Is a
Patent attributes
Patent Jurisdiction
Patent Number
Date of Patent
February 12, 2013
Patent Application Number
13037072
Date Filed
February 28, 2011
Patent Citations Received
Patent Primary Examiner
Patent 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.
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