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2025
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G/S
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Investment asset management services for retail and institutional investors |
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G/S
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Financial administration of retirement plans with default enrollment |
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2024
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G/S
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Providing online, non-downloadable videos featuring educational content about retirement solution... |
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G/S
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Financial services advice and financial planning through the use of a web-based, automated and cu... |
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G/S
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Retirement investment services, namely, asset allocation services in the form of diversified inve... |
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G/S
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Financial services, namely, providing consultancy and financial information regarding planning fo... |
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G/S
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Financial services, namely, retirement plan administration services |
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G/S
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Financial services, namely, providing a financial metric to quantify the benefit of annuitization |
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Invention
|
Cybersecurity management systems integrating artificial intelligence, machine learning and extend... |
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G/S
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Financial services, namely, a feature of fixed annuity issuance and administration services offer... |
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Invention
|
Method and system for visualizing application vitals across an enterprise using artificial intell... |
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G/S
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Financial services, namely, financial planning for retirement Educational services, namely, provi... |
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Invention
|
Artificial intelligence – blockchain regulatory and compliance engine.
The systems and methods d... |
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Invention
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Autogenerated private metaverse.
System, method, and apparatus for generating a metaverse are pr... |
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Invention
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Systems and methods for managing retirement benefits with non-fungible tokens.
A computer system... |
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Invention
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Ai-based file transformations.
System, method, and apparatus for transforming computer files are... |
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Invention
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Curated portable datamart.
A curated portable datamart system, method, and apparatus are provide... |
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Invention
|
Generative artificial intelligence for loans.
The following generally relates to distributed led... |
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Invention
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Secured intelligent identity verification through blockchain.
The following generally relates to... |
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Invention
|
Systems and methods for responsible artificial intelligence.
The following relates generally to ... |
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Invention
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Dynamically generating optimized application programming interfaces.
Systems and methods for dyn... |
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2023
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Invention
|
Techniques for preserving memories and experiences through a non-fungible token (nft) engine.
Te... |
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Invention
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Dynamically mapping application programming interfaces.
Systems and methods for dynamically mapp... |
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G/S
|
Retirement plan recordkeeping services. Underwriting and administering insurance, namely, life an... |
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G/S
|
Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and... |
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G/S
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Financial services, namely, underwriting and administering annuities |
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Invention
|
Generative artificial intelligence including mapping questions and answers.
The following relate... |
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Invention
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Personalized recommendation systems to remediate inefficencies in user behavior.
A method for ge... |
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Invention
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Event-driven personalized recommendation systems.
A method for generating predictive and event-b... |
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Invention
|
Digital wallet applications supporting decentralized web integration.
Techniques for implementin... |
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Invention
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Model-based configuration of financial product offerings. Disclosed are methods and systems for a... |
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Invention
|
Operating system lifecycle management using machine learning.
A system includes a memory, and a ... |
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Invention
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Recommendation systems for generating virtual environments based on personalized recommendations.... |
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Invention
|
Recommendation systems integrating extended reality to generate personalized recommendations.
A ... |
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Invention
|
Techniques for ai/ml persona-driven scenario management.
Techniques for simulating transformatio... |
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Invention
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Supervised machine learning for automated assistants.
Disclosed are methods and systems for supe... |
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2022
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Invention
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Applying retroactive adjustments to financial accounts.
Methods and systems of applying retroact... |
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Invention
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Providing search-directed user interface for online banking applications. Systems and methods for... |
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Invention
|
Model-based data transformation.
Disclosed are methods and systems for model-based data transfor... |
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G/S
|
Educational services, namely, providing a financial education program |
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2020
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Invention
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Supervised machine learning for automated assistants. Disclosed are methods and systems for super... |
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Invention
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Malware detection in distributed computer systems. Methods and systems of malware detection in di... |
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2019
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Invention
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Model-based data transformation. Disclosed are methods and systems for model-based data transform... |
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Invention
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Evaluating and presenting software testing project status indicators. Systems and methods for eva... |
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G/S
|
Providing an online financial calculator |
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Invention
|
Automated customer enrollment using mobile communication devices.
Disclosed are methods and syst... |
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2018
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Invention
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Visual presentation of metrics reflecting lifecycle events of software artifacts. Systems and met... |
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G/S
|
Underwriting and administering life insurance with a death benefit intended to replace income |
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Invention
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Identifying failed customer experience in distributed computer systems. Systems and methods for i... |
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G/S
|
Financial services, namely, providing financial consultancy and financial information to help ach... |
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2017
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Invention
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Applying retroactive adjustments to financial accounts. Methods and systems of applying retroacti... |
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G/S
|
Financial services, namely, wealth transfer services, and financial planning |
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2016
|
G/S
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Electronic storage of data and documents for personal information management |
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G/S
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Administration, management, and investment of charitable remainder trusts and other planned gifts... |
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G/S
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Conducting financial research in relation to higher education, nonprofit and public sectors in or... |
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2015
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Invention
|
Presenting application performance monitoring data in distributed computer systems. Systems and m... |
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G/S
|
Providing financial information via a web site featuring planned gift management data, namely, do... |
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2014
|
G/S
|
financial services, namely, providing consultancy and financial information regarding planning fo... |
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G/S
|
Banking services; financial services, namely, wealth management services, custodial services, nam... |
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Invention
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Identifying a browser for rendering an electronic document. Systems and methods for identifying a... |
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Invention
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Providing transaction identifiers for application performance management in distributed computer ... |
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Invention
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Visualization of performance parameters of distributed computer systems. Systems and methods for ... |
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2009
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Invention
|
Apparatuses, methods and systems for a compliance coordinator. The APPARATUSES, METHODS AND SYSTE... |
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2007
|
Invention
|
Method of providing insurance. This disclosure details the implementation of methods for providin... |
