1
Christopher L Jones, William F Sharpe, Jason S Scott, John G Watson, Jeff N Maggioncalda, Geert Bekaert, Steven R Grenadier, Ronald T Park: Financial advisory system. Financial Engines, Blakely Sokoloff Taylor & Zafman, February 1, 2000: US06021397 (793 worldwide citation)

A financial advisory system is provided. According to one aspect of the present invention, return scenarios for optimized portfolio allocations are simulated interactively to facilitate financial product selection. Return scenarios for each asset class of a plurality of asset classes are generated b ...


2
Jeff N Maggioncalda, Christopher L Jones, William F Sharpe, Ken Fine, Ellen Tauber: User interface for a financial advisory system. Financial Engines, Blakely Sokoloff Taylor & Zafman, June 29, 1999: US05918217 (346 worldwide citation)

A user interface for a financial advisory system is provided. According to one aspect of the present invention, a user may interactively explore how changes in one or more input decisions such as a risk tolerance, a savings level, and a retirement age affect one or more output values such as a proba ...


3
Jeff N Maggioncalda, Christopher L Jones, William F Sharpe, Ken Fine, Ellen Tauber: User interface for a financial advisory system. Financial Engines, Blakely Sokoloff Taylor & Zafman, January 4, 2000: US06012044 (234 worldwide citation)

A user interface for a financial advisory system is provided. According to one aspect of the present invention, a user may interactively explore how changes in one or more input decisions such as a risk tolerance, a savings level, and a retirement age affect one or more output values such as a proba ...


4
Geert Bekaert, Steven R Grenadier, Christopher L Jones, Jason S Scott, John G Watson: Pricing module for financial advisory system. Financial Engines, Blakely Sokoloff Taylor & Zafman, September 26, 2000: US06125355 (148 worldwide citation)

The pricing module of the present invention provides a single module that models both fixed-income securities and equity securities into the future in an arbitrage-free model. Because the modeling includes both fixed-income securities and equity securities that are modeled based on common input stat ...


5
Jeff N Maggioncalda, Christopher L Jones, William F Sharpe, Ken Fine, Ellen Tauber: User Interface for a financial advisory system that allows an end user to interactively explore tradeoffs among input decisions. Financial Engines, Faegre & Benson, June 13, 2006: US07062458 (77 worldwide citation)

A method and an apparatus for a user interface for a financial advisory system is provided. According to one embodiment of the invention, a set of one or more input objects and a set of output values are displayed. The input objects include an indication of a target retirement age, an indication of ...


6
Jeff N Maggioncalda, Christopher L Jones, William F Sharpe, Ken Fine, Ellen Tauber: User interface for a financial advisory system. Financial Engines, Hamilton DeSanctis & Cha, August 10, 2010: US07774257 (61 worldwide citation)

A financial advisory system and a user interface for such a system are provided. According to one embodiment, information regarding a retirement income goal of an individual is received. Multiple input values for corresponding decision variables are also received. The decision variables include an i ...


7
Christopher L Jones, William F Sharpe, Jason S Scott, John G Watson, Jeff N Maggioncalda, Geert Bekaert, Steven R Grenadier, Ronald T Park: Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor. Financial Engines, Faegre & Benson, March 21, 2006: US07016870 (39 worldwide citation)

A financial advisory system is provided. According to one aspect of the present invention, return scenarios for optimized portfolio allocations are simulated interactively to facilitate financial product selection. Return scenarios for each asset class of a plurality of asset classes are generated b ...


8
Christopher L Jones, William F Sharpe, Jason S Scott, John G Watson, Jeff N Maggioncalda, Geert Bekaert, Steven R Grenadier, Ronald T Park: Financial advisory system. Financial Engines, Hamilton DeSanctis & Cha, August 31, 2010: US07788155 (12 worldwide citation)

A financial advisory system is provided. According to one aspect of the present invention, return scenarios for optimized portfolio allocations are simulated interactively to facilitate financial product selection. Return scenarios for each asset class of a plurality of asset classes are generated b ...


9
Christopher L Jones, William F Sharpe, Jason S Scott, John G Watson, Jeff N Maggioncalda, Geert Bekaert, Steven R Grenadler, Ronald T Park: Financial goal planning and analysis system. Financial Engines, Hamilton DeSanctis & Cha, October 12, 2010: US07813989 (11 worldwide citation)

A financial advisory system is described that facilitates planning regarding financial goals, such as retirement. According to one embodiment, a method of forecasting a future value of a financial product holding is provided. Exposure analysis is performed on a financial product in which an investor ...


10
Christopher L Jones, William F Sharpe, Jason S Scott, John G Watson, Jeff N Maggioncalda, Geert Bekaert, Steven R Grenadler, Ronald T Park: Financial advisory system. Financial Engines, Hamilton DeSanctis & Cha, July 19, 2011: US07983975 (7 worldwide citation)

A financial advisory system is provided. According to one aspect of the present invention, return scenarios for optimized portfolio allocations are simulated interactively to facilitate financial product selection. Return scenarios for each asset class of a plurality of asset classes are generated b ...