About
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.
This product is intended for
- Wealth Manager
- Wealth Management Advisor
- Asset Manager
- Registered Investment Advisor
- Investment Manager
- Investment Specialist
- Asset Management Specialist
- Financial Advisor
- Chief Investment Officer
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AI Assistant Newt
Newt, your integrated personal assistant can help you find any information across all your accounts, and even automate several tasks such as creating proposals, reports, and trades.
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Personalized Custom Strategies
Create strategies, indexes, and sleeves by importing existing strategies or using our screener for manual construction. Test & and analyze with an exhaustive list of analytics ex-ante and ex-post. Assign and execute for individual or group of clients. Also, take advantage of AllocateRite's strategies. Assign any strategies to households or by accounts in bulk.
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Optimizer & Indexing
Track any existing or custom-created index. Using tax-aware optimization to generate results with asset type and equity level constraints. Create a custom buy universe and set dynamic range constraints such as tracking error, asset type, sector, and volatility. Set asset class constraints such as cash, equity, fixed income, digital asset allocations, and additional security level constraints to get optimal results with a click of a button.
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Data & Forecasting
Get a comprehensive view of your client's wealth by consolidating all of their financial accounts into a single, easy-to-use platform. Support for a wide range of asset classes, currencies, and entities, the software provides real-time updates and visibility into your clients' portfolios, allowing you to easily identify opportunities to provide data-driven financial plans and holistic advice.
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Actionable Dashboards
RIAs have an all-in-one, integrated solution that provides actionable insight into the whole portfolio. We focus on bringing the data together, enabling the RIAs to analyze, oversee, and manage the total portfolio, and to put in place a comprehensive risk management framework across asset classes and managers. AllocateRite's operations dashboard monitors, identifies and alerts any errors and omissions to ensure accuracy and timely resolution of data regardless of the scale or source of accounts.