Paul I O'Connell

US Patent:

20130138721, May 30, 2013

Filed:

Nov 30, 2011

Appl. No.:

13/307451

Inventors:

Paul O'Connell - Wilmington MA, US
David Nguyen - Newton MA, US
George White - Cambridge MA, US
Matt Crist - Jamaica Plain MA, US
Michael Tuccinard - Shrewsbury MA, US
Matthew Stuehler - Westwood MA, US
Michael Novak - Needham MA, US

International Classification:

G06F 15/16

US Classification:

709203

Abstract:

A finds comparison tool is provided that includes a presentation tier providing a plurality of interfaces for interacting with a plurality of client applications. The presentation tier allows the client applications to send requests for a plurality of analytics to be performed regarding comparing the performance of one or more funds or portfolios as well allowing mobile-based client applications and web-based client applications to communicate with the funds comparison tool. An application tier processes the requests sent by the client applications by providing the data used by the client applications, storing and retrieving of session data, and an interface for the analytics information captured during sessions so as to allow a visualization of the analytics used in the comparison of the one or more funds or portfolios.

US Patent:

20130318007, Nov 28, 2013

Filed:

May 23, 2013

Appl. No.:

13/900978

Inventors:

Paul P. O'Connell - Wilmington MA, US
David R. Nguyen - Newton MA, US
Staci Dubovik - Framingham MA, US
Eric H. Sagalyn - Carlisle MA, US

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

A lifetime income analysis tool (LIAT) that includes a client-based application that provides selective information relating to an individual's retirement. The client-based application processes the selective information to be sent as a request. A server-based application receives the request and processes the request to evaluate the feasibility of an individual's retirement income goal. The server-based application also provides a customized estimate of expected future monthly income needed to cover a broad range of health-care costs in retirement utilizing a plurality of LIAT factors. The server-based application sends its findings as a response to the client-based application for viewing by a user.