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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 Citations Received
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US Patent 12093611 Systems and methods for controlling predictive modeling processes on a mobile device
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edited on 29 Mar, 2024
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Patent Citations Received
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US Patent 11941700 Measuring risk tolerance using virtual or augmented reality view of simulated outcome
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Patent Citations Received
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US Patent 11803914 Method and system for building an investment portfolio
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Patent Inventor Names
James M. Surguine0
Joseph P. Healy0
Phillip Liebes0
Suzanne S. Allison0
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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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Official Website
https://pdfpiw.uspto.gov/.piw?Docid=075775970
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US Patent 07577597 System for financial planning US Patent 7577597 System for financial planning

Infobox
Patent Number
075775970
Patent Number
75775970
Edits on 23 Sep, 2022
"Entity importer update"
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edited on 23 Sep, 2022
Infobox
Is a
Patent
Patent
0
Current Assignee
T. Rowe Price
T. Rowe Price
0
Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
0
Patent Number
075775970
Date of Patent
August 18, 2009
0
Patent Application Number
093930240
Date Filed
September 9, 1999
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Official Website
https://pdfpiw.uspto.gov/.piw?Docid=075775970
Patent Primary Examiner
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Daniel S Felten
0
Edits on 18 Jun, 2022
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Website URL
https://pdfpiw.uspto.gov/.piw?Docid=07577597
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 US Patent 07577597 System for financial planning

Infobox
Is a
Patent
Patent
Current assignee
T. Rowe Price
T. Rowe Price
Patent jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
Patent number
07577597
Date of patent
August 18, 2009
Patent application number
09393024
Date Filed
September 9, 1999
Patent primary examiner
‌
Daniel S Felten

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