A portfolio management system includes a method that uses multi-dimensional analysis to create a user group based on whatever characteristics the manager desires that would be the subject of a messaging campaign and that tracks user actions as a result of the messaging campaign. The method includes creating a user data set through multi-dimension analysis to define a user target base. Based on the data set, a messaging campaign is developed and one or various communication channels are selected to run the messaging campaign. A message campaign runs to target the user data set. Information is tracked from user actions after running the message campaign. Analysis of the tracked information can be generated into a report and can be used to create additional user data and messaging campaigns.