Beth M Vanney from 33 Webber Ln, Fitzwilliam, NH 03447, age 59, Phone: 7818643748

Us Patents

Stochastic Modeling Module For Providing Financial Planning And Advice
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US Patent:

8306885, Nov 6, 2012
Filed:

May 3, 2004
Appl. No.:

10/837871
Inventors:

Gabriela Brose - Minnetonka MN, US
Jodi Jenson - Minneapolis MN, US
Patricia Scarlato - Brooklyn MN, US
Beth M. Vanney - Wausau WI, US
Assignee:

Ameriprise Financial, Inc. - Minneapolis MN
International Classification:

G06Q 40/00
US Classification:

705 35, 705 36 R
Abstract:

The present invention provides systems and methods for facilitating financial advising and planning for a user. The system includes a portfolio integration module that integrates goals, assets, savings, and risk tolerance to develop a customized strategy for financial portfolio planning. A portfolio reconciler module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning. A stochastic modeling module uses data from the portfolio integration module and the portfolio reconciler module in a stochastic modeling analysis using a synchronous stationary bootstrap sampling method to construct a proposed situation portfolio. A simulator module forecasts the effects of the proposed situation portfolio on the user's portfolio, and monitoring, simulating, designing, and testing the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module.

System And Method For Providing Financial Planning And Advice
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US 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
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.

Portfolio Integration Module For Providing Financial Planning And Advice
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US Patent:

8498913, Jul 30, 2013
Filed:

May 3, 2004
Appl. No.:

10/837849
Inventors:

Jodi Jenson - Minneapolis MN, US
Patricia Scarlato - Brooklyn MN, US
Beth M. Vanney - Wausau WI, US
Assignee:

Ameriprise Financial, Inc. - Minneapolis MN
International Classification:

G06Q 40/00
US Classification:

705 35, 705 36 R
Abstract:

The present invention provides systems and methods for facilitating financial advising and planning for a user. The system includes a portfolio integration module that integrates goals, assets, savings, and risk tolerance to develop a customized strategy for financial portfolio planning. A portfolio reconciler module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning. A stochastic modeling module uses data from the portfolio integration module and the portfolio reconciler module in a stochastic modeling analysis using a synchronous stationary bootstrap sampling method to construct a proposed situation portfolio. A simulator module forecasts the effects of the proposed situation portfolio on the user's portfolio, and monitoring, simulating, designing, and testing the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module.

Method And Tool For Portfolio Monitoring, Rebalancing And Reporting
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US Patent:

8566184, Oct 22, 2013
Filed:

Jul 11, 2003
Appl. No.:

10/618014
Inventors:

Eric Joseph Paluck - Maple Grove MN, US
Julia Ann Newberry - Minneapolis MN, US
Steven Robert Williamson - Plymouth MN, US
Shawn Christian Mize - Richfield MN, US
Teri Lynn Reitan Gemilere - St Louis Park MN, US
Beth Michelle Vanney - Wausau WI, US
Assignee:

Ameriprise Financial, Inc. - Minneapolis MN
International Classification:

G07F 19/00
G06Q 40/00
US Classification:

705 30, 705 36 R
Abstract:

There is provided a rebalancing tool and method that enables an advisor to monitor client account performance against a client account model, receive alerts out-of-balance client accounts, and preview rebalancing hypothetical results. The rebalancing tool enables the advisor to perform the steps of creating a client model via a web interface and compare the client account against the client model at the asset class level. The rebalancing tool can display out-of-balance client account alerts and out-of-balance client accounts on a rebalancing tool page, and enable a user to test a rebalancing hypothetical that includes modifications to the percentage asset allocation or percentage tolerance threshold at the asset class level, and planned trades to the client account. The rebalancing tools enables a user to prepare rebalancing hypothetical results that may then be presented to the client for approval. The rebalancing hypothetical results can include calculated results for risk grade, diversification benefit, Gain/Loss.

Simulator Module For Providing Financial Planning And Advice
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US Patent:

20050004855, Jan 6, 2005
Filed:

May 3, 2004
Appl. No.:

10/837870
Inventors:

Jodi Jenson - Minneapolis MN, US
Patti Lipinski - Kalispell MT, US
Linda Ostrem - Edina MN, US
Patricia Scarlato - Brooklyn MN, US
Beth Vanney - Wausau WI, US
International Classification:

G06F017/60
US Classification:

705035000
Abstract:

The present invention provides systems and methods for facilitating financial advising and planning for a user using a simulator module. In accordance with an exemplary embodiment of the present invention, the system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user. A portfolio reconciler module in communication with the portfolio integration module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to farther facilitate the financial portfolio planning of the user. A stochastic modeling module in communication with the portfolio integration module and the portfolio reconciler module for facilitating use of data from the portfolio integration module and the portfolio reconciler module in a stochastic modeling analysis using a synchronous stationary bootstrap sampling method to facilitate creation of a proposed situation portfolio for the user. A simulator module in communication with the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module for facilitating forecasting the effects of the proposed situation portfolio on the user's portfolio, and monitoring, simulating, designing, and testing the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module.

Portfolio Reconciler Module For Providing Financial Planning And Advice
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US Patent:

20050010510, Jan 13, 2005
Filed:

May 3, 2004
Appl. No.:

10/838114
Inventors:

Gabriela Brose - Minnetonka MN, US
Mark Ledson - Stillwateer MN, US
William Moran - Minnetonka MN, US
Linda Ostrem - Edina MN, US
Patricia Scarlato - Brooklyn MN, US
Beth Vanney - Wausau WI, US
International Classification:

G06F017/60
US Classification:

705035000
Abstract:

The present invention provides systems and methods for facilitating financial advising and planning for a user using a portfolio reconciler module. In accordance with an exemplary embodiment of the present invention, the system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user. A portfolio reconciler module in communication with the portfolio integration module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning of the user. A stochastic modeling module in communication with the portfolio integration module and the portfolio reconciler module for facilitating use of data from the portfolio integration module and the portfolio reconciler module in a stochastic modeling analysis using a synchronous stationary bootstrap sampling method to facilitate creation of a proposed situation portfolio for the user. A simulator module in communication with the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module for facilitating forecasting the effects of the proposed situation portfolio on the user's portfolio, and monitoring, simulating, designing, and testing the portfolio integration module, the portfolio reconciler module, and the stochastic modeling module.