Issued Patents All Time
Showing 1–5 of 5 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 9064284 | System and method of providing a financial investment recommendation using a portfolio planner | Norbert Janiszeski, Laif A. Wheeler, Laurie Jimenez, Nancy Shutt, Alan Sell +5 more | 2015-06-23 |
| 8635132 | Self-service real-time financial advice | Robert Morales, Rennie Garcia, Robert Anthony Pacheco | 2014-01-21 |
| 8620785 | Systems and methods for aggregating data for real-time financial plan | Robert Morales, Rennie Garcia, Robert Anthony Pacheco | 2013-12-31 |
| 8204806 | System and method of processing account information over a computer network | David Craig, Jeff William Robel, William Eugene Kooiman | 2012-06-19 |
| 7895102 | Systems and methods for financial plan benchmarking | Robert Morales, Rennie Garcia, Robert Anthony Pacheco | 2011-02-22 |