Patents Assigned to Responsive Capital Management Inc.
  • Wealth management systems
    Patent number: 12229832
    Abstract: The present disclosure provides systems that help wealth management business teams improve performance in client understanding, client advising and client servicing. Systems according to some embodiments achieve this by assisting both operational and intellectual tasks of agents within the wealth management team, and also by enabling the collaborative and learning capacities of the enterprise team ensemble.
    Type: Grant
    Filed: November 26, 2019
    Date of Patent: February 18, 2025
    Assignee: Responsive Capital Management Inc.
    Inventors: Davyde Wachell, Chris Sanford, Logan Grosenick