Patent ID: 8209253

Claim:
A system for allocating limited resources of a securities research entity to a plurality of accounts associated with the securities research entity, the system comprising a computing device, wherein the computing device comprises: at least one processor and an operatively associated computer readable medium, wherein the computer readable medium comprises instructions thereon that, when executed by the at least one processor cause the computing device to: receive values for a plurality of attributes from an account attribute data store, wherein each of the plurality of attributes describes at least one of the plurality of accounts; for each of the plurality of accounts, generate a service score based at least in part on values selected from the values for the plurality of attributes, wherein each service score indicates a value of the corresponding account to the securities research entity relative to other accounts selected from the plurality of accounts; and match the resources of the securities research entity to the plurality of accounts based at least in part on the service score for each account, wherein the match of the resources to the accounts comprises: determining a number of preference points assigned to each account of the plurality of accounts based on the service score of the account; receiving resource capacity data from the resource capacity database, wherein the resource capacity data indicates a quantity of resources available to be matched; receiving allocation data indicating an allocation of the preference points assigned to each account across at least one of the resources of the securities research entity; and matching the resources to the plurality of accounts based at least in part on the number of preference points allocated to the resource for each account.