{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-10475119","patent":{"patent_number":"US-10475119","title":"Managed account continuum system and method","assignee":null,"inventors":[],"filing_date":"2016-10-11T00:00:00.000Z","publication_date":"2019-11-12T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q","G06F"],"num_claims":20,"abstract":"A system includes a server operable to communicatively couple with a customer interface device (CID) such that state-of-life inputs from the CID are communicated to the server. The server includes a memory configured to store the state-of-life inputs and storing a program executable by a processor of the server. The server also includes a processor configured to execute the program such that the program determines a financial service product based on the state-of-life inputs and such that the server issues a communication to the CID including a recommendation of the financial service product. The processor is also configured to format one or more selections made by the customer from the recommendation on a single-rail managed account product continuum having two or more financial service products."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Managed account continuum system and method","description":"A system includes a server operable to communicatively couple with a customer interface device (CID) such that state-of-life inputs from the CID are communicated to the server. The server includes a m","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-10475119","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-10475119","citation_suggestion":"Patentable. \"Managed account continuum system and method\" (US-10475119). https://patentable.app/patents/US-10475119","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-10475119","json":"https://patentable.app/api/llm-context/US-10475119","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-30T07:34:15.913Z"}