Resumes
Resumes
Gabriela Brose Phones & Addresses
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Wayzata, MN
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Chetek, WI
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18705 Clear View Ct, Minnetonka, MN 55345
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La Crosse, WI
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Glendale, AZ
Publications
Us Patents
Stochastic Modeling Module For Providing Financial Planning And Advice
View pageUS 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
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.
Portfolio Reconciler Module For Providing Financial Planning And Advice
View pageUS 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
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.