Computerized method and system for secure communication, and method and system for matching customers with options for investment

A system for the preparation of a report based on customer-specific data related to investments made by a plurality of customers, the system comprising:

• a portal server arranged to receive an instruction over the internet to prepare a report;
• and
• a controller server for storing the customer-specific data, the controller server being arranged at intervals to establish a temporary communication channel with the portal server over the internet;
• wherein, the controller server is arranged, upon the portal server having received an instruction to prepare a report, and the controller server having established a temporary communication channel with the portal server, to generate the report from the customer-specific data and transmit the report to the portal server through the temporary communication channel, wherein the portal server is arranged to transmit the generated report to the customer over the internet;
• and
• wherein the controller server at intervals transmits over the internet a heartbeat message to an interface of the portal server, the heartbeat message containing data indicative of the customer and data indicative of a temporary IP address of the controller server, whereby the temporary communication channel can be established based on the temporary IP address.

A system for identifying optimised investment options for a plurality of customers, the system comprising:

• an investment database configured to store investments for a plurality of asset classes;
• a customer-specific database configured to store investments owned by a customer for a plurality of asset classes, and configured to update the value of the customer's investments in one or more of the plurality of asset classes;
• an investment preference profile database configured to store an investment preference profile for the customer including a desired allocation between a plurality of asset classes;
• a processor configured to automatically select investments for the customer, depending on the asset class of each investment, the customer's investment preference profile and the updated value of the customer's investments;
• a display configured to provide the selected investments to the customer.

A system for the preparation of a report based on customer-specific data related to investments made by a plurality of customers,

• the system comprising a portal server being arranged to receive:
• (i) an instruction over the internet to prepare a report;
• and
• (ii) to receive at intervals heartbeat messages from respective controller servers associated with the customers, each heartbeat message containing data indicative of the associated customer and data indicative of a temporary IP address of the controller server, whereby the temporary communication channel can be established based on the temporary IP address;
• wherein, each controller server is arranged, upon the portal server having received an instruction to prepare a report in respect of the associated customer and a heartbeat message from the controller server, to generate the report from the customer-specific data and transmit the report to the portal server through the temporary communication channel, wherein the portal server is arranged to transmit the generated report to the customer over the internet.

A method performed by a computer system for the preparation of a report based on customer-specific data related to investments made by a plurality of customers, the system comprising:

• a portal server arranged to receive an instruction over the internet to prepare a report;
• and
• a controller server for storing said customer-specific data;
• the method comprising:
• the controller server at intervals establishing a temporary communication channel with the portal server over the internet by transmitting over the internet a heartbeat message to an interface of the portal server, the heartbeat message containing data indicative of a customer and data indicative of a temporary IP address of the controller server, whereby the temporary communication channel can be established based on the temporary IP address;
• and
• upon the portal server having received an instruction to prepare a report, and the controller server subsequently establishing the temporary communication channel with the portal server, the controller server generating the report from the customer-specific data, and transmitting the report to the portal server through the temporary communication channel, the portal server transmitting the generated report to the customer over the internet.

A method performed by a system for identifying optimised investment options for a plurality of customers, the method comprising:

• storing investments for a plurality of asset classes in an investment database;
• storing investments owned by a customer for a plurality of asset classes in a customer-specific database and updating the value of the customer's investments in one or more of the plurality of asset classes;
• storing an investment preference profile for the customer including a desired allocation between a plurality of asset classes in an investment preference profile database;
• automatically selecting investments for the customer, depending on the asset class of each investment, the customer's investment preference profile and the updated value of the customer's investments;
• providing the selected investments to the customer.