Patents by Inventor Daniel Pollard Egan

Daniel Pollard Egan 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).

  • METHODS AND SYSTEMS FOR ASSESSING FINANCIAL PERSONALITY
    Publication number: 20110270780
    Abstract: One or more aspects comprise a computer system comprising one or more servers that: (a) provide a financial personality assessment questionnaire to a user; and (b) receive data describing said user's responses to one or more questions in said questionnaire; and one or more processors in communication with said one or more servers that: (a) based on said data describing said user's responses, assess said user's investment-related attitudes across a plurality of scales and produce a multi-dimensional financial personality identifier for said user; and (b) construct a user risk profile for said user derived from said multi-dimensional financial personality identifier.
    Type: Application
    Filed: March 24, 2011
    Publication date: November 3, 2011
    Inventors: Gregory Bryn Davies, Daniel Pollard Egan, Peter Brooks, Mitchell Cox
  • METHODS AND SYSTEMS FOR ASSESSING FINANCIAL PERSONALITY
    Publication number: 20110251978
    Abstract: One or more aspects comprise a computer system comprising one or more servers that: (a) provide a financial personality assessment questionnaire to a user; and (b) receive data describing said user's responses to one or more questions in said questionnaire; and one or more processors in communication with said one or more servers that: (a) based on said data describing said user's responses, assess said user's investment-related attitudes across a plurality of scales and produce a multi-dimensional financial personality identifier for said user; and (b) construct a user risk profile for said user derived from said multi-dimensional financial personality identifier.
    Type: Application
    Filed: April 26, 2011
    Publication date: October 13, 2011
    Inventors: Gregory Bryn Davies, Daniel Pollard Egan, Peter Brooks, Mitchell Cox