Issued Patents 2023
Showing 1–4 of 4 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 11748814 | Planning engine for a financial planning system | Brian Cosmano, Daryl Probetts, Jeremy Hersch, Paul O'Connell | 2023-09-05 |
| 11720956 | Integrated graphical user interface for separate service levels of a financial planning system | Daryl Probetts, Jeremy Hersch, Paul O'Connell | 2023-08-08 |
| 11710178 | Graphical user interface for presenting incremental opportunities in a financial planning system | Daryl Probetts, Paul O'Connell | 2023-07-25 |
| 11645709 | Graphical user interface for participants and service representatives in a financial planning system | Daryl Probetts | 2023-05-09 |