This inventor holds 6 USPTO granted patents. Top assignees: Accenture Corporation, Accenture Global Services Gmbh. Active years: 2008-2011.
Company Filing History:
Years Active: 2008-2011
Title: Innovations by Ronald E Sloan
Introduction
Ronald E Sloan is a notable inventor based in Toronto, Canada. He has made significant contributions to the field of financial technology, holding a total of 6 patents. His work focuses on developing systems that enhance financial planning and investment management.
Latest Patents
One of his latest patents is a financial planning and counseling system that projects user cash flow. This innovative system provides a web-enabled financial model accessible over the Internet. It allows users to input their financial information, which is then stored in a database. The system aggregates prospective cash flow over a predetermined time based on a service level agreement and the user's financial data. Users can re-input their information if the projected cash flow is unsatisfactory, and a risk analysis can be performed if the cash flow is acceptable. Additionally, the system offers financial advice based on the user's information.
Another significant invention by Sloan is an automated financial portfolio coaching and risk management system. This Internet-enabled, interactive system operates in a collaborative environment between the user and the portfolio development system. It models the user's investment parameters into a profile that reflects their risk tolerance, investment style, and market attitude. The system calculates Value At Risk (VAR) values and filters securities based on their VAR and Beta values. It allows users to swap securities in their portfolios and provides an analysis of the effects of these swaps. The model also generates an ideal portfolio based on the user's profile, presenting estimated values and potential scenarios.
Career Highlights
Throughout his career, Ronald E Sloan has worked with prominent companies, including Accenture Corporation and Accenture Global Services GmbH. His experience in these organizations has contributed to his expertise in financial technology and innovation.
Collaborations
Sloan has collaborated with various professionals in his field, including his coworker Stephen B Slutsky. Their combined efforts have led to advancements in financial modeling and risk management systems.
Conclusion
Ronald E Sloan's contributions to financial technology through his innovative patents have significantly impacted the industry. His work continues to influence how individuals manage their finances and investments.