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US Patent 7577597 System for financial planning

Patent 7577597 was granted and assigned to T. Rowe Price on August, 2009 by the United States Patent and Trademark Office.

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Patent attributes

Current Assignee

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Patent Jurisdiction

United States Patent and Trademark Office

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Patent Number

Patent Inventor Names

Suzanne S. Allison0

Joseph P. Healy0

Phillip Liebes0

James M. Surguine0

Date of Patent

August 18, 2009

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Patent Application Number

093930240

Date Filed

September 9, 1999

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Patent Citations Received

US Patent 12093611 Systems and methods for controlling predictive modeling processes on a mobile device

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US Patent 11803914 Method and system for building an investment portfolio

US Patent 11941700 Measuring risk tolerance using virtual or augmented reality view of simulated outcome

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Patent Primary Examiner

Daniel S Felten

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Patent abstract

A system for financial planning is disclosed. The system determines at least one financial strategy for assets to meet financial goals. The system determines an outcome for each of a plurality of financial strategies and selects at least one of the financial strategies to meet the financial goals using a software-implemented decision analysis and the outcomes for the financial strategies.

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