The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Apr. 02, 2019
Filed:
Dec. 16, 2013
Ameriprise Financial, Inc., Minneapolis, MN (US);
William J. Moran, Minnetonka, MN (US);
Bryan Charlesworth, Burnsville, MN (US);
Stan Jacobson, St. Paul, MN (US);
James R. Geppert, St. Paul, MN (US);
Marcy Keckler, Edina, MN (US);
Bryan Doherty, St. Louis Park, MN (US);
Nicolle Reker, Little Canada, MN (US);
AMERIPRISE, FINANCIAL, INC., Minneapolis, MN (US);
Abstract
A particular method includes creating a financial planning goal for a financial planning client based at least in part on a financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).