Importance

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Abstract

An apparatus includes a processor, a network interface, a display device, and am memory. The memory stores instructions that, when executed by the processor, cause the processor to perform operations including, based on profile data received via the network interface, generating a portfolio data structure. The portfolio data structure identifies a plurality of asset classes and an allocation of funds between the asset classes, where a particular asset class of the plurality of asset classes includes a first product of a first product type and a second product of a second product type. The operations further include, based on the portfolio data structure, sending a message, via the network interface, to initiate a transaction at a device associated with a financial institution. The operations further include initiating display of a graphical user interface at the display device based on the portfolio data structure.

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First Claim