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:
Mar. 26, 2013
Filed:
Jul. 31, 2002
Jodi Jenson, Minneapolis, MN (US);
Mark Ledson, Gonzales, LA (US);
Patti P. Lipinski, Eden Prairie, MN (US);
William J. Moran, Minnetonka, MN (US);
Linda Ostrem, Edina, MN (US);
Beth M. Vanney, Wausau, WI (US);
Gabriella Brose, Minnetonka, MN (US);
Patricia Scarlato, Brooklyn Center, MN (US);
Jodi Jenson, Minneapolis, MN (US);
Mark Ledson, Gonzales, LA (US);
Patti P. Lipinski, Eden Prairie, MN (US);
William J. Moran, Minnetonka, MN (US);
Linda Ostrem, Edina, MN (US);
Beth M. Vanney, Wausau, WI (US);
Gabriella Brose, Minnetonka, MN (US);
Patricia Scarlato, Brooklyn Center, MN (US);
Ameriprise Financial, Inc., Minneapolis, MN (US);
Abstract
The system facilitates portfolio advising and planning for a client. The system includes a portfolio integration module configured to receive and integrate data, wherein the data includes a client's goals, assets, savings and risk tolerance, wherein the portfolio integration module is further configures to compute a customized strategy based on the received data. The portfolio reconciler module is configured to compare a customized strategy to at least one of the other strategies, based on the received and integrated data in order to further facilitate the financial portfolio planning of the client, wherein the financial portfolio planning analyzes both planned hypothetical events and unplanned hypothetical events. The stochastic modeling module is configures to further analyze proposed situation portfolios based on future uncertainties, wherein future uncertainties include the unplanned hypothetical events. The simulation module is configured to compute the probability of meeting the client's goals.