Patents by Inventor Lawrence W. Manning

Lawrence W. Manning 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).

  • System and method for providing information related to a financial portfolio
    Publication number: 20170053356
    Abstract: A method for providing information related to a financial portfolio of a client. The method can include the steps of receiving tax news data related to a specific country, determining from client-portfolio data if the portfolio is invested in the specific country, and determining an effect that the country-news data will have on the client-portfolio data. The method can include the step of displaying results-information related to the effect that the country-news data will have on the client-portfolio data. Region-news data can be used to compare the tax law or treaty network in various countries.
    Type: Application
    Filed: August 5, 2005
    Publication date: February 23, 2017
    Applicant: JP Morgan Chase Bank
    Inventors: Anastasia Yuelys, Lawrence W. Manning, Philip Moseley