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US Patent 11704736 Computerized portfolio management tool

OverviewStructured DataIssuesContributorsActivity
Is a
Patent
Patent
0
Current Assignee
Wells Fargo
Wells Fargo
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Date Filed
May 14, 2021
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Date of Patent
July 18, 2023
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Patent Applicant
Wells Fargo
Wells Fargo
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Patent Application Number
17302891
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Patent Citations
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US Patent 7870051 Selecting investments for a portfolio
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US Patent 7949590 Apparatus, method and system for designing and trading macroeconomic investment views
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US Patent 8275688 Personalized financial illustration, guidance and advisory system for reference-date dependent investments
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US Patent 8315936 Identifying and compensating for model mis-specification in factor risk models
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US Patent 8352347 Investment classification and tracking system using diamond ratings
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US Patent 8386360 Method for personalized guidance for reference date dependent investments
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US Patent 8478675 Systems and methods to rebalance portfolios of securities
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US Patent 8533089 Methodology and process for constructing factor indexes
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US Patent 8548884 Systems and methods for portfolio analysis
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US Patent 8566184 Method and tool for portfolio monitoring, rebalancing and reporting
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•••
Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
11704736
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Patent Primary Examiner
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Hao Fu
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CPC Code
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G06Q 40/06
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G06Q 40/04
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G06Q 40/00
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G06Q 10/10
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