Toronto, Canada

Stephen B Slutsky


Average Co-Inventor Count = 2.0

ph-index = 6

Forward Citations = 430(Granted Patents)


Company Filing History:


Years Active: 2008-2011

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6 patents (USPTO):Explore Patents

Title: Innovations by Stephen B Slutsky: A Trailblazing Inventor in Financial Technology

Introduction

Stephen B Slutsky, based in Toronto, CA, is a renowned inventor with an impressive portfolio of six patents. His work primarily focuses on revolutionizing financial planning and investment management through innovative digital solutions. Slutsky’s contributions to financial technology not only streamline user experiences but also enhance the decision-making processes of individuals seeking to optimize their financial futures.

Latest Patents

Stephen's most recent patents showcase his ingenuity in developing systems that aid users in financial management. His first notable invention is a *Financial Planning and Counseling System Projecting User Cash Flow*. This system provides a platform for generating a web-enabled financial model that users can access online. It prompts users to input their financial data, which is then stored in a database. Based on the user’s input and a predefined service level agreement, the system aggregates prospective cash flow over time, offering users insights into their financial outlook. Additionally, it features options for risk analysis and personalized advice based on the financial information provided.

Another significant invention is the *Automated Financial Portfolio Coaching and Risk Management System*. This innovative Internet-enabled system creates user profiles based on individual investment parameters, including risk tolerance and investment style. It calculates Value At Risk (VaR) values, filters securities according to their VaR and Beta values, and presents users with tailored lists for optimizing their portfolios. Furthermore, it allows users to simulate effects of swapping securities and generate ideal portfolio scenarios, thus facilitating a deeper understanding of their financial strategies.

Career Highlights

Before becoming an inventor, Stephen had a notable career at Accenture Corporation and Accenture Global Services GmbH. His experience in these reputable firms has equipped him with the skills and insights necessary to identify gaps in the financial sector, ultimately leading to his innovative contributions.

Collaborations

During his career, Stephen has worked alongside dedicated professionals, including Ronald E Sloan. Their collaboration may have fostered an environment of creativity and innovation, contributing to the advancements reflected in Stephen's patent portfolio.

Conclusion

Stephen B Slutsky is an exemplary figure in financial technology innovation, with a strong commitment to enhancing financial planning and investment management. His patents not only demonstrate his proficiency as an inventor but also highlight the potential for technology to transform and improve personal finance management processes. As he continues to expand his influence in the field, his efforts will undoubtedly inspire future advancements in financial technology.

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