Wells Fargo Bank, N.a.

Justin Morris Krieger

Zar John Toolan

Gaurav Bhagat

Sooyoung Moon Cho

Sae Lee

Jane Turpin

Tobias Harting

Shahyar Taheri

Systems, apparatuses, methods, and computer program products are disclosed for developing an optimized debt service strategy solution utilizing products across multiple product categories. An example method includes receiving, by communications hardware, a user dataset. The example method also includes processing, by surrogate modeling circuitry, the user dataset using a plurality of surrogate models. The example method also includes generating, by the surrogate modeling circuitry and based on the processing of the user dataset, a parameter estimation set. The example method also includes determining, by optimizer modeling circuitry and based on the user dataset and the parameter estimation set, at least one debt service strategy solution comprising at least one product of a first product category from a plurality of products associated with multiple product categories. The example method also includes causing presentation, by communications hardware, of the at least one debt service strategy solution.

Systems and methods for developing an optimized debt service strategy utilizing products across multiple categories

Various examples are directed to providing portfolio management tools. For example, a system may generate a portfolio management user interface comprising a first table and a first rebalancing button. The first table may comprise an asset class name column; a model portfolio column indicating asset class weights in a model portfolio; a test portfolio column indicating asset class weights in a test portfolio; a modification column indicating modifications to asset class weights; a modified portfolio column indicating asset class weights in a modified portfolio; and a plurality of rows comprising a first row for a first asset class of the asset classes and a second row for a second asset class of the asset classes. The system may receive an indication that the user selected the rebalancing button and generate a first set of modifications to asset class weights to reduce a difference between the test portfolio and the model portfolio.

Computerized portfolio management tool

Growing community of inventors

Saint Louis, MO, United States of America

Justin Morris Krieger