Philadelphia, US 5 14
King, Simon Chicago, US 55 543
Kunz, Thomas S Pittsburgh, US 9 63
Monson, Rodney H Waukegan, US 13 119
Rettger, Erik Delmont, US 5 14
Wang, Dennis Y Pittsburgh, US 8 73
Woods, Luke P Chicago, US 4 12

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