Company Filing History:
Years Active: 2010-2021
Title: Joseph William Wells, III: Innovator in Financial Technology
Introduction
Joseph William Wells, III is a notable inventor based in San Carlos, CA. He has made significant contributions to the field of financial technology, holding a total of 4 patents. His work focuses on systems and methods that enhance the management of financial data and alerts.
Latest Patents
One of his latest patents is titled "System and method for proactively managing alerts." This invention analyzes financial data received from multiple sources according to financial rules associated with a client consumer. The system organizes and presents financial data that does not meet certain conditions to a financial professional managing the data on behalf of the client. Additionally, some conditions of the financial rules are learned based on events related to the financial data. This patent allows for the performance of some financial rules for multiple clients while others are tailored to specific clients.
Another significant patent is the "Method and system for feature migration." This method involves defining a feature specification of a feature in a first application. It includes importing the feature specification into a profile specification of a second application and generating code for the second application, thereby incorporating the feature into it.
Career Highlights
Joseph currently works at Intuit, Inc., a company renowned for its financial software solutions. His role involves leveraging his innovative ideas to improve financial management tools for consumers and professionals alike.
Collaborations
Throughout his career, Joseph has collaborated with talented individuals such as Michael Klieman and Kevin M Reeth, II. These collaborations have contributed to the development of advanced financial technologies.
Conclusion
Joseph William Wells, III is a prominent figure in the financial technology sector, with a focus on improving the management of financial data through innovative systems and methods. His contributions continue to shape the landscape of financial services.
Inventor’s Patent Attorneys refers to legal professionals with specialized expertise in representing inventors throughout the patent process. These attorneys assist inventors in navigating the complexities of patent law, including filing patent applications, conducting patent searches, and protecting intellectual property rights. They play a crucial role in helping inventors secure patents for their innovative creations.