Patents Assigned to LPL Licensing, LLC
  • Patent number: 8738435
    Abstract: An apparatus and method use client information to automatically select products appropriate for the client. According to one aspect of the invention, client information, information about the products, ancillary data, and decision criteria pertaining to selection from among the products are stored in a storage device Decision-making logic circuitry use the stored data to select the products. An output device prepares a client communication identifying the selected products and incorporates a portion of the client information and a portion of the product information into the client communication.
    Type: Grant
    Filed: December 9, 2013
    Date of Patent: May 27, 2014
    Assignee: LPL Licensing, LLC
    Inventor: Richard Marc Libman
  • Patent number: 8352317
    Abstract: An apparatus and method use client information to automatically select products appropriate for the client. According to one aspect of the invention, client information, information about the products, ancillary data, and decision criteria pertaining to selection from among the products are stored in a storage device Decision-making logic circuitry use the stored data to select the products. An output device prepares a client communication identifying the selected products and incorporates a portion of the client information and a portion of the product information into the client communication.
    Type: Grant
    Filed: April 6, 2012
    Date of Patent: January 8, 2013
    Assignee: LPL Licensing, LLC
    Inventor: Richard M. Libman