Patent assignee · US · COMPANY

Financial Engines, Inc.

16Patents
7Active
16Granted
40Portfolio score

Filing activity: Dec 2, 1997 → Sep 26, 2011 · 5 expiring within 5 years

Most-cited patents

PatentTitleAreaCited byStatus
US6021397A Financial advisory system Physics 1,188 Expired
US5918217A User interface for a financial advisory system Physics 491 Expired
US6012044A User interface for a financial advisory system Physics 314 Expired
US7774257B2 User interface for a financial advisory system Physics 189 Active
US6125355A Pricing module for financial advisory system Physics 177 Expired
US6292787A Enhancing utility and diversifying model risk in a portfolio optimization framework Physics 141 Expired
US7062458B2 User Interface for a financial advisory system that allows an end user to interactively explore tradeoffs among input decisions Physics 138 Expired
US7016870B1 Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor Physics 84 Expired
US7788155B2 Financial advisory system Physics 55 Active
US7983975B2 Financial advisory system Physics 42 Active
US7321871B2 Enhancing utility and diversifying model risk in a portfolio optimization framework Physics 38 Expired
US7813989B2 Financial goal planning and analysis system Physics 35 Active
US7249081B2 Load aware optimization Physics 29 Expired
US8200561B1 Tax-aware asset allocation Physics 25 Active
US8521633B2 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Physics 11 Active
US8725614B2 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Physics 6 Active

Source: USPTO / EPO open patent data. Counts and citation impact are objective bibliographic measures.