Abstract: A computer system and method is provided for financial management and estate planning. The system provides data aggregation for both financial and non-financial assets to create a “virtual vault” from which the owner can view all information about his/her portfolio. In some embodiments, the system provides a tree visualization of the portfolio, which allows a structured organization that provides both a high level view and the ability to drill down to an in-depth analysis. In some cases, the system provides segmented permissions in which restricted access could be granted based on module and/or asset in the tree visualization.
Type:
Grant
Filed:
January 11, 2021
Date of Patent:
January 30, 2024
Assignee:
Masttro Holding AG
Inventors:
Domingo Viesca Decanini, Javier Manuel Gutierrez Rodriguez
Abstract: A computer system and method is provided for financial management and estate planning. The system provides data aggregation for both financial and non-financial assets to create a “virtual vault” from which the owner can view all information about his/her portfolio. In some embodiments, the system provides a tree visualization of the portfolio, which allows a structured organization that provides both a high level view and the ability to drill down to an in- depth analysis. In some cases, the system provides segmented permissions in which restricted access could be granted based on module and/or asset in the tree visualization.
Type:
Grant
Filed:
December 22, 2017
Date of Patent:
February 2, 2021
Assignee:
MASTTRO HOLDING AG
Inventors:
Domingo Viesca Decanini, Javier Manuel Gutierrez Rodriguez