Wells Fargo Bank, N.a.

Zar John Toolan

Justin Morris Krieger

Sooyoung Moon Cho

Gaurav Bhagat

Sae Lee

John C Brenner

James Dalton Cahill

Melissa Leisse

Darrell Todd Slawson

Miguel A Ruiz

Richard Randolph Crowder

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

A computer-implemented method may include retrieving, using at least one processor, a goal associated with a user from a user profile; generating, using the at least one processor, based in part on contextual information associated with the user, a plurality of metrics for the goal; based on the plurality of metrics and using the at least one processor, generating an action recommendation with respect to completion of the goal; and presenting the action recommendation to a user device of the user.

Dynamic electronic notifications based on contextual data

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St. Louis, MO, United States of America

Zar John Toolan