Assignee
ADVISOR SOFTWARE INC
US·5 granted patents·3 pending applications·112 citations·filing 2007–2019
Top patents by PatentIndex Score
8 records- 0195US7689494B2Simulation of portfolios and risk budget analysisADVISOR SOFTWARE INC·Filed 2007·Granted Mar 30, 2010·86 cites·10 claims
- 0286US8812379B2Method and system balancing net savings, resources and claims into retirementADVISOR SOFTWARE INC·Filed 2013·Granted Aug 19, 2014·7 cites·28 claims
- 0385US7844523B2Automatic mapping and allocation of beneficial interests in trusts for portfolio analysisADVISOR SOFTWARE INC·Filed 2008·Granted Nov 30, 2010·13 cites·18 claims
- 0476US7516095B1Stochastic control system and method for multi-period consumptionADVISOR SOFTWARE INC·Filed 2008·Granted Apr 7, 2009·4 cites·13 claims
- 0572US7925565B2Stochastic control system and method for multi-period consumptionADVISOR SOFTWARE INC·Filed 2009·Granted Apr 12, 2011·2 cites·14 claims
- 0666US2014317017A1Automatic mapping and allocation of special interests in trusts for portfolio analysisADVISOR SOFTWARE INC·Filed 2014·Application pending·0 cites
- 0758US2011071959A1Automatic mapping and allocation of beneficial interests in trusts for portfolio analysisADVISOR SOFTWARE INC·Filed 2010·Application pending·0 cites
- 0843US2020394711A1Predicting market actions, directions of actions and engagement via behavioral iq analysisADVISOR SOFTWARE INC·Filed 2019·Application pending·0 cites
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