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Total properties:
14
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Patent #:
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Issue Dt:
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09/18/2001
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Application #:
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09151715
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Filing Dt:
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09/11/1998
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Title:
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ENHANCING UTILITY AND DIVERSIFYING MODEL RISK IN A PORTFOLIO OPTIMIZATON FRAMEWORK
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Patent #:
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Issue Dt:
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05/16/2000
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Application #:
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09233169
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Filing Dt:
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01/19/1999
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Title:
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COMPUTER ASSISTED AND/OR IMPLEMENTED PROCESS AND ARCHITECTURE FOR CUSTOMER ACCOUNT CREATION, MAINTENANCE AND ADMINISTRATION FOR AN INVESTMENT AND/OR RETIREMENT PROGRAM
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Patent #:
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Issue Dt:
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01/04/2000
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Application #:
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09318047
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Filing Dt:
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05/25/1999
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Title:
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USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
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Patent #:
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Issue Dt:
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03/21/2006
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Application #:
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09495982
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Filing Dt:
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02/01/2000
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Title:
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IDENTIFYING A RECOMMENDED PORTFOLIO OF FINANCIAL PRODUCTS FOR AN INVESTOR BASED UPON FINANCIAL PRODUCTS THAT ARE AVAILABLE TO THE INVESTOR
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Patent #:
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Issue Dt:
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07/24/2007
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Application #:
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09792258
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Filing Dt:
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02/23/2001
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Publication #:
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Pub Dt:
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01/03/2002
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Title:
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LOAD AWARE OPTIMIZATION
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Patent #:
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Issue Dt:
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06/13/2006
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Application #:
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09904707
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Filing Dt:
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07/12/2001
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Publication #:
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Pub Dt:
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09/26/2002
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Title:
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USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM THAT ALLOWS AN END USER TO INTERACTIVELY EXPLORE TRADEOFFS AMONG INPUT DECISIONS
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Patent #:
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Issue Dt:
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01/22/2008
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Application #:
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09955394
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Filing Dt:
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09/17/2001
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Publication #:
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Pub Dt:
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04/24/2003
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Title:
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ENHANCING UTILITY AND DIVERSIFYING MODEL RISK IN A PORTFOLIO OPTIMIZATION FRAMEWORK
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Patent #:
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Issue Dt:
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06/12/2012
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Application #:
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10404818
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Filing Dt:
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03/31/2003
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Title:
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TAX-AWARE ASSET ALLOCATION
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Patent #:
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Issue Dt:
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08/31/2010
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Application #:
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11219513
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Filing Dt:
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09/02/2005
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Publication #:
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Pub Dt:
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01/12/2006
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Title:
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FINANCIAL ADVISORY SYSTEM
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Patent #:
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Issue Dt:
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08/10/2010
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Application #:
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11933555
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Filing Dt:
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11/01/2007
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Publication #:
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Pub Dt:
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06/26/2008
| | | | |
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Title:
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USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
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Patent #:
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Issue Dt:
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07/19/2011
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Application #:
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12127000
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Filing Dt:
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05/26/2008
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Publication #:
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Pub Dt:
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09/25/2008
| | | | |
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Title:
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FINANCIAL ADVISORY SYSTEM
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Patent #:
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Issue Dt:
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10/12/2010
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Application #:
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12259429
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Filing Dt:
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10/28/2008
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Publication #:
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Pub Dt:
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02/26/2009
| | | | |
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Title:
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FINANCIAL GOAL PLANNING AND ANALYSIS SYSTEM
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Patent #:
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Issue Dt:
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07/17/2012
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Application #:
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12693996
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Filing Dt:
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01/26/2010
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Title:
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METHOD, SYSTEM, AND COMPUTER PROGRAM FOR INVESTING
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Patent #:
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Issue Dt:
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05/13/2014
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Application #:
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13195447
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Filing Dt:
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08/01/2011
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Publication #:
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Pub Dt:
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07/19/2012
| | | | |
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Title:
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CREATING AND MAINTAINING A PAYOUT-READY PORTFOLIO WITHIN AN INVESTMENT PLAN TO GENERATE A SUSTAINABLE INCOME STREAM
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