Patents by Inventor Nic Santean

Nic Santean has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Rate benchmarking tool for fee-based and managed accounts
    Patent number: 8401945
    Abstract: A computer for displaying an evaluation tool for evaluating a proposed fee on behalf of a professional, including a memory having at least one region for storing computer executable program code and a processor for executing the program code stored in the memory. The program code includes code for receiving a product type for a proposed client account, a proposed fee for the proposed client account, and at least one of the following numerical parameters: (i) an account asset amount for the proposed client account, (ii) a relationship asset amount for the proposed client account, and (iii) a breakdown of components in an asset mix for the proposed client account. A range of historical fees of the nearest neighbor historical accounts is shown on a graph from lowest to highest, and the proposed fee is shown on the graph relative to the nearest neighbor historical fees.
    Type: Grant
    Filed: November 5, 2010
    Date of Patent: March 19, 2013
    Assignee: PriceMetrix, Inc.
    Inventors: Sarah McFarlane, Milen Kovachev, Nic Santean, Patrick Kennedy
  • RATE BENCHMARKING TOOL FOR FEE-BASED AND MANAGED ACCOUNTS
    Publication number: 20120116991
    Abstract: A computer for displaying an evaluation tool for evaluating a proposed fee on behalf of a professional, including a memory having at least one region for storing computer executable program code and a processor for executing the program code stored in the memory. The program code includes code for receiving a product type for a proposed client account, a proposed fee for the proposed client account, and at least one of the following numerical parameters: (i) an account asset amount for the proposed client account, (ii) a relationship asset amount for the proposed client account, and (iii) a breakdown of components in an asset mix for the proposed client account. A range of historical fees of the nearest neighbor historical accounts is shown on a graph from lowest to highest, and the proposed fee is shown on the graph relative to the nearest neighbor historical fees.
    Type: Application
    Filed: November 5, 2010
    Publication date: May 10, 2012
    Inventors: Sarah McFarlane, Milen Kovachev, Nic Santean, Patrick Kennedy