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Total properties:
26
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|
|
|
Patent #:
|
|
Issue Dt:
|
01/06/2009
|
Application #:
|
09712743
|
Filing Dt:
|
11/14/2000
|
|
Title:
|
SYSTEMS AND METHODS FOR CREATING FINANCIAL ADVICE APPLICATIONS
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|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
09731163
|
Filing Dt:
|
12/06/2000
|
|
Publication #:
|
|
Pub Dt:
|
10/18/2001
| | | | |
|
Title:
|
System and method for evaluating work product
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
10/24/2006
|
Application #:
|
09940509
|
Filing Dt:
|
08/27/2001
|
|
Publication #:
|
|
Pub Dt:
|
05/16/2002
| | | | |
|
Title:
|
SYSTEM AND METHOD FOR CREATING AND ADMINISTERING AN INVESTMENT INSTRUMENT
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
10/21/2008
|
Application #:
|
09974613
|
Filing Dt:
|
10/10/2001
|
|
Publication #:
|
|
Pub Dt:
|
07/11/2002
| | | | |
|
Title:
|
SYSTEM AND METHOD FOR A FINANCIAL PLANNING COMPETITION
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|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
10142183
|
Filing Dt:
|
05/09/2002
|
|
Publication #:
|
|
Pub Dt:
|
11/28/2002
| | | | |
|
Title:
|
System and method for seminar reservations
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
09/01/2009
|
Application #:
|
10209558
|
Filing Dt:
|
07/31/2002
|
|
Title:
|
METHOD FOR MIGRATING FINANCIAL AND INDICATIVE PLAN DATA BETWEEN COMPUTERIZED RECORD KEEPING SYSTEMS WITHOUT A BLACKOUT PERIOD
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
03/26/2013
|
Application #:
|
10210827
|
Filing Dt:
|
07/31/2002
|
|
Publication #:
|
|
Pub Dt:
|
02/06/2003
| | | | |
|
Title:
|
SYSTEM AND METHOD FOR PROVIDING FINANCIAL PLANNING AND ADVICE
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
09/26/2006
|
Application #:
|
10289599
|
Filing Dt:
|
11/07/2002
|
|
Title:
|
METHOD AND SYSTEM FOR AUTOMATED GENERATION OF A REQUESTED REPORT IN A COMPUTER SYSTEM
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
10611781
|
Filing Dt:
|
06/30/2003
|
|
Publication #:
|
|
Pub Dt:
|
07/15/2004
| | | | |
|
Title:
|
System and Method for Managing the Transfer of Funds in accordance with Payment Instructions
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
10/22/2013
|
Application #:
|
10618014
|
Filing Dt:
|
07/11/2003
|
|
Title:
|
Method and tool for portfolio monitoring, rebalancing and reporting
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
11/04/2008
|
Application #:
|
10659123
|
Filing Dt:
|
09/10/2003
|
|
Title:
|
METHOD FOR ON-LINE CLIENT SET-UP AND AUTHORIZATION OF AUTOMATIC ELECTRONIC FUNDS TRANSFERS
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/01/2008
|
Application #:
|
10710748
|
Filing Dt:
|
07/30/2004
|
|
Publication #:
|
|
Pub Dt:
|
06/23/2005
| | | | |
|
Title:
|
SYSTEM AND METHOD FOR REMOTE COLLECTION OF DATA
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
10/11/2011
|
Application #:
|
10756090
|
Filing Dt:
|
01/13/2004
|
|
Title:
|
ASSET MANAGEMENT RECONCILIATION SYSTEM AND METHOD
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/26/2010
|
Application #:
|
10820071
|
Filing Dt:
|
04/07/2004
|
|
Publication #:
|
|
Pub Dt:
|
10/13/2005
| | | | |
|
Title:
|
AUTOMATED ACCOUNT STATEMENT GENERATION PROCESS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
05/12/2009
|
Application #:
|
10820199
|
Filing Dt:
|
04/07/2004
|
|
Publication #:
|
|
Pub Dt:
|
10/13/2005
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ACCOMMODATING QUALITY REVIEW IN AN AUTOMATED ACCOUNT STATEMENT GENERATION PROCESS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
07/30/2013
|
Application #:
|
10837849
|
Filing Dt:
|
05/03/2004
|
|
Publication #:
|
|
Pub Dt:
|
12/30/2004
| | | | |
|
Title:
|
Portfolio integration module for providing financial planning and advice
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
10837870
|
Filing Dt:
|
05/03/2004
|
|
Publication #:
|
|
Pub Dt:
|
01/06/2005
| | | | |
|
Title:
|
Simulator module for providing financial planning and advice
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
11/06/2012
|
Application #:
|
10837871
|
Filing Dt:
|
05/03/2004
|
|
Publication #:
|
|
Pub Dt:
|
01/06/2005
| | | | |
|
Title:
|
STOCHASTIC MODELING MODULE FOR PROVIDING FINANCIAL PLANNING AND ADVICE
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
10838114
|
Filing Dt:
|
05/03/2004
|
|
Publication #:
|
|
Pub Dt:
|
01/13/2005
| | | | |
|
Title:
|
Portfolio reconciler module for providing financial planning and advice
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
11/04/2008
|
Application #:
|
10904668
|
Filing Dt:
|
11/22/2004
|
|
Title:
|
ELECTRONIC DOCUMENT IMAGING AND DELIVERY SYSTEM AND METHOD
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
05/01/2007
|
Application #:
|
10905439
|
Filing Dt:
|
01/04/2005
|
|
Publication #:
|
|
Pub Dt:
|
07/06/2006
| | | | |
|
Title:
|
SYSTEM FOR FACILITATING ONLINE ELECTRONIC TRANSACTIONS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
09/30/2008
|
Application #:
|
10907019
|
Filing Dt:
|
03/16/2005
|
|
Publication #:
|
|
Pub Dt:
|
09/21/2006
| | | | |
|
Title:
|
SYSTEM AND METHOD FOR DYNAMICALLY RESIZING EMBEDED WEB PAGE CONTENT
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
08/12/2008
|
Application #:
|
10918558
|
Filing Dt:
|
08/13/2004
|
|
Publication #:
|
|
Pub Dt:
|
05/19/2005
| | | | |
|
Title:
|
METHOD AND SYSTEM FOR ELECTRONIC ARCHIVAL AND RETRIEVAL OF ELECTRONIC COMMUNICATIONS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/01/2008
|
Application #:
|
11076312
|
Filing Dt:
|
03/09/2005
|
|
Title:
|
ACCOUNT MONITORING SYSTEM
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/13/2009
|
Application #:
|
11160008
|
Filing Dt:
|
06/06/2005
|
|
Title:
|
SERVICE-BASED INTERFACE METHOD
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/27/2009
|
Application #:
|
11160094
|
Filing Dt:
|
06/08/2005
|
|
Title:
|
SYSTEM AND METHOD FOR CREATING A STANDARD ENVELOPE STRUCTURE
|
|
