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2025
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G/S
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Printed publications, namely, brochures, booklets, and teaching materials in the field of of fina... |
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G/S
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Financial investment brokerage services; Providing information and research in the field of finan... |
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G/S
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Financing services, including globally spread financial markets, in particular securities trading... |
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Invention
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Machine learning system for customer utterance intent prediction.
A method of operating a custom... |
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Invention
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Intrusion detection and prevention system rule automation and optimization.
A network intrusion ... |
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Invention
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System and method for causing graphical information to be rendered.
A system and method uses a t... |
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Invention
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System and method for trading securities using portfolios defined by an advisor.
A system and me... |
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2024
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Invention
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String processing of clickstream data.
A method includes assigning unique symbols to pages of a ... |
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Invention
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Computer-implemented natural language processing for virtual environment interactions.
A system ... |
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Invention
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Method, apparatus, system, and non-transitory computer readable medium for experiential based inv... |
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Invention
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System and method for authenticating users using weak authentication techniques, with differences... |
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Invention
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Machine-learned natural language document processing system.
A computer system includes memory c... |
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Invention
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System and method for capturing by a device an image of a light colored object on a light colored... |
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Invention
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Systems and methods for iterative generation and plotting of machine learning outcomes on a user ... |
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Invention
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Machine-learning system for clickstream-based content interest prediction.
A method includes rec... |
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Invention
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Systems and methods for configurable ordered transformation of database content.
A system includ... |
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Invention
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Byte queue parsing in high-performance network messaging architecture.
A computationally-efficie... |
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Invention
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System and method for routing requests for events.
A system and method receives a request for an... |
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Invention
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System and method for document review and approval.
A system and method identify the review orde... |
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G/S
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Providing on-line chat rooms and electronic bulletin boards for transmission of messages among us... |
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Invention
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Systems and methods for computing database interactions and evaluating interaction parameters.
A... |
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Invention
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Apparatus for detecting and handling anomalous behavior by users and other entities.
A system an... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for using virtual currency to ... |
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Invention
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Methods, apparatuses, systems, and non-transitory computer readable mediums for detecting fraud d... |
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Invention
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System and method for managing fractional shares of exchange traded funds in retirement plans.
A... |
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Invention
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Facilitating inter-system data transfer with seralized data objects.
A computer server includes ... |
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Invention
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Recommendation system for providing personalized and mixed content on a user interface based on c... |
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Invention
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System and method for assisting individuals in assessing and improving their behavior regarding f... |
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Invention
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System and method for operating a family of mutual funds or etfs.
A system and method operates a... |
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Invention
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System and method for displaying order status and receiving and changing orders.
A system and me... |
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Invention
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Methods and systems for browser spoofing mitigation.
An authentication system includes an authen... |
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Invention
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Omni-channel content mapper framework. A system, apparatus, method, and non-transitory computer r... |
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Invention
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Method, apparatus, system, and non-transitory computer readable medium for preserving trading tim... |
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Invention
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Method, device, and non-transitory computer readable medium for obfuscating data. A device, metho... |
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Invention
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Machine-learning system for incoming call driver prediction. A method includes selecting a custom... |
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Invention
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Proxy device for secure communication between third-party service and mail server. A method of op... |
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Invention
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String processing of clickstream data. A method includes assigning unique symbols to pages of a w... |
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2023
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Invention
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System and method for managing information sourced by a primary server that is sent to other serv... |
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Invention
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Method, device, and non-transitory computer readable medium for generating and managing cryptogra... |
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Invention
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Omni-channel content mapper framework.
A system, apparatus, method, and non-transitory computer ... |
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G/S
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Educational services, namely, providing live and on-line seminars, webcasts, workshops, and event... |
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Invention
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Method, device, and non-transitory computer readable medium for obfuscating data.
A device, meth... |
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Invention
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Method, apparatus, system, and non-transitory computer readable medium for detecting anomalous us... |
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G/S
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Internet broadcasting services Financial analysis; Financial information provided by electronic m... |
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G/S
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Financial analysis; Providing information and research in the field of finance and financial inve... |
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2022
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G/S
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Providing online non-downloadable videos, and electronic publications in the nature of brochures,... |
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G/S
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Providing career placement and networking services for financial firms and advisors; career place... |
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G/S
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Downloadable electronic publications in the nature of brochures and reports in the field of promo... |
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G/S
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Providing online non-downloadable software for financial management, namely, cash management, tax... |
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G/S
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Providing an online non-downloadable software application for use in managing an equity program a... |
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G/S
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Financial strategy, planning, advisory and brokerage services in the fields of finance and financ... |
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G/S
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Charitable services, namely, providing donor-advised fund services to others in the nature of acc... |
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G/S
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Financial and investment research, strategy, planning, advisory and brokerage services, asset and... |
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G/S
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Providing financial and investment information, financial and investment news, financial and inve... |
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Invention
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System and method for displaying order status and receiving and changing orders. A system and met... |
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2021
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Invention
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System and method for operating a family of mutual funds or etfs. A system and method operates a ... |
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G/S
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Providing online non-downloadable software for use in administration of equity compensation plans |
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Invention
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System and method for evaluating rules. A system and method reduces or minimizes the number of ch... |
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G/S
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Financial information provided by electronic means in the field of investment, finance, business,... |
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G/S
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Investment management; Investment consultation; Investment advisory services; Financial investmen... |
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G/S
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Downloadable podcasts in the field of finance and financial investments. Entertainment services, ... |
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G/S
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Financial investment services; Financial advisory and consultancy services; Financial portfolio m... |
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G/S
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Downloadable documents in the fields of financial planning, financial management, financial instr... |
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G/S
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Providing a full line of financial and investment services, namely, financial planning and invest... |
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G/S
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Providing information in the field of financial stock and equity markets; Providing information a... |
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2020
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G/S
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Downloadable podcasts in the field of finance and financial investments Entertainment services, n... |
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G/S
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Downloadable computer software that allows a chatbot character to interact directly with clients ... |
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G/S
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Educational services, namely, arranging and conducting live programs, classes, seminars, presenta... |
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G/S
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Financial investment management; providing stock market
information; financial and investment se... |
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G/S
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Financial investment management; providing stock market information; financial and investment ser... |
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Invention
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Computationally-efficient recommendation generation system.
A system includes a processor and a ... |
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G/S
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Securities trade execution services; Financial services, namely, assisting others with the comple... |
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Invention
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Network traffic interception and inspection system.
An authentication system has instructions in... |
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G/S
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providing automated and customized personal financial, investment management and advisory service... |
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G/S
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Financial investment management; Providing stock market information; Financial and investment ser... |
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Invention
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System and method for a user interface to facilitate comparisons of data. A system and method ani... |
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G/S
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Investment advisory services with respect to fixed income and dividend equity investments; financ... |
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G/S
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Annuity investment services, namely, distribution of annuities; investment management of and dist... |
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G/S
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Providing online non-downloadable software for matching independent advisors with registered inve... |
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G/S
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Downloadable software for use in connection with finance, financial planning, wealth management, ... |
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G/S
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Downloadable software for use in connection with finance,
financial planning, wealth management,... |
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G/S
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Providing financial information and analysis about financial planning, investment, portfolio mana... |
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G/S
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Customized personal financial and advisory services, namely, providing information, analysis, and... |
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G/S
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Entertainment services, namely, an ongoing series in the field of finance provided through webcas... |
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2019
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G/S
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Downloadable software related to financial information, investment, and trading, namely, electron... |
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Invention
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System and method for document review and approval. A system and method identifies the review ord... |
