Abstract: A computer system for processing data related to investment management includes a data storage device storing data including an account value; a plurality of investments and, for each of the investments, one of a plurality of categories associated with the investments and a value of the investments; and a server. The server is configured to access the stored data; determine a proportion of the value of the investments in the at least one of the plurality of categories to the account value; compare the determined proportion to at least one of an upper threshold proportion and a lower threshold proportion; and responsive to determining that the determined proportion is in breach of either the upper threshold proportion or the lower threshold proportion, provide output data to a fund manager computer system with instructions to reallocate value so as to provide the proportion at a predetermined value.