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2023
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Invention
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Externally held account discovery and aggregation.
Apparatuses, systems, methods, and computer p... |
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Invention
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Item level data aggregation.
Apparatuses, systems, methods, and computer program products are di... |
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Invention
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Aggregation based credit decision.
Apparatuses, systems, methods, and computer program products ... |
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Invention
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Aggregation platform portal.
Apparatuses, systems, methods, and computer program products are pr... |
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Invention
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Aggregated data query interface.
Apparatuses, systems, methods, and computer program products ar... |
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Invention
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Data intermediary registry security.
Apparatuses, systems, methods, and computer program product... |
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Invention
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Creating an intuitive visual plan for achieving financial goals.
Apparatuses, methods, and syste... |
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2022
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Invention
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Computer software for personal budgeting that graphically depicts data using two or three dimensi... |
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Invention
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Long string pattern matching of aggregated account data.
Apparatuses, systems, methods, and prog... |
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Invention
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Transaction based fraud detection.
Apparatuses, methods, computer program products, and systems ... |
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Invention
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Multi-core account processing system support.
Apparatuses, methods, computer program products, a... |
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Invention
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Multi-core account processing system support. Apparatuses, methods, computer program products, an... |
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Invention
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Multi-core account migration.
Apparatuses, methods, computer program products, and systems are d... |
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Invention
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Risk assessment based data access.
Apparatuses, methods, computer program products, and systems ... |
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Invention
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Multi-core account migration. Apparatuses, methods, computer program products, and systems are di... |
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Invention
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Risk assessment based data access. Apparatuses, methods, computer program products, and systems a... |
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Invention
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Automatic account protection. Apparatuses, systems, methods, and computer program products are di... |
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Invention
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Early data breach detection.
Apparatuses, methods, systems, and program products are disclosed f... |
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Invention
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Automatic event migration. Apparatuses, systems, methods, and computer program products are discl... |
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Invention
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Data sync engine, method and software. Apparatuses, systems, methods, and program products are di... |
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2021
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G/S
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Education services, namely, providing non-downloadable webinars in the field of business and fina... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for analyzing financial transa... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for linking users' third-party... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for aggregating, enhancing, cl... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for mobile banking and financi... |
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G/S
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Cloud computing featuring software for use authenticating third parties and securely transferring... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for embedding a financial feed... |
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Invention
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Watermark security. Apparatuses, methods, systems, and program products are disclosed for waterma... |
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Invention
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Accessible remote deposit capture.
Apparatuses, methods, program products, and systems are discl... |
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Invention
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Dynamic feature and performance testing and adjustment. Apparatuses, methods, systems, and comput... |
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Invention
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Virtual subaccounts.
Apparatuses, systems, methods, and computer program products are disclosed ... |
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Invention
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Aggregation platform portal for displaying and updating data for third-party service providers. A... |
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Invention
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Mobile device based identity verification.
Apparatuses, systems, methods, and computer program p... |
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Invention
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Aggregation platform filter.
Apparatuses, systems, methods, and computer program products are pr... |
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Invention
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Item level data aggregation. Apparatuses, systems, methods, and computer program products are dis... |
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Invention
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Automated data supplementation and verification.
Apparatuses, systems, methods, and computer pro... |
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Invention
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Data aggregation using a limited-use code. Apparatuses, methods, systems, and program products ar... |
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Invention
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Securing data based on randomization. Apparatuses, methods, systems, and program products are pre... |
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Invention
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Data protection query interface. Apparatuses, methods, program products, and systems are disclose... |
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Invention
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Payment processing.
Apparatuses, methods, computer program products, and systems are disclosed f... |
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Invention
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Data protection query interface.
Apparatuses, methods, program products, and systems are disclos... |
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2020
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Invention
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Account verification. Apparatuses, methods, program products, and systems are disclosed for accou... |
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Invention
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Account verification.
Apparatuses, methods, program products, and systems are disclosed for acco... |
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G/S
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Consultancy and advisory services in the field of business strategy; Consultancy regarding advert... |
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Invention
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Multi-platform testing automation. Apparatuses, systems, methods, and computer program products a... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for connecting financial insti... |
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G/S
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Platform as a service (PAAS) featuring computer software platforms for embeddable mobile widgets ... |
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2019
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Invention
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Display screen or portion thereof with a graphical user interface |
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G/S
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Cloud computing featuring software for providing financial visualizations and insights for use by... |
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G/S
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Application service provider featuring application programming interface (API) software for pre-s... |
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2017
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G/S
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Software as a service (SAAS) services featuring software for analyzing data and displaying metric... |
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2016
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G/S
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Electronic data storage; Electronic storage of aggregated user financial transaction data made av... |
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2015
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G/S
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Computer application software for mobile phones, namely, software for mobile banking with integra... |
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G/S
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Providing on-line information regarding personal finances, financial risk assessment, and budgeti... |
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G/S
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Audio and video recordings featuring presentations in the field of personal finance that feature ... |
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G/S
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Computer application software for mobile devices for use in personal financial budgeting, financi... |
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G/S
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Advertising services for financial institutions provided via the internet; advertising services f... |
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2014
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G/S
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Providing temporary use of non-downloadable computer software for software development, namely, t... |
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2013
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G/S
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[Computer application software for mobile devices for use in personal financial budgeting, financ... |
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G/S
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Computer software for accessing, analyzing and customizing financial information for targeted adv... |
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G/S
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Software as a service (SAAS) services, namely, hosting software for use by others which provides ... |
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G/S
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Educational services, namely, providing audio and/or video podcasts, and live and on-line talks a... |
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2012
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G/S
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Providing interactive online training services in the fields of personal finance budgeting, finan... |
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G/S
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Computer application software for mobile devices, namely, software for use in personal financial ... |
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G/S
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Computer services, namely, providing a computer software protocol for the exchange or synchroniza... |
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G/S
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[ Providing pre-recorded and downloadable instructional video recordings in the field of personal... |
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G/S
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Computer application software for mobile phones, namely, software for personal financial manageme... |
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2011
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G/S
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Financial management |
