{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-11301764","patent":{"patent_number":"US-11301764","title":"Systems and methods for digital advice","assignee":null,"inventors":[],"filing_date":"2020-06-11T00:00:00.000Z","publication_date":"2022-04-12T00:00:00.000Z","cpc_codes":["G06N","G06F","G06Q","G06Q","G06Q","H04L","H04L","H04L","G06N"],"num_claims":20,"abstract":"The present disclosure relates to methods and systems for providing personalized digital advice. A digital advisor service applies cross-entity historical interaction (e.g., behavior attributes) to one or more predictive models to identify one or more personalized goals for a user. The digital advisor service provides, via an application programming interface, the identified one or more personalized goals to an entity service, enabling the entity service to present the one or more personalized goals."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Systems and methods for digital advice","description":"The present disclosure relates to methods and systems for providing personalized digital advice. A digital advisor service applies cross-entity historical interaction (e.g., behavior attributes) to on","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-11301764","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-11301764","citation_suggestion":"Patentable. \"Systems and methods for digital advice\" (US-11301764). https://patentable.app/patents/US-11301764","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-11301764","json":"https://patentable.app/api/llm-context/US-11301764","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-30T18:02:27.337Z"}