Company Filing History:
Years Active: 2011-2015
Title: Bruce Wilks: Innovator in Financial Technology
Introduction
Bruce Wilks is a notable inventor based in San Antonio, TX (US). He has made significant contributions to the field of financial technology, holding a total of 5 patents. His work focuses on providing innovative solutions for financial planning and investment recommendations.
Latest Patents
One of Bruce's latest patents is titled "System and method of providing a financial investment recommendation using a portfolio planner." This invention describes a method, system, and computer-readable medium for generating a financial investment recommendation plan for customers. The process involves a financial questionnaire that can be completed by the customer or a customer service representative. This questionnaire includes options for tax-advantaged recommendations to minimize taxes owed. Customers can enter their financial asset information and receive detailed recommendations on specific financial products to invest in, along with an actionable plan.
Another significant patent is "Self-service real-time financial advice." This invention allows users to obtain self-service financial planning by gathering and analyzing a comprehensive set of data from various sources. Users can explore different financial scenarios based on their input and perform 'what if' analyses to evaluate prospective financial plans. The system provides users with a financial plan that adapts to various risk tolerances and life event scenarios.
Career Highlights
Bruce Wilks is currently employed at the United Services Automobile Association (USAA), where he continues to develop innovative financial solutions. His expertise in financial technology has positioned him as a key player in the industry.
Collaborations
Bruce has collaborated with several talented individuals, including Robert Morales and Rennie Garcia. Their combined efforts contribute to the advancement of financial technology solutions.
Conclusion
In summary, Bruce Wilks is a distinguished inventor whose work in financial technology has led to multiple patents and innovative solutions for investment planning. His contributions continue to shape the future of financial services.