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US Patent 11748814 Planning engine for a financial planning system

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

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