ALEXANDRIA, Va., July 16 -- United States Patent no. 12,361,480, issued on July 15, was assigned to Wells Fargo Bank N.A. (San Francisco).
"System and method for financial health robo-advisor" was invented by Cathy Ann Costa (Walnut Creek, Calif.).
According to the abstract* released by the U.S. Patent & Trademark Office: "Aspects of the present disclosure address systems and methods for receiving, via a processor, a financial health goal from a user and for retrieving, from a data store, one or more financial health templates based on the financial health goal. The financial health goal does not include an investment goal. The systems and methods additionally include retrieving, from a data store, one or more financial health templates b...