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:
May. 29, 2012
Filed:
May. 29, 2009
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);
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
Methods, systems, and computer-readable media are disclosed for managing goals and recommendations. A particular method includes identifying one or more financial planning objectives for a financial planning client, receiving information relating to the one or more financial planning objectives, and creating a financial planning goal for the financial planning client based at least in part on an analysis of the information. One or more financial planning recommendations are associated with the financial planning goal, and data identifying the financial planning goal and the one or more financial planning recommendations is stored in a data store. The method also includes monitoring progress of the financial planning client with respect to the financial planning goal over at least a portion of a financial planning lifecycle.