A computer based system for generating an investment advice report. The system comprises a processor unit and a computer readable medium. The computer readable medium stores instructions executable by the processor unit. The instructions are executable to receive input comprising information associated with identification of an investment broker, one or more fund families and/or investment sectors associated with the investment broker, and a risk level. The instructions are also executable to identify a plurality of securities associated with the investment broker and the one or more fund families and/or investment sectors. The instructions are executable to receive a first market research information associated with the identified securities and to process the risk level in combination with the first market research information. The instructions are executable to generate a first investment advice report indicating apportioning of the sum of the money among the identified securities.
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