Patent ID: 8577701

Claim:
A computer system for processing data related to investment management, comprising: one or more data storage devices storing data associated with a plurality of investment accounts, the data indicative of the investment accounts including, for each investment account: an account value; a plurality of investments and, for each of the investments, one of a plurality of categories associated with the investments and a value of the investments; and an investment management hardware server, in communication with the one or more data storage devices, and configured to, for each of the investment accounts: access the stored data indicative of the investments; determine a value of the investments in at least one of the plurality of categories; determine a proportion of the value of the investments in the at least one of the plurality of categories to the account value; determine whether the determined proportion is in breach of either of an upper threshold proportion and a lower threshold proportion; responsive to determining that the determined proportion is in breach of either the upper threshold proportion or the lower threshold proportion, provide output data to a fund manager computer system with instructions to automatically reallocate value between the categories so as to change the determined proportion to a predetermined allocation; and responsive to determining the determined proportion is not in breach of either the upper threshold proportion or the lower threshold proportion, output data indicative of maintaining current category balances.