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Wealth allocation analysis tools

  • US 8,374,940 B1
  • Filed: 02/28/2011
  • Issued: 02/12/2013
  • Est. Priority Date: 02/28/2011
  • Status: Active Grant
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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