| Patent | Date |
|---|
System for predictive use of resources
Grant 11,412,054 - Dintenfass , et al. August 9, 2 | 2022-08-09 |
Recurring event analyses and data push
Grant 11,100,478 - Hsieh , et al. August 24, 2 | 2021-08-24 |
Multi-channel Cognitive Resource Platform
App 20210203734 - Cole; Kevin T. ; et al. | 2021-07-01 |
Multi-channel Cognitive Resource Platform
App 20210182492 - Cole; Kevin T. ; et al. | 2021-06-17 |
Multi-channel cognitive resource platform
Grant 10,951,720 - Cole , et al. March 16, 2 | 2021-03-16 |
Supervised machine-learning training platform with isolated update testing and bi-directional update propogation
Grant 10,943,185 - Witting , et al. March 9, 2 | 2021-03-09 |
Resource optimization allocation system
Grant 10,917,923 - Cole , et al. February 9, 2 | 2021-02-09 |
Real-time determination of resource availability for usage
Grant 10,853,784 - Cole , et al. December 1, 2 | 2020-12-01 |
System for automatically establishing operative communication channel with third party computing systems for subscription regulation
Grant 10,827,015 - Jones-McFadden , et al. November 3, 2 | 2020-11-03 |
Leveraging an artificial intelligence engine to generate customer-specific user experiences based on real-time analysis of customer responses to recommendations
Grant 10,726,434 - Jones-McFadden , et al. | 2020-07-28 |
System For Predictive Use Of Resources
App 20200145506 - Dintenfass; Katherine ; et al. | 2020-05-07 |
System for automatically establishing an operative communication channel to transmit instructions for canceling duplicate interactions with third party systems
Grant 10,621,558 - Jones-McFadden , et al. | 2020-04-14 |
Resource Optimization Allocation System
App 20200113003 - Cole; Kevin T. ; et al. | 2020-04-09 |
System for generating user experience for improving efficiencies in computing network functionality by specializing and minimizing icon and alert usage
Grant 10,614,517 - Jones-McFadden , et al. | 2020-04-07 |
System for predictive use of resources
Grant 10,581,988 - Dintenfass , et al. | 2020-03-03 |
Leveraging An Artificial Intelligence Engine To Generate Customer-specific User Experiences Based On Real-time Analysis Of Custo
App 20200051100 - Jones-McFadden; Alicia C. ; et al. | 2020-02-13 |
System For Automatically Establishing Operative Communication Channel With Third Party Computing Systems For Subscription Regula
App 20200014770 - Jones-McFadden; Alicia C. ; et al. | 2020-01-09 |
Leveraging an artificial intelligence engine to generate customer-specific user experiences based on real-time analysis of customer responses to recommendations
Grant 10,510,088 - Jones-McFadden , et al. Dec | 2019-12-17 |
Resource optimization allocation system
Grant 10,506,641 - Cole , et al. Dec | 2019-12-10 |
Computerized person-to-person asset routing system
Grant 10,475,129 - Cole , et al. Nov | 2019-11-12 |
System for automatically establishing operative communication channel with third party computing systems for subscription regulation
Grant 10,476,974 - Jones-McFadden , et al. Nov | 2019-11-12 |
System for transmission and use of aggregated metrics indicative of future customer circumstances
Grant 10,460,383 - Jones-McFadden , et al. Oc | 2019-10-29 |
System for analyzing historical events to determine potential catalysts and automatically generating and implementing mitigation
Grant 10,438,296 - Dintenfass , et al. O | 2019-10-08 |
System for tracking resource allocation/usage
Grant 10,433,196 - Dintenfass , et al. O | 2019-10-01 |
Active selection configuration system with suggested actions
Grant 10,430,025 - Jones-McFadden , et al. O | 2019-10-01 |
Recurring Event Analyses And Data Push
App 20190279176 - Hsieh; Matthew ; et al. | 2019-09-12 |
System for facilitating appointment calendaring based on perceived customer requirements
Grant 10,387,845 - Jones-McFadden , et al. A | 2019-08-20 |
System for affecting appointment calendaring on a mobile device based on dependencies
Grant 10,387,846 - Jones-McFadden , et al. A | 2019-08-20 |
Recurring event analyses and data push
Grant 10,373,131 - Hsieh , et al. | 2019-08-06 |
System for predictive acquisition and use of resources
Grant 10,291,487 - Dintenfass , et al. | 2019-05-14 |
System for creation of alternative path to resource acquisition
Grant 10,178,101 - Dintenfass , et al. J | 2019-01-08 |
System for active configuration of devices based on user selection
Grant 10,158,535 - Jones-McFadden , et al. Dec | 2018-12-18 |
System for predictive usage of resources
Grant 10,129,126 - Dintenfass , et al. November 13, 2 | 2018-11-13 |
Control device for aggregation and distribution of machine-initiated resource distribution
Grant 10,127,400 - Castinado , et al. November 13, 2 | 2018-11-13 |
Resource assignment system with allocation assist
Grant 10,116,582 - Jones-McFadden , et al. October 30, 2 | 2018-10-30 |
System for discovery of software operable on a device
Grant 10,095,497 - Jones-McFadden , et al. October 9, 2 | 2018-10-09 |
System for discovery of devices and connections associated with a device
Grant 10,091,206 - Jones-McFadden , et al. October 2, 2 | 2018-10-02 |
System for adaptation of multiple digital signatures in a distributed network
Grant 10,080,132 - Dravneek , et al. September 18, 2 | 2018-09-18 |
Reallocation of resources system
Grant 10,068,211 - Cole , et al. September 4, 2 | 2018-09-04 |
Security implementation for resource distribution
Grant 10,063,438 - Ogrinz , et al. August 28, 2 | 2018-08-28 |
Establishing an operative connection between a computing network and a third-party computing system for transmitting indications of process relationships
Grant 10,057,145 - Jones-McFadden , et al. August 21, 2 | 2018-08-21 |
System for prediction of future circumstances and generation of real-time interactive virtual reality user experience
Grant 10,055,891 - Jones-McFadden , et al. August 21, 2 | 2018-08-21 |
Application connectivity for aggregation and for use in data filtering
Grant 10,048,836 - Jones-McFadden , et al. August 14, 2 | 2018-08-14 |
System for configuration, device connectivity and device control based on user selection
Grant 10,051,015 - Jones-McFadden , et al. August 14, 2 | 2018-08-14 |
System for aggregated machine-initiated resource distribution
Grant 10,038,607 - Castinado , et al. July 31, 2 | 2018-07-31 |
Application connectivity for aggregation
Grant 10,031,645 - Jones-McFadden , et al. July 24, 2 | 2018-07-24 |
Resource allocation based on available resources via interactive interface
Grant 10,021,672 - Cole , et al. July 10, 2 | 2018-07-10 |
Multi-channel Cognitive Resource Platform
App 20180114127 - Cole; Kevin T. ; et al. | 2018-04-26 |
Leveraging An Artificial Intelligence Engine To Generate Customer-specific User Experiences Based On Real-time Analysis Of Customer Responses To Recommendations
App 20180101854 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
System For Generating User Experience For Improving Efficiencies In Computing Network Functionality By Specializing And Minimizing Icon And Alert Usage
App 20180101901 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
System For Automatically Establishing An Operative Communication Channel To Transmit Instructions For Canceling Duplicate Interactions With Third Party Systems
App 20180103112 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
System For Automatically Establishing Operative Communication Channel With Third Party Computing Systems For Subscription Regulation
App 20180103086 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
System For Prediction Of Future Circumstances And Generation Of Real-time Interactive Virtual Reality User Experience
App 20180101985 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
Establishing An Operative Connection Between A Computing Network And A Third-party Computing System For Transmitting Indications Of Process Relationships
App 20180102955 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
Real-time Dynamic Graphical Representation Of Resource Utilization And Management
App 20180101900 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
System For Transmission And Use Of Aggregated Metrics Indicative Of Future Customer Circumstances
App 20180101568 - Jones-McFadden; Alicia C. ; et al. | 2018-04-12 |
Contextual search tool
Grant 9,940,409 - Shelkey , et al. April 10, 2 | 2018-04-10 |
Display screen with a transitional graphical user interface
Grant D815,107 - Jones-McFadden , et al. April 10, 2 | 2018-04-10 |
Control Device For Aggregation And Distribution Of Machine-initiated Resource Distribution
App 20180089455 - Castinado; Joseph Benjamin ; et al. | 2018-03-29 |
System for configuration and device connectivity based on user selection
Grant 9,929,917 - Jones-McFadden , et al. March 27, 2 | 2018-03-27 |
Contextual search input from advisors
Grant 9,922,117 - Hanson , et al. March 20, 2 | 2018-03-20 |
Resource Tracking And Utilization System
App 20180040062 - Dintenfass; Katherine ; et al. | 2018-02-08 |
Location Disbursement Coordination System
App 20180039953 - Dintenfass; Katherine ; et al. | 2018-02-08 |
System For Data Extraction And Generating Notifications For User Coordination
App 20180039952 - Dintenfass; Katherine ; et al. | 2018-02-08 |
System For Resource Allocation And Conservation Of Unused Portion
App 20180040015 - Hsieh; Matthew ; et al. | 2018-02-08 |
System For Resource Allocation At Time Of Use And Conservation Of Unused Portion
App 20180041447 - Dintenfass; Katherine ; et al. | 2018-02-08 |
System For Analyzing Historical Events To Determine Potential Catalysts And Automatically Generating And Implementing Mitigation
App 20180040072 - Dintenfass; Katherine ; et al. | 2018-02-08 |
Resource Assignment System With Allocation Assist
App 20180041442 - Jones-McFadden; Alicia C. ; et al. | 2018-02-08 |
System For Aggregated Machine-initiated Resource Distribution
App 20170366422 - Castinado; Joseph Benjamin ; et al. | 2017-12-21 |
System For Predictive Acquisition And Use Of Resources
App 20170359230 - Dintenfass; Katherine ; et al. | 2017-12-14 |
System For Predictive Use Of Resources
App 20170359229 - Dintenfass; Katherine ; et al. | 2017-12-14 |
System For Predictive Usage Of Resources
App 20170359245 - Dintenfass; Katherine ; et al. | 2017-12-14 |
System For Tracking Resource Allocation/usage
App 20170359740 - Dintenfass; Katherine ; et al. | 2017-12-14 |
System For Creation Of Alternative Path To Resource Acquisition
App 20170359351 - Dintenfass; Katherine ; et al. | 2017-12-14 |
Linking customer profiles with household profiles
Grant 9,785,304 - Hanson , et al. October 10, 2 | 2017-10-10 |
Security Implementation For Resource Distribution
App 20170279695 - Ogrinz; Michael Emil ; et al. | 2017-09-28 |
System For Adaptation Of Multiple Digital Signatures In A Distributed Network
App 20170280315 - Dravneek; Victoria L. ; et al. | 2017-09-28 |
Security implementation for resource distribution
Grant 9,743,272 - Ogrinz , et al. August 22, 2 | 2017-08-22 |
Alternative Channel Selection Based On Predictive Work Flow
App 20170193410 - Jones-Mc-Fadden; Alicia C. ; et al. | 2017-07-06 |
Real-time Determination Of Resource Availability For Usage
App 20170193483 - Cole; Kevin T. ; et al. | 2017-07-06 |
Work Flow Schedule Reconciliation And Data Push
App 20170193421 - Jones-McFadden; Alicia C. ; et al. | 2017-07-06 |
Reallocation Of Resources System
App 20170193474 - Cole; Kevin T. ; et al. | 2017-07-06 |
Mobile Application Configuration Based On Geographic And Transaction History Context
App 20170192635 - Jones-McFadden; Alicia C. ; et al. | 2017-07-06 |
Recurring Event Analyses And Data Push
App 20170193472 - Hsieh; Matthew ; et al. | 2017-07-06 |
Malfeasance Detection Based On Identification Of Device Signature
App 20170193718 - Jones-McFadden; Alicia C. ; et al. | 2017-07-06 |
Resource Optimization Allocation System
App 20170195994 - Cole; Kevin T. ; et al. | 2017-07-06 |
Predictive Utilization Of Resources And Alarm System
App 20170193413 - Cole; Kevin T. ; et al. | 2017-07-06 |
Resource Allocation Based On Available Resources Via Interactive Interface
App 20170195993 - Cole; Kevin T. ; et al. | 2017-07-06 |
Real Time Resource Tracking And Allocation System
App 20170193501 - Cole; Kevin T. ; et al. | 2017-07-06 |
Malfeasance detection based on identification of device signature
Grant 9,679,426 - Jones-McFadden , et al. June 13, 2 | 2017-06-13 |
Application Connectivity For Aggregation
App 20170123599 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
Active Selection Configuration System With Suggested Actions
App 20170123602 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
Application Connectivity For Aggregation And For Use In Data Filtering
App 20170123600 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
System For Discovery Of Software Operable On A Device
App 20170123778 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
System For Configuration And Device Connectivity Based On User Selection
App 20170126509 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
System For Discovery Of Devices And Connections Associated With A Device
App 20170126688 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
System For Configuration, Device Connectivity And Device Control Based On User Selection
App 20170126749 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
System For Active Configuration Of Devices Based On User Selection
App 20170126510 - Jones-McFadden; Alicia C. ; et al. | 2017-05-04 |
Display screen with a transitional graphical user interface
Grant D784,403 - Jones-McFadden , et al. April 18, 2 | 2017-04-18 |
Computerized Person-to-person Asset Routing System
App 20170091873 - Cole; Kevin T. ; et al. | 2017-03-30 |
System For Assessment Of Allocated Assets
App 20170076381 - Dintenfass; Katherine ; et al. | 2017-03-16 |
System For Restructuring Based On Intent Analysis
App 20170076383 - Dintenfass; Katherine ; et al. | 2017-03-16 |
System For Dynamic Generation Of Allocation Guide For Assets
App 20170076382 - Dintenfass; Katherine ; et al. | 2017-03-16 |
System For Determination And Tracking Of Asset Lineage
App 20170076384 - Dintenfass; Katherine ; et al. | 2017-03-16 |
System For Determination And Transfer Of Assets
App 20170076412 - Dintenfass; Katherine ; et al. | 2017-03-16 |
System For Affecting Appointment Calendaring Based On Application Navigation Context
App 20170011349 - Jones-McFadden; Alicia C. ; et al. | 2017-01-12 |
System For Affecting Appointment Calendaring On A Mobile Device Based On Dependencies
App 20170011352 - Jones-McFadden; Alicia C. ; et al. | 2017-01-12 |
System For Affecting Appointment Calendaring On A Mobile Device With Pre- And Post- Appointment Enrichment
App 20170011351 - Jones-McFadden; Alicia C. ; et al. | 2017-01-12 |
System For Facilitating Appointment Calendaring Based On Perceived Customer Requirements
App 20170011350 - Jones-McFadden; Alicia C. ; et al. | 2017-01-12 |
System For Facilitating Digital Wallet Transfers
App 20170011390 - Hsieh; Matthew ; et al. | 2017-01-12 |
System For Aggregation And User Self-direction Of User Data Share To Other Systems
App 20170011229 - Jones-McFadden; Alicia C. ; et al. | 2017-01-12 |
System For Assessing Impact Of Fund Transfers On Retirement Planning
App 20160253757 - Connolly; Jeanne Ferullo ; et al. | 2016-09-01 |
System For Assessing Using Funds From Different Accounts For Retirement Planning
App 20160247229 - Connolly; Jeanne Ferullo ; et al. | 2016-08-25 |
System For Assessing Impact Of Financial Events On Retirement Planning
App 20160247231 - Connolly; Jeanne Ferullo ; et al. | 2016-08-25 |
System For Assessing Impact Of Financial Events Calendared In The Future On Retirement Planning
App 20160247230 - Connolly; Jeanne Ferullo ; et al. | 2016-08-25 |
System For Optimizing Fund Usage In Retirement Planning
App 20160247228 - Connolly; Jeanne Ferullo ; et al. | 2016-08-25 |
Linking Customer Profiles With Household Profiles
App 20160125036 - Hanson; Carrie Anne ; et al. | 2016-05-05 |
Contextual Search Input From Advisors
App 20160125035 - Hanson; Carrie Anne ; et al. | 2016-05-05 |
Contextual Search Tool
App 20160125043 - Shelkey; Brent Alan ; et al. | 2016-05-05 |
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