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公开(公告)号：US09852470B1
公开(公告)日：2017-12-26
申请号：US13037086
申请日：2011-02-28
申请人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
发明人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
IPC分类号： G06Q40/02 , G06Q40/06 , G06F3/0486 , G06F3/0487
CPC分类号： G06Q40/02 , G06F3/0486 , G06F3/0487 , G06Q40/06
摘要： 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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公开(公告)号：US08321316B1
公开(公告)日：2012-11-27
申请号：US13037063
申请日：2011-02-28
申请人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
发明人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02
摘要： 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.
摘要翻译： 提供增强的流程，方法，工具，策略和技术，以更有效和高效地处理，管理，分析和传达财富相关数据和计算环境中的其他财务信息。 在各种实施例中，本文提供的分析工具已被设计成与许多客户管理其财富所使用的心理模型视觉对应。
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公开(公告)号：US08374940B1
公开(公告)日：2013-02-12
申请号：US13037072
申请日：2011-02-28
申请人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
发明人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： 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.
摘要翻译： 提供增强的流程，方法，工具，策略和技术，以更有效和高效地处理，管理，分析和传达财富相关数据和计算环境中的其他财务信息。 在各种实施例中，本文提供的分析工具已被设计成与许多客户管理其财富所使用的心理模型视觉对应。
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公开(公告)号：US09665908B1
公开(公告)日：2017-05-30
申请号：US13037096
申请日：2011-02-28
IPC分类号： G06Q40/02 , G06Q40/06 , G06F3/0484
CPC分类号： G06Q40/02 , G06F3/04847 , G06Q40/06
摘要： 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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