Patents by Inventor Domingo Viesca Decanini

Domingo Viesca Decanini 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).

  • Patent number: 11887192
    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
  • Publication number: 20210209689
    Abstract: A computer system and method 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: Application
    Filed: January 11, 2021
    Publication date: July 8, 2021
    Inventors: Domingo Viesca Decanini, Javier Manuel Gutierrez Rodriguez
  • Patent number: 10909625
    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
  • Publication number: 20180130133
    Abstract: A computer system and method 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: Application
    Filed: December 22, 2017
    Publication date: May 10, 2018
    Inventors: Domingo Viesca Decanini, Javier Manuel Gutierrez Rodriguez
  • Publication number: 20160253759
    Abstract: A computer system and method is disclosed 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: Application
    Filed: April 30, 2015
    Publication date: September 1, 2016
    Inventors: Domingo Viesca Decanini, Javier Manuel Gutierrez Rodriguez