Financial Engines, 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 10164
 
  
 
G06F ELECTRIC DIGITAL DATA PROCESSING 7440

Top Patents (by citation)

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Recent Publications

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Recent Patents

Patent # Title Filing Date Issue Date Intl Class
8725614 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income streamAug 01, 11May 13, 14[G06Q]
8224735 Method, system, and computer program for investingJan 26, 10Jul 17, 12[G06Q]
8200561 Tax-aware asset allocationMar 31, 03Jun 12, 12[G06Q]
7983975 Financial advisory systemMay 26, 08Jul 19, 11[G06Q]
7813989 Financial goal planning and analysis systemOct 28, 08Oct 12, 10[G06Q]
7788155 Financial advisory systemSep 02, 05Aug 31, 10[G06Q]
7774257 User interface for a financial advisory systemNov 01, 07Aug 10, 10[G06Q]
7321871 Enhancing utility and diversifying model risk in a portfolio optimization frameworkSep 17, 01Jan 22, 08[G06Q]
7249081 Load aware optimizationFeb 23, 01Jul 24, 07[G06Q]
7062458 User Interface for a financial advisory system that allows an end user to interactively explore tradeoffs among input decisionsJul 12, 01Jun 13, 06[G06F]

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Expired/Abandoned/Withdrawn Patents

Patent # Title Status Filing Date Issue/Pub Date Intl Class
2014/0249,985 CREATING AND MAINTAINING A PAYOUT-READY PORTFOLIO WITHIN AN INVESTMENT PLAN TO GENERATE A SUSTAINABLE INCOME STREAMAbandonedMay 12, 14Sep 04, 14[G06Q]
8521633 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income streamExpiredSep 26, 11Aug 27, 13[G06Q]
2012/0005,124 ROTH-AWARE FINANCIAL ADVISORY PLATFORMAbandonedSep 15, 11Jan 05, 12[G06Q]
2011/0055,115 ROTH-AWARE FINANCIAL ADVISORY PLATFORMAbandonedAug 27, 09Mar 03, 11[G06Q]

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