Patent ID: 8793182

Claim:
A computerized method for calculating credit assignment determinations, comprising: receiving, by a computer, client financial information, wherein the client financial information represents at least 100,000 investment trading transactions associated with at least one client, and wherein the at least one client is distinct from buyers and sellers involved in the at least 100,000 investment trading transactions; receiving, by the computer, a plurality of credit assignment rules for calculating the credit assignment determinations based, at least in part, on the client financial information, wherein each credit assignment determination is a calculation of a financial credit or compensation due allocation among a plurality of individuals or entities or both that have been associated with the at least one client and each of the at least 100,000 investment trading transactions, wherein the financial credit or compensation due allocation is based, at least in part, on fees paid by at least one of: (1) the buyers involved in the at least 100,000 investment trading transactions, and (2) the sellers involved in the at least 100,000 investment trading transactions, and wherein the plurality of credit assignment rules are based, at least in part, on: (1) characteristics associated with each entity or each individual from the plurality of individuals or entities or both, (2) a degree of involvement by a particular entity or a particular individual from the plurality of individuals or entities or both in each respective investment trading transaction, and (3) criteria associated with at least one of the at least 100,000 investment trading transactions; calculating on daily basis, by the computer, the credit assignment determinations of the at least 100,000 investment trading transactions among the plurality of individuals or entities or both based, at least in part, on the plurality of credit assignment rules and the client financial information; and outputting, by the computer, the calculated credit assignment determinations for the plurality of individuals or entities or both.