Issued Patents All Time
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 8401945 | Rate benchmarking tool for fee-based and managed accounts | Sarah McFarlane, Nic Santean, Patrick Kennedy | 2013-03-19 |
| 8065216 | Personal point of sale commission rate benchmarking tool | Douglas Trott, Lisa Bean, Cory Weech, Jamie Loughery, Jeffrey Marsden +1 more | 2011-11-22 |