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US Patent 10223754 Personal financial planning and engagement with peer-based comparison

Patent 10223754 was granted and assigned to Wells Fargo on March, 2019 by the United States Patent and Trademark Office.

OverviewStructured DataIssuesContributorsActivity
Is a
Patent
Patent
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Current Assignee
Wells Fargo
Wells Fargo
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Date Filed
June 9, 2015
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Date of Patent
March 5, 2019
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Patent Applicant
Wells Fargo
Wells Fargo
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Patent Application Number
14734711
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Patent Citations Received
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US Patent 12093893 Systems and methods for life plan generation and management
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US Patent 10805177 Application programming interface for premises networking device
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US Patent 10826790 Premises networking device with interactive display and method of operation
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US Patent 11244406 Personal financial planning and engagement with peer-based comparison
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US Patent 11587175 Full balance sheet advisor
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US Patent 11645709 Graphical user interface for participants and service representatives in a financial planning system
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US Patent 11270331 Methods and systems for rewarding personal well-being
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US Patent 11710178 Graphical user interface for presenting incremental opportunities in a financial planning system
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US Patent 11748814 Planning engine for a financial planning system
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US Patent 11790461 Visualization of spending data in an altered reality
•••
Patent Inventor Names
Nonna A. Pastore
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Jeff D. Street
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Leslie Rae Witt
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Nancy S. Middleton
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Todd Lawrence Denbo
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Ben Soccorsy
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Brittany Harris
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Evan Siegel
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Gilberto Lopez
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Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
10223754
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Patent Primary Examiner
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Oluseye Iwarere
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