Patents by Inventor Michael JACK

Michael JACK 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).

  • System for integrating data used in computing financial wellbeing scores, and methods of same
    Patent number: 11615352
    Abstract: A system and method are provided for integrating data used in computing financial wellbeing scores. The system includes at least one computing device configured to provide a computing platform, the computing platform providing: at least one client module providing an interface for communicating with client devices; an advisor module providing an interface for communicating with advisor devices; a forecast module; an optimizer module configured to analyze datasets from multiple sources and to generate recommendations to optimize strategies to achieve financial outcomes; and a database storing financial planning data. The system also includes an integration layer interposed between the computing platform and a book of record to enable client data in the book of record to be accessed; and a financial planning software module independent of the computing platform, configured to generate financial plan data integrated by the computing platform in financial wellbeing scores and recommendations.
    Type: Grant
    Filed: October 1, 2019
    Date of Patent: March 28, 2023
    Assignee: IGM Financial Inc.
    Inventors: Jeffrey R. Carney, Douglas Milne, Gaétan Ruest, Michael Jack, Chanel Au, Garett K. I. Klus
  • System for Integrating Data used in Computing Financial Wellbeing Scores, and Methods of Same
    Publication number: 20200104763
    Abstract: A system and method are provided for integrating data used in computing financial wellbeing scores. The system includes at least one computing device configured to provide a computing platform, the computing platform providing: at least one client module providing an interface for communicating with client devices; an advisor module providing an interface for communicating with advisor devices; a forecast module; an optimizer module configured to analyze datasets from multiple sources and to generate recommendations to optimize strategies to achieve financial outcomes; and a database storing financial planning data. The system also includes an integration layer interposed between the computing platform and a book of record to enable client data in the book of record to be accessed; and a financial planning software module independent of the computing platform, configured to generate financial plan data integrated by the computing platform in financial wellbeing scores and recommendations.
    Type: Application
    Filed: October 1, 2019
    Publication date: April 2, 2020
    Inventors: Jeffrey R. CARNEY, Douglas MILNE, Gaétan RUEST, Michael JACK, Chanel AU, Garett K. I. KLUS