Investor personality tool

US8417614B1 · kind B1 · utility

Assignee

• The PNC Financial Services Group, Inc. · US

Inventors

• Bryan L. Mackrell · Oil City, US
• Isabel Ford · Glendale, US
• Erin Koch · Chicago, US
• Jonathan Randall · Kenilworth, GB

Key dates

• Filing date: Jul 2, 2010
• Grant date: Apr 9, 2013
• Expiry date: Feb 9, 2031

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/06
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Various embodiments are directed to computer-implemented methods for providing investor services. The methods may comprise providing a user interface to a user via a first computer device. The user interface may comprise a first axis describing a desired level of involvement of the user in investment decisions and a second axis describing a risk tolerance of the user. The user interface may also comprise a first icon representing a first position on the first and second axes and a second icon representing a second position on the first and second axes. When the first or second icons are activated, the interface may display a description of respective example investors having investment characteristics corresponding to the respective first and second positions on the axes. The user interface may also comprise first and second slider bars corresponding to the respective axes. The slider bars may be movable in response to a signal from a first input device in communication with the computer system. The methods may further comprise receiving from the user, via the user interface, an indication of a user position on the first and second axes; and storing first data describing the user p…