Patents by Inventor David Farkas

David Farkas 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).

  • Time period analysis tools for wealth management transactions
    Patent number: 9852470
    Abstract: Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.
    Type: Grant
    Filed: February 28, 2011
    Date of Patent: December 26, 2017
    Assignee: The PNC Financial Services Group, Inc.
    Inventors: Thomas S. Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang, Rodney H. Monson, Luke P. Woods, Simon King
  • Net worth analysis tools
    Patent number: 9665908
    Abstract: Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.
    Type: Grant
    Filed: February 28, 2011
    Date of Patent: May 30, 2017
    Assignee: The PNC Financial Services Group, Inc.
    Inventors: Thomas S. Kunz, Erik Rettger, Christina Payne Earle, Dennis Y. Wang, David Farkas
  • Income analysis tools for wealth management
    Patent number: 8606674
    Abstract: Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.
    Type: Grant
    Filed: November 26, 2012
    Date of Patent: December 10, 2013
    Assignee: The PNC Financial Services Group, Inc.
    Inventors: Thomas S. Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang, Rodney H. Monson, Luke P. Woods, Simon King
  • Wealth allocation analysis tools
    Patent number: 8374940
    Abstract: Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.
    Type: Grant
    Filed: February 28, 2011
    Date of Patent: February 12, 2013
    Assignee: The PNC Financial Services Group, Inc.
    Inventors: Thomas S. Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang, Rodney H. Monson, Luke P. Woods, Simon King
  • Income analysis tools for wealth management
    Patent number: 8321316
    Abstract: Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.
    Type: Grant
    Filed: February 28, 2011
    Date of Patent: November 27, 2012
    Assignee: The PNC Financial Services Group, Inc.
    Inventors: Thomas S. Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang, Rodney H. Monson, Luke P. Woods, Simon King