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US Patent 11748814 Planning engine for a financial planning system
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Patent
Date Filed
April 30, 2020
Date of Patent
September 5, 2023
Patent Application Number
16863174
Patent Citations
US Patent 8738527 Establishing a financial account using a mobile computing device
US Patent 9491178 Identifying a measure of online security
US Patent 9548996 Hybrid engine for generating a recommended security tier
US Patent 9558250 System tools for evaluating operational and financial performance from dispatchers using after the fact analysis
US Patent 9773276 System and method for forecasting tax effects of financial transactions
US Patent 9990608 Virtual professionals community for conducting virtual consultations with suggested professionals
US Patent 10223754 Personal financial planning and engagement with peer-based comparison
US Patent 10438288 Multidimensional asset management tag pivot apparatuses, methods and systems
US Patent 10460379 Financial management system and method with customizable user interface
US Patent 10558992 Different user transactions on a graphical user interface
•••
Patent Inventor Names
Jeremy Hersch
Sean Hough
Paul O'Connell
Brian Cosmano
Daryl Probetts
Patent Jurisdiction
United States Patent and Trademark Office
Patent Number
11748814
Patent Primary Examiner
Mike Anderson
CPC Code
G06Q 40/06
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