| 10540712 |
User interface with controller for selectively redistributing funds between accounts |
Michael Scott Ley, Christine Johns, Christopher Michael Bajgier, David Wisely Vondle, Dario Buzzini +2 more |
2020-01-21 |
| 10282780 |
Systems and methods for scheduling and tracking account activity |
Michael Scott Ley, Bryan L. Mackrell, Thomas Kunz, Hyun Jin Ko, Michael Aaron Chapman +1 more |
2019-05-07 |
| 9852470 |
Time period analysis tools for wealth management transactions |
Thomas Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang +2 more |
2017-12-26 |
| 8768736 |
Tracking customer spending |
Michael Aaron Chapman, Hyun Jin Ko, Mark Alexander Jones, Bryan L. Mackrell, Michael Scott Ley +1 more |
2014-07-01 |
| 8751385 |
Financial email |
Michael Aaron Chapman, Hyun Jin Ko, Mark Alexander Jones, Bryan L. Mackrell, Thomas Kunz |
2014-06-10 |
| 8682754 |
Tracking customer spending and income |
Michael Aaron Chapman, Hyun Jin Ko, Mark Alexander Jones, Bryan L. Mackrell, Michael Scott Ley +1 more |
2014-03-25 |
| 8606674 |
Income analysis tools for wealth management |
Thomas Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang +2 more |
2013-12-10 |
| 8423440 |
Systems and methods for facilitating transfers between accounts |
Bryan L. Mackrell, Michael Scott Ley, Peter Ehling, Michael Aaron Chapman, Mark Alexander Jones |
2013-04-16 |
| 8423452 |
Systems and methods for scheduling and tracking bank account activity |
Michael Scott Ley, Bryan L. Mackrell, Thomas Kunz, Hyun Jin Ko, Michael Aaron Chapman +1 more |
2013-04-16 |
| 8401938 |
Transferring funds between parties' financial accounts |
Michael Aaron Chapman, Hyun Jin Ko, Mark Alexander Jones, Bryan L. Mackrell, Michael Scott Ley |
2013-03-19 |
| 8374940 |
Wealth allocation analysis tools |
Thomas Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang +2 more |
2013-02-12 |
| 8321316 |
Income analysis tools for wealth management |
Thomas Kunz, Erik Rettger, David Farkas, Christina Payne Earle, Dennis Y. Wang +2 more |
2012-11-27 |
| 8229806 |
Computer implemented method of tracking customer spending and income |
Michael Aaron Chapman, Hyun Jin Ko, Mark Alexander Jones, Bryan L. Mackrell, Michael Scott Ley +1 more |
2012-07-24 |