| 主权项 |
1. A computer-implemented method for providing information related to a financial portfolio of a client, the financial portfolio's allocation among at least one country and information related to at least one effect of at least one change to at least one rule associated with the financial portfolio, the method comprising:
storing data and instructions in a non-transitory electronic database via one or more electronic communication interfaces to transmit the information related to the effects of at least one change to at least one rule on the financial portfolio, said data corresponding to:
one or more financial products associated with the financial portfolio;allocation of the financial portfolio among the at least one country;one or more categories of interest to the client; anda set of rules associated with the financial portfolio; accessing the non-transitory electronic database by a computer processor to execute instructions stored at said non-transitory electronic database, and to perform steps including:
receiving over a network, using a receiving engine, tax news data relating to at least one change to at least one rule from the set of rules associated with the financial portfolio, the receiving engine processing, maintaining and sorting the tax news data;determining, using a processing engine at least one country corresponding to the tax news data and associating the tax news data with the at least one country;determining, using the processing engine, at least one change to at least one rule from the set of rules associated with the financial portfolio, based on the tax news data;retrieving from the electronic database, using a data retrieval engine via a network, data relating to the financial portfolio of the client, the allocation of the financial portfolio among at least one country, one or more categories of interest to the client and one or more metrics associated with the financial portfolio, the data retrieval engine processing and managing the received data;computing, using a computation engine, the at least one effect of the at least one change to the at least one rule from the set of rules associated with the financial portfolio; andidentifying, using a tax profile determination engine, a tax profile associated with the financial portfolio of the client, wherein the tax profile comprises the at least one effect of the at least one change to the at least one rule from the set of rules associated with the financial portfolio, and further wherein the tax profile is categorized based on the one or more categories of interest to the client; and displaying, on a user interface of a display device to the client, the tax profile including the at least one effect of the at least one change. |
