Income analysis tools for wealth management

US8321316B1 · kind B1 · utility

Assignee

• The PNC Financial Services Group, Inc. · US

Inventors

• Thomas Kunz · Neckargemünd, DE
• Erik Rettger · Delmont, US
• David Farkas · Philadelphia, US
• Christina Payne Earle · Pittsburgh, US
• Dennis Y. Wang · Pittsburgh, US
• Rodney Hal Monson · Waukegan, US
• Luke Woods · Chicago, US
• Simon P. King · Berkeley, US

Key dates

• Filing date: Feb 28, 2011
• Grant date: Nov 27, 2012
• Expiry date: Feb 28, 2031

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

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.