Patents by Inventor Beth Vanney

Beth Vanney has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Portfolio reconciler module for providing financial planning and advice
    Publication number: 20050010510
    Abstract: The present invention provides systems and methods for facilitating financial advising and planning for a user using a portfolio reconciler module. In accordance with an exemplary embodiment of the present invention, the system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user. A portfolio reconciler module in communication with the portfolio integration module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning of the user.
    Type: Application
    Filed: May 3, 2004
    Publication date: January 13, 2005
    Inventors: Gabriela Brose, Mark Ledson, William Moran, Linda Ostrem, Patricia Scarlato, Beth Vanney
  • Simulator module for providing financial planning and advice
    Publication number: 20050004855
    Abstract: The present invention provides systems and methods for facilitating financial advising and planning for a user using a simulator module. In accordance with an exemplary embodiment of the present invention, the system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user. A portfolio reconciler module in communication with the portfolio integration module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to farther facilitate the financial portfolio planning of the user.
    Type: Application
    Filed: May 3, 2004
    Publication date: January 6, 2005
    Inventors: Jodi Jenson, Patti Lipinski, Linda Ostrem, Patricia Scarlato, Beth Vanney
  • Stochastic modeling module for providing financial planning and advice
    Publication number: 20050004856
    Abstract: The present invention provides systems and methods for facilitating financial advising and planning for a user using a stochastic modeling module. In accordance with an exemplary embodiment of the present invention, the system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user. A portfolio reconciler module in communication with the portfolio integration module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning of the user.
    Type: Application
    Filed: May 3, 2004
    Publication date: January 6, 2005
    Inventors: Gabriela Brose, Jodi Jenson, Patricia Scarlato, Beth Vanney