Patent ID: 8073750

Claim:
An electronic placement apparatus configured to interact with a computer system, the computer system having: a processor in a data processing system, the processor operably associated with an input device of the data processing system and with an output device of the data processing system, the data processing system configured to receive information from the input device, the information comprising jurisdictional data for a financial product and information specifying financial objectives of a party, and adapted to locate the data and the objectives into a memory operably associated with the data processing system and to identify various parts of the financial product by accessing the memory, and characterized further in that the data processing system has: a calculating capability, responsive to the jurisdictional data, to calculate respective valuations of parts of the financial product in respective jurisdictions in an implementation of the financial product, and configured to compute a range of alternative combinations of the parts of the financial product with the parts located in different jurisdictions; an identifying capability to identify a combination which optimizes a value of the financial product with respect to the specified financial objectives; and a generating capability to generate documentation for initial placement of the parts as output at the output device, wherein the computer system is configured to manage multi-jurisdictional investment; the electronic placement apparatus having: a processor, in the electronic placement apparatus, the processor operably associated with an input device of the electronic placement apparatus and with an output device of the electronic placement apparatus, the electronic placement apparatus configured to receive the output at the input device of the electronic placement apparatus and adapted to use the output to produce output at the output device of the electronic placement apparatus in carrying out a placement of one of the parts of the financial product in a jurisdiction of the different jurisdictions corresponding to the optimized value.