Wealth allocation analysis tools
First Claim
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1. A computer-implemented analysis method comprising:
- generating, with a computer processor, an allocation of assets in response to a group of one or more asset objects selected in association with one or more client asset accounts;
displaying, with the computer processor, in a graphical display portion of an allocation analysis tool, the generated allocation of assets;
wherein the graphical display portion includes multiple segments, wherein each segment represents an asset type; and
,wherein at least one segment of the graphical display portion includes one or more sub-segments which represent a component part of the asset type represented by the segment.
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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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Citations
15 Claims
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1. A computer-implemented analysis method comprising:
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generating, with a computer processor, an allocation of assets in response to a group of one or more asset objects selected in association with one or more client asset accounts; displaying, with the computer processor, in a graphical display portion of an allocation analysis tool, the generated allocation of assets; wherein the graphical display portion includes multiple segments, wherein each segment represents an asset type; and
,wherein at least one segment of the graphical display portion includes one or more sub-segments which represent a component part of the asset type represented by the segment. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
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15. A computer system for analyzing asset allocation, the system comprising:
a computer processor programmed for; generating an allocation of assets in response to a group of one or more asset objects selected in association with one or more client asset accounts; displaying, in a graphical display portion of an allocation analysis tool, the generated allocation of assets; wherein the graphical display portion includes multiple segments, and wherein each segment represents an asset type; and
,wherein at least one segment of the graphical display portion includes one or more sub-segments which represent a component part of the asset type represented by the segment.
Specification