AllocateRite is a digital financial technology driven by AI to help manage wealth more effectively. AllocateRite has been training proprietary algorithms with machine learning on forecasting asset risk since 2016. And, it’s a natively built, cloud-based, secure, all-in-one, one-of-a-kind wealth management platform is embedded with an AI agent called Newt which helps automate workflows and reveal relevant insights into securities and portfolios. We’ve made it our goal to broaden your reach with the most robust solution for asset managers and advisors, powered by AI. From streamlined onboarding and proposal generation to a powerful rebalancing engine and tax-optimized models and strategies, direct indexing and tax loss harvesting, AllocateRite's Turnkey Asset Management Platform (TAMP) harnesses the power of AI to deliver the most advanced financial services at scale. Sign up for a demo: www.allocaterite.com/request_demo
AllocateRite的外部链接
AllocateRite is the world's first AI-driven wealth management platform. Our powerful all-in-one solution allows you to confidently navigate the entire wealth management cycle for prospective and existing clients, with automated rebalancing, CRM workflows, and an AI assistant that can generate reports, filter information and set up trades. Discover the modern financial advisor, operations, and custom portfolio tools in one intelligent dashboard.
100 Wall Street
Suite 901
US，New York，New York，10005
We are thrilled to welcome Jon Beyman as an advisor to AllocateRite.?Jon brings a wealth of institutional experience and knowledge to help drive commercialization for AllocateRite.
AllocateRite Appoints Jon Beyman to Advisory Board - https://lnkd.in/gGUa3pAh Follow #citybiz on LinkedIn - https://lnkd.in/eBgXKiz8 Jon Beyman, AllocateRite, Investall #finanicalservices #advisoryboard
Thrilled to be included in the latest AI Wealth Tech Map by industry expert John O'Connell, MBA at Oasis Group featuring AllocateRite as the prominent AI for Investment Management.
The latest edition of The Oasis Group's AI WealthTech Map is out now! We'll be updating this resource monthly so that #financialadvisors and #wealthmanagement firms can find leading #artificialintelligence solutions and #AI focused firms serving the wealth management industry. This month, we have a handful of new additions to the map, including Saturn AI, Alpineyards Technologies, AllocateRite, Helix by HL, ALLINDEX - AI for Investing, Magnifi by TIFIN, TIFIN AG, TIFIN Wealth, TIFIN Give, and TIFIN @Work. Find the updated interactive version of the map here: https://lnkd.in/gtqXxw7G
Still feeling the buzz from Wealth Management EDGE where Abbas Shah, Tigran Tovmasyan, Ron Keusch and Scott J. Clark showcased innovative use cases for large and small RIA's looking to integrate AI into their wealth management practice to address their biggest pain points. #wealthmanagement #assetmanagement #aiagent #financialadvisor #RIA
Amazing reception at Wealth Management EDGE conference for AllocateRite’s wealth management platforms & embedded AI agent for finance called “newt”.
At the recent Wealth Management EDGE conference, AllocateRite's founder and CIO Abbas Shah had the honor of showcasing our groundbreaking embedded AI assistant, "newt," to wealthech authority Joel Bruckenstein. The feedback we received was overwhelmingly positive, reinforcing the transformational potential of this cutting-edge technology. The next wave of wealth tech innovation is upon us, and AllocateRite was proud to demonstrate newt's capabilities to hundreds of forward-thinking RIAs. This AI-driven agent seamlessly integrates into our wealth management platform, with a compliant and secure architecture to empowering advisors with: Intelligent Insights: Newt harnesses the power of artificial intelligence to analyze vast amounts of disparate data, providing advisors with real-time, actionable insights that drive better decision-making and portfolio management. Streamlined Workflows: By automating routine tasks and processes, newt frees up advisors' time, allowing them to focus on delivering exceptional client service and growing their businesses. Enhanced Client Experiences: With newt's natural language processing capabilities, advisors can engage in intuitive, conversational interactions, engaging with clients via meetings, IPS creation and monitoring, fostering deeper connections with clients and delivering personalized advice through the embedded CRM. We are thrilled by the industry's enthusiasm for newt and the transformative potential it holds for the future of wealth management. Stay tuned as we continue to push the boundaries of what's possible with embedded AI.
Client satisfaction is paramount for RIAs looking to retain high net worth individuals. According to Financial Advisor Magazine, 72% of clients cite the failure to communicate on a timely basis as a top reason for switching advisors. With AllocateRite's AI-driven platform, you can bridge this gap effortlessly. Our integrated AI assistant empowers you to accomplish more in less time, freeing up valuable hours to dedicate to meaningful client interactions and relationship-building. Elevate your service standards and keep your clients engaged with AllocateRite. #AllocateRite #FinancialAdvisory #AI #WealthManagement #RIA
AllocateRite转发了
?? We're delighted to announce that Newt (AllocateRite) will be joining us as an exhibitor at RIA Connect New York! Swing by their booth to explore the latest innovations and solutions we offer for the financial industry. Don't miss this opportunity to connect with our team, discover our products, and explore potential partnerships. Register here: https://hubs.la/Q02r8Y8Q0 #RIAConnectNY #InvestmentNews #Finance #Advisors
Join us at RIA Connect NY on April 16th. AllocateRite will be hosting a ThinkTank on AI to help explore the possibilities of implementing AI for workflows in Wealth Management. We will also be providing live demonstrations for "newt," AllocateRite's AI assistant which is a game changer for RIAs looking to save time and add value to clients. #RIAConnectNY #WealthManagement #AssetManagement #asknewt #allocaterite
When asked about the durations of fixed income, popular AIs can't proceed with real-time calculations. Newt is able to provide the correct answer. Read more in the article below. #wealthmanagement?#assetmanagement?#AIassitant?#financialservices?#fixedincome
I'm sure you're all experienced with AI by now, but have you used it for finance? When asked about the price of a fixed income, popular AIs provide the wrong formula or inaccurate prices. Build trust using Newt, AI/AGI-trained on financial domain and data. #wealthmanagement?#assetmanagement?#AIassitant?#financialservices #fixedincome