Total properties:
11
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Patent #:
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Issue Dt:
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09/26/2000
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Application #:
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08982941
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Filing Dt:
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12/02/1997
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Title:
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PRICING MODULE FOR FINANCIAL ADVISORY SYSTEM
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Patent #:
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Issue Dt:
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02/01/2000
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Application #:
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08982942
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Filing Dt:
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12/02/1997
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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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06/29/1999
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Application #:
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08988226
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Filing Dt:
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12/10/1997
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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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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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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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