Bank of America Corporation
Computing architecture for managed-account transactions

Abstract:

An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may identify, in its memory, account objects comprising sleeve objects for an investment strategy and may identify a portion of the account objects meeting one or more criteria of a performance composite for the investment strategy. The computing system may determine the performance composite for the investment strategy based on data stored in a portion of the sleeve objects stored in the portion of the account objects, may generate a report indicating the performance composite, and may communicate the report to one or more computing devices associated with the account objects.