Mark Ledson Phones & Addresses
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1201 Bering Dr APT 21, Houston, TX 77057
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Galveston, TX
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Minneapolis, MN
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Gonzales, LA
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Stillwater, MN
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Donaldsonville, LA
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Carlsbad, CA
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Saint Paul, MN
Publications
Us Patents
System And Method For Providing Financial Planning And Advice
View pageUS Patent:
8407125, Mar 26, 2013
Filed:
Jul 31, 2002
Appl. No.:
10/210827
Inventors:
Jodi Jenson - Minneapolis MN, US
Mark Ledson - Gonzales LA, US
Patti P. Lipinski - Eden Prairie MN, US
William J. Moran - Minnetonka MN, US
Linda Ostrem - Edina MN, US
Beth M. Vanney - Wausau WI, US
Gabriella Brose - Minnetonka MN, US
Patricia Scarlato - Brooklyn Center MN, US
Mark Ledson - Gonzales LA, US
Patti P. Lipinski - Eden Prairie MN, US
William J. Moran - Minnetonka MN, US
Linda Ostrem - Edina MN, US
Beth M. Vanney - Wausau WI, US
Gabriella Brose - Minnetonka MN, US
Patricia Scarlato - Brooklyn Center MN, US
Assignee:
Ameriprise Financial, Inc. - Minneapolis MN
International Classification:
G06Q 40/00
US Classification:
705 36R
Abstract:
The system facilitates portfolio advising and planning for a client. The system includes a portfolio integration module configured to receive and integrate data, wherein the data includes a client's goals, assets, savings and risk tolerance, wherein the portfolio integration module is further configures to compute a customized strategy based on the received data. The portfolio reconciler module is configured to compare a customized strategy to at least one of the other strategies, based on the received and integrated data in order to further facilitate the financial portfolio planning of the client, wherein the financial portfolio planning analyzes both planned hypothetical events and unplanned hypothetical events. The stochastic modeling module is configures to further analyze proposed situation portfolios based on future uncertainties, wherein future uncertainties include the unplanned hypothetical events. The simulation module is configured to compute the probability of meeting the client's goals.