Abstract: Account allocation and management systems and methods are described. A server generates an interactive web interface on a user device including an account creation tool having user input tools for creating a user-defined first account. The server continually monitors account condition data from among plural financial systems. The server determines a proposed combination including plural second accounts selected from among the financial systems, based on the monitored data and at least one user input indication, where the proposed combination includes optimized account characteristics. The proposed combination including a portion of the optimized characteristics are displayed on the interactive web interface. Responsive to a confirmation from the user device, the user-defined first account is created that includes the plural second accounts. The server, responsive to detecting a change in the monitored data, automatically rebalances one or more among the second accounts in accordance with the detected change.

Abstract: Account allocation and management systems and methods are described. A server generates an interactive web interface on a user device including an account creation tool having user input tools for creating a user-defined first account. The server continually monitors account condition data from among plural financial systems. The server determines a proposed combination including plural second accounts selected from among the financial systems, based on the monitored data and at least one user input indication, where the proposed combination includes optimized account characteristics. The proposed combination including a portion of the optimized characteristics are displayed on the interactive web interface. Responsive to a confirmation from the user device, the user-defined first account is created that includes the plural second accounts. The server, responsive to detecting a change in the monitored data, automatically rebalances one or more among the second accounts in accordance with the detected change.

Abstract: Account allocation and management systems and methods are described. A server generates an interactive web interface on a user device including an account creation tool having user input tools for creating a user-defined first account. The server continually monitors account condition data from among plural financial systems. The server determines a proposed combination including plural second accounts selected from among the financial systems, based on the monitored data and at least one user input indication, where the proposed combination includes optimized account characteristics. The proposed combination including a portion of the optimized characteristics are displayed on the interactive web interface. Responsive to a confirmation from the user device, the user-defined first account is created that includes the plural second accounts. The server, responsive to detecting a change in the monitored data, automatically rebalances one or more among the second accounts in accordance with the detected change.

Abstract: Account allocation and management systems and methods are described. A server generates an interactive web interface on a user device including an account creation tool having user input tools for creating a user-defined first account. The server continually monitors account condition data from among plural financial systems. The server determines a proposed combination including plural second accounts selected from among the financial systems, based on the monitored data and at least one user input indication, where the proposed combination includes optimized account characteristics. The proposed combination including a portion of the optimized characteristics are displayed on the interactive web interface. Responsive to a confirmation from the user device, the user-defined first account is created that includes the plural second accounts. The server, responsive to detecting a change in the monitored data, automatically rebalances one or more among the second accounts in accordance with the detected change.

Abstract: Interactive graphical user interfaces (GUI) are provided. An interactive GUI is generated on a display of a user device, comprising one or more screens to display baseline portfolios and user adjustment tools for customizing variables of the baseline portfolios. The portfolios comprise a combination of data structures, with each data structure defined by a combination of components and/or parameters. The variables comprise a portfolio strategy and/or a customizable parameter. An adjustment indication is received from the user device via the interactive GUI via the user adjustment tools. A variable is adjusted responsive to the adjustment indication. The interactive GUI dynamically updates and displays the adjusting and an impact of the adjusting on at least one other variable as the adjusting occurs. A confirmation indication is received from the user device via the interactive GUI. A user-customized portfolio of data structures is created and issued responsive to the confirmation indication.

Abstract: Interactive graphical user interfaces (GUI) are provided. Baseline data structures are received from among entity systems via data feed interfaces. An interactive GUI is generated on a display of a user device, comprising one or more screens to display the baseline data structures and user adjustment tools for customizing characteristics of a displayed structure. An adjustment indication is received from the user device via the interactive GUI, via the user adjustment tools. A characteristic of the displayed structure is adjusted responsive to the adjustment indication. Responsive to adjusting the characteristic, another characteristic of the displayed structure is adjusted, thereby reflecting an impact of the adjusting on the other characteristic, which adjusting and impact are dynamically displayed as the adjusting occurs, via the interactive GUI. A confirmation indication is received from the user device via the interactive GUI.

Abstract: Interactive graphical user interfaces (GUI) are provided. Baseline data structures are received from among entity systems via data feed interfaces. An interactive GUI is generated on a display of a user device, comprising one or more screens to display the baseline data structures and user adjustment tools for customizing characteristics of a displayed structure. An adjustment indication is received from the user device via the interactive GUI, via the user adjustment tools. A characteristic of the displayed structure is adjusted responsive to the adjustment indication. Responsive to adjusting the characteristic, another characteristic of the displayed structure is adjusted, thereby reflecting an impact of the adjusting on the other characteristic, which adjusting and impact are dynamically displayed as the adjusting occurs, via the interactive GUI. A confirmation indication is received from the user device via the interactive GUI.

Abstract: Interactive graphical user interfaces (GUI) are provided. An interactive GUI is generated on a display of a user device, comprising one or more screens to display baseline portfolios and user adjustment tools for customizing variables of the baseline portfolios. The portfolios comprise a combination of data structures, with each data structure defined by a combination of components and/or parameters. The variables comprise a portfolio strategy and/or a customizable parameter. An adjustment indication is received from the user device via the interactive GUI via the user adjustment tools. A variable is adjusted responsive to the adjustment indication. The interactive GUI dynamically updates and displays the adjusting and an impact of the adjusting on at least one other variable as the adjusting occurs. A confirmation indication is received from the user device via the interactive GUI. A user-customized portfolio of data structures is created and issued responsive to the confirmation indication.

Abstract: Interactive graphical user interfaces (GUI) are provided. Baseline data structures are received from among entity systems via data feed interfaces. An interactive GUI is generated on a display of a user device, comprising one or more screens to display the baseline data structures and user adjustment tools for customizing characteristics of a displayed structure. An adjustment indication is received from the user device via the interactive GUI, via the user adjustment tools. A characteristic of the displayed structure is adjusted responsive to the adjustment indication. Responsive to adjusting the characteristic, another characteristic of the displayed structure is adjusted, thereby reflecting an impact of the adjusting on the other characteristic, which adjusting and impact are dynamically displayed as the adjusting occurs, via the interactive GUI. A confirmation indication is received from the user device via the interactive GUI.