Peer based doctrine performance framework

摘要

A securities transaction performance framework for developing an evaluation system directed toward the securities industry. The framework comprises a compilation of Broker demographics, a compilation of Broker performance data, a compilation of Client Portfolio information, and a compilation of periodic Transaction data including volume of Transactions, commission charged, and associated Broker information. The data compilations interface with a Broker Master to correlate a Broker to a statistical database as requested by the user. The Broker Master correlates financial statistics from Transaction data to Broker demographics and performance data so as to provide a performance evaluation system. Transaction data is stored in a secure environment and is able to provide historical analysis upon request of the end user.