| 摘要 |
According to one or more disclosed embodiments, a plurality of data inputs are received from a plurality of information sources regarding one or more investment portfolios. Also, a proposed change to at least one of the investment portfolios is received. Then, it is determined whether the proposed change would cause a deviation from one or more guidelines. When the proposed change causes a deviation from the one or more guidelines, the proposed change is rejected. Otherwise, one or more instructions for executing the proposed change are transmitted. |
