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1. 发明授权

US08417614B1 Investor personality tool 有权
标题翻译：投资者个性工具
公开(公告)号：US08417614B1
公开(公告)日：2013-04-09
申请号：US12803707
申请日：2010-07-02
申请人： Bryan L. Mackrell , Isabel Ford , Erin Koch , Jonathan Randall
发明人： Bryan L. Mackrell , Isabel Ford , Erin Koch , Jonathan Randall
IPC分类号： G06Q40/00
CPC分类号： G06Q30/0241 , G06Q40/06
摘要： Various embodiments are directed to computer-implemented methods for providing investor services. The methods may comprise providing a user interface to a user via a first computer device. The user interface may comprise a first axis describing a desired level of involvement of the user in investment decisions and a second axis describing a risk tolerance of the user. The user interface may also comprise a first icon representing a first position on the first and second axes and a second icon representing a second position on the first and second axes. When the first or second icons are activated, the interface may display a description of respective example investors having investment characteristics corresponding to the respective first and second positions on the axes. The user interface may also comprise first and second slider bars corresponding to the respective axes. The slider bars may be movable in response to a signal from a first input device in communication with the computer system. The methods may further comprise receiving from the user, via the user interface, an indication of a user position on the first and second axes; and storing first data describing the user position on the first and second axis in association with an identifier of the user.
摘要翻译：各种实施例涉及用于提供投资者服务的计算机实现的方法。所述方法可以包括经由第一计算机设备向用户提供用户界面。用户界面可以包括描述用户参与投资决策的期望水平的第一轴线和描述用户的风险承受能力的第二轴线。用户界面还可以包括表示第一和第二轴上的第一位置的第一图标和表示第一和第二轴上的第二位置的第二图标。当第一或第二图标被激活时，界面可以显示具有与轴上相应的第一和第二位置相对应的投资特征的相应示例投资者的描述。用户界面还可以包括对应于各个轴的第一和第二滑块。滑块可以响应于来自与计算机系统通信的第一输入设备的信号而可移动。所述方法还可以包括经由用户界面从用户接收在第一和第二轴上的用户位置的指示; 并且与用户的标识符相关联地存储描述用户位置的第一数据在第一和第二轴上。

2. 发明授权

US08423444B1 Investor personality tool 有权
标题翻译：投资者个性工具
公开(公告)号：US08423444B1
公开(公告)日：2013-04-16
申请号：US12803706
申请日：2010-07-02
申请人： Bryan L. Mackrell , Isabel Ford , Erin Koch , Jonathan Randall
发明人： Bryan L. Mackrell , Isabel Ford , Erin Koch , Jonathan Randall
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： Various embodiments are directed to a computer system comprising at least one computer programmed to provide a user interface to a user via a first computer device. The user interface may comprise a first axis describing a desired level of involvement of the user in investment decisions and a second axis describing a risk tolerance of the user. The user interface may also comprise a first icon representing a first position on the first and second axes and a second icon representing a second position on the first and second axes. When the first or second icons are activated, the interface may display a description of respective example investors having investment characteristics corresponding to the respective first and second positions on the axes. The user interface may also comprise first and second slider bars corresponding to the respective axes. The slider bars may be movable in response to a signal from a first input device in communication with the computer system. The computer system may be further programmed to receive from the user, via the user interface, an indication of a user position on the first and second axes; and store first data describing the user position on the first and second axis in association with an identifier of the user.
摘要翻译：各种实施例涉及一种计算机系统，该计算机系统包括被编程为经由第一计算机设备向用户提供用户界面的至少一个计算机。用户界面可以包括描述用户参与投资决策的期望水平的第一轴线和描述用户的风险承受能力的第二轴线。用户界面还可以包括表示第一和第二轴上的第一位置的第一图标和表示第一和第二轴上的第二位置的第二图标。当第一或第二图标被激活时，界面可以显示具有与轴上相应的第一和第二位置相对应的投资特征的相应示例投资者的描述。用户界面还可以包括对应于各个轴的第一和第二滑块。滑块可以响应于来自与计算机系统通信的第一输入设备的信号而可移动。计算机系统可以被进一步编程为经由用户接口从用户接收在第一和第二轴上的用户位置的指示; 并且与用户的标识符相关联地存储描述第一和第二轴上的用户位置的第一数据。

3. 发明授权

US11475524B1 Investor retirement lifestyle planning tool 有权
公开(公告)号：US11475524B1
公开(公告)日：2022-10-18
申请号：US12803705
申请日：2010-07-02
申请人： Bryan L. Mackrell , Isabel Ford , Erin Koch , Jonathan Randall
发明人： Bryan L. Mackrell , Isabel Ford , Erin Koch , Jonathan Randall
IPC分类号： G06Q40/06
摘要： A method for providing investing services is provided. Through a first computer device user interface, a computer system receives first data from the user indicating the user's expected retirement spend in a plurality of spending categories at a first level of detail and stores the data at a data location. Through a second computer device user interface, the computer system receives identifier data indicating the user and retrieves the first data from the data location. The first data is supplemented by second data indicating the user's expected retirement spend in the plurality of spending categories at a more detailed second level of detail. A target asset level necessary for the user to fund a retirement considering expected retirement spend for the plurality of spending categories is determined considering the first and second data. The target asset level is displayed to the user.

4. 发明授权

US08791949B1 Investment management marketing tool 有权
标题翻译：投资管理营销工具
公开(公告)号：US08791949B1
公开(公告)日：2014-07-29
申请号：US12754967
申请日：2010-04-06
申请人： Bryan L. Mackrell , Isabel Ford , Erin Koch
发明人： Bryan L. Mackrell , Isabel Ford , Erin Koch
IPC分类号： G06T11/20
CPC分类号： G06Q40/00 , G06Q30/0241 , G06Q40/06
摘要： Various embodiments are directed to methods for marketing investment services. The methods may comprise receiving at least one signal from a position detector indicating a position of a viewer relative to a display screen in a first axis and a perpendicular distance of the viewer from the display screen. The display screen may be aligned along the first axis and a second axis. The methods may also comprise displaying with the display screen a user interface. The user interface may comprise an age scale aligned with the first axis, an asset scale aligned with a second axis and a chart of assets versus age. Upon determining that the perpendicular distance of the viewer from the display screen is less than a predetermined value, the methods may comprise modifying the interface to display an element at a first position on the age scale corresponding to a position of the viewer relative to the display screen in the first axis. The element may comprise information describing at least one of an investment-related event occurring at the first position on the age scale and an investment-related service related to the first position on the age scale.
摘要翻译：各种实施例涉及用于营销投资服务的方法。所述方法可以包括从位置检测器接收指示观察者相对于显示屏幕的位置的第一轴线和观看者与显示屏幕的垂直距离的至少一个信号。显示屏可以沿着第一轴线和第二轴线对准。所述方法还可以包括用显示屏显示用户界面。用户界面可以包括与第一轴对齐的年龄标度，与第二轴对齐的资产量纲和资产图与年龄。在确定观看者与显示屏幕的垂直距离小于预定值时，方法可以包括修改界面以在与观看者相对于显示器的位置对应的年龄标度上的第一位置显示元素屏幕在第一轴。该元素可以包括描述在年龄规模上的第一位置发生的投资相关事件和与年龄规模上的第一职位相关的投资相关服务中的至少一个的信息。

5. 发明授权

US08780115B1 Investment management marketing tool 有权
标题翻译：投资管理营销工具
公开(公告)号：US08780115B1
公开(公告)日：2014-07-15
申请号：US12754974
申请日：2010-04-06
申请人： Bryan L. Mackrell , Isabel Ford , Erin Koch
发明人： Bryan L. Mackrell , Isabel Ford , Erin Koch
IPC分类号： G06T11/20
CPC分类号： G06Q30/0241 , G06Q40/06
摘要： An apparatus for marketing investment services comprising a display screen aligned along a vertical axis and a horizontal axis, a position detector, and a computer device. The computer device may receive at least one signal from the position detector indicating a position of a viewer relative to the display screen in the horizontal axis and a perpendicular distance of the viewer from the display screen; cause the display screen to display a user interface. The user interface may comprise an age scale aligned with the horizontal axis, an asset scale aligned with the vertical axis and a chart of assets versus age. Upon determining that the perpendicular distance of the viewer from the display screen is less than a predetermined value, the computer device modify the interface to display an element at a first position on the age scale corresponding to a position of the viewer relative to the display screen in the horizontal axis.
摘要翻译：一种用于营销投资服务的装置，包括沿垂直轴和水平轴对准的显示屏幕，位置检测器和计算机设备。计算机设备可以从位置检测器接收指示观看者相对于显示屏在水平轴中的位置和观看者与显示屏垂直距离的至少一个信号; 使显示屏显示用户界面。用户界面可以包括与水平轴对齐的年龄标度，与垂直轴对齐的资产尺度和资产图对年龄。在确定观看者与显示屏幕的垂直距离小于预定值的情况下，计算机设备修改接口以在对应于观看者相对于显示屏幕的位置的年龄标度上的第一位置显示元素在水平轴上。

6. 发明授权

US08423440B1 Systems and methods for facilitating transfers between accounts 有权
标题翻译：促进帐户之间转移的系统和方法
公开(公告)号：US08423440B1
公开(公告)日：2013-04-16
申请号：US12363921
申请日：2009-02-02
申请人： Bryan L. Mackrell , Michael Ley , Peter Ehling , Michael Aaron Chapman , Mark Alexander Jones , Rodney Hal Monson
发明人： Bryan L. Mackrell , Michael Ley , Peter Ehling , Michael Aaron Chapman , Mark Alexander Jones , Rodney Hal Monson
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02
摘要： A computer assisted method for facilitating transfers between financial accounts. The method includes accepting a funds transfer request via the selection of an icon, by a user, wherein the icon represents a designated transfer of a predetermined amount of funds between a funding account and at least one receiving account. The method further includes transferring the amount of funds from the funding account to the at least one receiving account.
摘要翻译：一种促进金融账户之间转移的计算机辅助方法。该方法包括通过用户对图标的选择来接受资金转移请求，其中图标表示在资金账户与至少一个接收账户之间的预定金额的指定的转账。该方法还包括将资金数量从资金账户转移到至少一个接收账户。

7. 发明授权

US10891036B1 User interfaces and system including same 有权
公开(公告)号：US10891036B1
公开(公告)日：2021-01-12
申请号：US12696959
申请日：2010-01-29
申请人： Bryan L. Mackrell , Michael Scott Ley , Christine Johns , David Wisely Vondle , Chui-Ling Michelle Moy , Jennifer Marie Levin , Marieke Smets
发明人： Bryan L. Mackrell , Michael Scott Ley , Christine Johns , David Wisely Vondle , Chui-Ling Michelle Moy , Jennifer Marie Levin , Marieke Smets
IPC分类号： G06F3/0484
摘要： A method for displaying an information graphic via an electronic user interface to integrate information from accounts held at a financial institution. In one embodiment, the method includes displaying a first graphic element to display first information associated with at least one first account and displaying a second graphic element to display second information associated with at least one second account. A dimension of the first graphic element is representative of the first information and a dimension of the second graphic element is representative of the second information. Displaying the second graphical element includes displaying a first portion of the second graphic element that is selectable to alternately virtually hide and display a second portion of the second graphic element.

8. 发明授权

US08682754B1 Tracking customer spending and income 有权
标题翻译：跟踪客户支出和收入
公开(公告)号：US08682754B1
公开(公告)日：2014-03-25
申请号：US13530778
申请日：2012-06-22
申请人： Michael Aaron Chapman , Hyun Jin Ko , Rodney Hal Monson , Mark Alexander Jones , Bryan L. Mackrell , Michael Ley , Thomas Kunz
发明人： Michael Aaron Chapman , Hyun Jin Ko , Rodney Hal Monson , Mark Alexander Jones , Bryan L. Mackrell , Michael Ley , Thomas Kunz
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/12
摘要： Computer implemented methods of tracking customer spending and income are provided. The methods may comprise aggregating spending transactions by estimating income to a customer during a first time period. The methods may also comprise displaying a user interface to the customer. The user interface may comprise a first bar indicating customer income and a second bar indicating customer spending.
摘要翻译：提供了跟踪客户支出和收入的计算机实施方法。所述方法可以包括通过在第一时间段期间向客户估计收入来聚合支出交易。所述方法还可以包括向客户显示用户界面。用户界面可以包括指示客户收入的第一条和指示客户支出的第二条。

9. 发明授权

US08751385B1 Financial email 有权
标题翻译：财务电子邮件
公开(公告)号：US08751385B1
公开(公告)日：2014-06-10
申请号：US12120995
申请日：2008-05-15
申请人： Michael A. Chapman , Hyun Jin Ko , Rodney H. Monson , Mark A. Jones , Bryan L. Mackrell , Thomas S. Kunz
发明人： Michael A. Chapman , Hyun Jin Ko , Rodney H. Monson , Mark A. Jones , Bryan L. Mackrell , Thomas S. Kunz
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02 , G06Q10/107
摘要： A user interface hosted by a financial institution. The user interface is accessible via a communication network by a first user using a client device and includes at least one first screen for managing financial transactions of the first user. The user interface further includes a second screen for conducting email communication between the first user and at least one party other than the financial institution.
摘要翻译：由金融机构托管的用户界面。用户界面可以由第一用户使用客户端设备通过通信网络访问，并且包括用于管理第一用户的金融交易的至少一个第一屏幕。用户接口还包括用于在第一用户与金融机构以外的至少一方进行电子邮件通信的第二屏幕。

10. 发明授权

US08229806B1 Computer implemented method of tracking customer spending and income 失效
标题翻译：计算机实现跟踪客户支出和收入的方法
公开(公告)号：US08229806B1
公开(公告)日：2012-07-24
申请号：US12152074
申请日：2008-05-12
申请人： Michael Aaron Chapman , Hyun Jin Ko , Rodney Hal Monson , Mark Alexander Jones , Bryan L. Mackrell , Michael S. Ley , Thomas S. Kunz
发明人： Michael Aaron Chapman , Hyun Jin Ko , Rodney Hal Monson , Mark Alexander Jones , Bryan L. Mackrell , Michael S. Ley , Thomas S. Kunz
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/12
摘要： Computer implemented methods of tracking customer spending and income are provided. The methods may comprise aggregating spending transactions by estimating income to a customer during a first time period. The methods may also comprise displaying a user interface to the customer. The user interface may comprise a first bar indicating customer income and a second bar indicating customer spending.
摘要翻译：提供了跟踪客户支出和收入的计算机实施方法。所述方法可以包括通过在第一时间段期间向客户估计收入来聚合支出交易。所述方法还可以包括向客户显示用户界面。用户界面可以包括指示客户收入的第一条和指示客户支出的第二条。

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