Patents by Inventor Steven Robert Williamson

Steven Robert Williamson 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).

  • Method and tool for portfolio monitoring, rebalancing and reporting
    Patent number: 8566184
    Abstract: There is provided a rebalancing tool and method that enables an advisor to monitor client account performance against a client account model, receive alerts out-of-balance client accounts, and preview rebalancing hypothetical results. The rebalancing tool enables the advisor to perform the steps of creating a client model via a web interface and compare the client account against the client model at the asset class level. The rebalancing tool can display out-of-balance client account alerts and out-of-balance client accounts on a rebalancing tool page, and enable a user to test a rebalancing hypothetical that includes modifications to the percentage asset allocation or percentage tolerance threshold at the asset class level, and planned trades to the client account. The rebalancing tools enables a user to prepare rebalancing hypothetical results that may then be presented to the client for approval.
    Type: Grant
    Filed: July 11, 2003
    Date of Patent: October 22, 2013
    Assignee: Ameriprise Financial, Inc.
    Inventors: Eric Joseph Paluck, Julia Ann Newberry, Steven Robert Williamson, Shawn Christian Mize, Teri Lynn Reitan Gemilere, Beth Michelle Vanney