AMERIPRISE FINANCIAL, INC.

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Patent Activity in the Last 10 Years

Technologies

Intl Class Technology Matters Rank in Class
 
  
 
G06Q DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR 24150
 
  
 
G06F ELECTRIC DIGITAL DATA PROCESSING 10437
 
  
 
G06K RECOGNITION OF DATA; PRESENTATION OF DATA; RECORD CARRIERS; HANDLING RECORD CARRIERS 2196
 
  
 
G07F COIN- FREED OR LIKE APPARATUS 157
 
  
 
H04L TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION 1284

Top Patents (by citation)

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Recent Publications

Publication # Title Filing Date Pub Date Intl Class
2017/0301,027 ROLE BASED ASSET ALLOCATION STRUCTURE AND MODELMar 11, 17Oct 19, 17[G06Q]
2016/0042,458 SYSTEM AND METHOD OF DETERMINING PORTFOLIO COMPLEXITYAug 07, 14Feb 11, 16[G06Q]
2015/0339,781 Financial Product Risk Mitigation System and MethodAug 04, 15Nov 26, 15[G06Q]
2013/0096,959 Automatic Income AdjustmentDec 04, 12Apr 18, 13[G06Q]
2013/0090,978 RISK-BASED EVALUATION OF FINANCIAL ADVISORSOct 05, 11Apr 11, 13[G06Q]

Recent Patents

Patent # Title Filing Date Issue Date Intl Class
8751352 Rules-based risk managementOct 08, 09Jun 10, 14[G06Q]
8688556 Retirement planning applicationJun 12, 12Apr 01, 14[G06Q]
8635142 Management of goals and recommendationsApr 04, 12Jan 21, 14[G06Q]
8631337 Systems and methods of copying dataMar 23, 11Jan 14, 14[G06F]
8566184 Method and tool for portfolio monitoring, rebalancing and reportingJul 11, 03Oct 22, 13[G06Q, G07F]
8498913 Portfolio integration module for providing financial planning and adviceMay 03, 04Jul 30, 13[G06Q]
8407125 System and method for providing financial planning and adviceJul 31, 02Mar 26, 13[G06Q]
8352294 Automatic income adjustmentAug 09, 10Jan 08, 13[G06Q]
8306885 Stochastic modeling module for providing financial planning and adviceMay 03, 04Nov 06, 12[G06Q]
8190502 Management of goals and recommendationsMay 29, 09May 29, 12[G06Q]

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Expired/Abandoned/Withdrawn Patents

Patent # Title Status Filing Date Issue/Pub Date Intl Class
7962387 System and method for administering a fee structure for mutual fund sharesExpiredAug 30, 07Jun 14, 11[G06Q]
7653596 System and method for dividing a remittance and distributing a portion of the funds to multiple investment productsExpiredOct 17, 07Jan 26, 10[G06Q]
7584131 Method for migrating financial and indicative plan data between computerized record keeping systems without a blackout periodExpiredJul 31, 02Sep 01, 09[H04L]
2009/0150,301 FINANCIAL PRODUCT RISK MITIGATION SYSTEM AND METHODAbandonedDec 07, 08Jun 11, 09[G06Q]
7447663 Method for on-line client set-up and authorization of automatic electronic funds transfersExpiredSep 10, 03Nov 04, 08[H04L]
7440919 System and method for a financial planning competitionExpiredOct 10, 01Oct 21, 08[G06Q]
7430712 System and method for dynamically resizing embeded web page contentExpiredMar 16, 05Sep 30, 08[G06N]
7412489 Method and system for electronic archival and retrieval of electronic communicationsExpiredAug 13, 04Aug 12, 08[G06F]
7314168 Account monitoring systemExpiredMar 09, 05Jan 01, 08[G06K]
7313543 System and method for dividing a remittance and distributing a portion of the funds to multiple investment productsExpiredOct 12, 99Dec 25, 07[G06Q]
2007/0129,987 ON-LINE BUSINESS-PACKET CREATOR FOR ELECTRONIC FORMSAbandonedDec 01, 05Jun 07, 07[G06Q, G06F]
2005/0246,260 Seligman harvester risk management system for achieving a recommended asset allocation and withdrawal strategyAbandonedJul 12, 05Nov 03, 05[G06F]
2005/0010,510 Portfolio reconciler module for providing financial planning and adviceAbandonedMay 03, 04Jan 13, 05[G06F]
2005/0004,855 Simulator module for providing financial planning and adviceAbandonedMay 03, 04Jan 06, 05[G06F]
2004/0138,973 Method and system for exchange of currency related instructionsAbandonedJun 30, 03Jul 15, 04[G06F]
2002/0178,086 System and method for seminar reservationsAbandonedMay 09, 02Nov 28, 02[G06F]
2001/0032,156 System and method for evaluating work productAbandonedDec 06, 00Oct 18, 01[G06F]

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