Issued Patents All Time
Showing 1–4 of 4 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 8566184 | Method and tool for portfolio monitoring, rebalancing and reporting | Eric Joseph Paluck, Julia Ann Newberry, Steven Williamson, Shawn Mize, Teri Lynn Reitan Gemilere | 2013-10-22 |
| 8498913 | Portfolio integration module for providing financial planning and advice | Jodi Jenson, Patricia Scarlato | 2013-07-30 |
| 8407125 | System and method for providing financial planning and advice | Jodi Jenson, Mark Ledson, Patti Lipinski, William J. Moran, Linda Ostrem +2 more | 2013-03-26 |
| 8306885 | Stochastic modeling module for providing financial planning and advice | Gabriela Brose, Jodi Jenson, Patricia Scarlato | 2012-11-06 |