Patent Leaderboard
USPTO Patent Rankings Data through Dec 31, 2025
Home › System and method for providing financial planning and advice

System and method for providing financial planning and advice

US Patent 8407125 · Granted Mar 26, 2013

Estimated economic value: $49,796,000 ⓘ

Assignee

Inventors

View full patent text on Google Patents →

More Patents by These Inventors

Network management data translation, querying, and discrepancy detection2022
Management of goals and recommendations2019
Network management system integrated with provisioning system2016
Policy management within a network management system2014
Management of goals and recommendations2014
Method and tool for portfolio monitoring, rebalancing and reporting2013
Portfolio integration module for providing financial planning and advice2013
Portfolio integration module for providing financial planning and advice2013
Portfolio integration module for providing financial planning and advice2013
Stochastic modeling module for providing financial planning and advice2012
Stochastic modeling module for providing financial planning and advice2012
Stochastic modeling module for providing financial planning and advice2012