METHOD OF PROCESSING INVESTMENT DATA AND ASSOCIATED SYSTEM

摘要

A computerized method for processing investment data includes providing a server supporting a database for receiving, processing and storing investment data; providing a rules engine for processing rules data employing rules relating to credit assignment; introducing into the server investment data from a plurality of external sources, processing the rules data by the rules engine and permitting user access to the processed and stored investment data. Information regarding customer investments, client information and investment transaction information is provided in the server. A corresponding system is disclosed.

主权项

1. A computerized method of processing investment data comprising providing a server supporting a database for receiving, processing and storing investment data,
providing rules relating to credit assignment, introducing into said server investment data from a plurality of external sources, and permitting user access to said processed and stored investment data resident in said server after application of said rules to said investment data.