Patents by Inventor Martin W. Siow

Martin W. Siow 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).

  • METHOD AND SYSTEM FOR ADAPTIVE ASSET ALLOCATION AND FINANCIAL PLANNING
    Publication number: 20230114589
    Abstract: Method and systems for adaptively allocating assets in an investment portfolio are provided. The method includes: receiving first information relating to an investment portfolio of an investor; receiving second information relating to several financial goals of the investor; determining, based on the second information, respective estimated costs for achieving each corresponding financial goal; determining, based on the first information and the second information, a current status and proposed adjustments, including to asset allocation among asset classes, that relate to achieving the financial goals; and outputting third information that relates to the determined costs, the current status, and the proposed adjustments, including to asset allocation among asset classes.
    Type: Application
    Filed: October 11, 2022
    Publication date: April 13, 2023
    Applicant: JPMorgan Chase Bank, N.A.
    Inventors: Martin W. SIOW, Junyang HONG, Angela Y. CHOI, Georgiy ZHIKHAREV
  • Estate disposition modeling
    Patent number: 9836797
    Abstract: A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated.
    Type: Grant
    Filed: May 17, 2012
    Date of Patent: December 5, 2017
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Janine A. Racanelli, Tina D. Millligan, Martin W. Siow, Ramy F. El-Menshawy, Ryan D. Toben, Lauren Anderson
  • Estate Disposition Modeling
    Publication number: 20120284201
    Abstract: A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated.
    Type: Application
    Filed: May 17, 2012
    Publication date: November 8, 2012
    Applicant: JPMorgan Chase Bank, N.A.
    Inventors: Janine A. Racanelli, Tina D. Millligan, Martin W. Siow, Ramy F. El-Menshawy, Ryan D. Toben, Lauren Anderson
  • Estate disposition modeling
    Patent number: 8204834
    Abstract: A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated.
    Type: Grant
    Filed: September 5, 2008
    Date of Patent: June 19, 2012
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Janine A. Racanelli, Tina D. Millligan, Martin W. Siow, Ramy F. El-Menshawy, Ryan D. Toben, Lauren Anderson
  • Estate Disposition Modeling
    Publication number: 20100063908
    Abstract: A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated.
    Type: Application
    Filed: September 5, 2008
    Publication date: March 11, 2010
    Applicant: JPMorgan Chase Bank, N.A.
    Inventors: Janine A. Racanelli, Tina D. Millligan, Martin W. Siow, Ramy F. El-Menshawy, Ryan D. Toben, Lauren Anderson