Abstract: A computer-based system to facilitate providing advisory services to clients, comprising a networked server computer having a data accumulation engine that accepts user information, client information of clients of the users, and a plurality of user-defined tags. The data accumulation engine is operable to accumulate data regarding actions of the user and information associated with the user's clients in accordance with the clients' respective associated tags. The server also has a filtering engine that filters the data responsive to user requests; and a service engine for use in providing services targeted to clients based on the filtered data.