Patent ID: 8073760

Claim:
A system comprising: a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application is to receive portfolio data corresponding to a plurality of managed financial-instrument (FI) portfolios associated with a plurality of clients, and to receive real-time market data corresponding to the plurality of managed portfolios, wherein the FI-based management application is to automatically identify, based on said portfolio data and said real-time market data, one or more portfolios of the plurality of portfolios satisfying at least one management criterion, wherein in identifying the one or more portfolios the FI-based management application is to automatically identify one or more portfolios including at least one financial instrument satisfying a predefined event-based criterion, which relates to at least one of an expiration of said financial instrument, a barrier of said financial instrument, a lifecycle of said financial instrument, and a movement of said financial instrument in or out of the money, wherein, for each identified portfolio, the FI-based management application is to receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application is to automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the client-specific management data.