Patent · US Active

Time period analysis tools for wealth management transactions

US9852470B1 · kind B1 · utility

4Cited by

116References

12Claims

0Family size

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	Dec 26, 2017
Priority date	—
Expiry date	Feb 28, 2031

Classification

Technology area (CPC G)Physics
CPC primaryG06F3/0487
WIPO fieldComputer technology
WIPO sectorElectrical 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.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.