Abstract: 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.

Abstract: According to one or more disclosed embodiments, a plurality of data inputs is received from a plurality of information sources regarding one or more investment portfolios, and the received plurality of data inputs is processed using a data model. The data derived from the processing of the received plurality of data inputs is then outputted. Also, the outputted data is checked against one or more predetermined guidelines. The data model can thus be continuously optimized in response to the checking of the outputted data against the one or more predetermined guidelines.