A Complete Wealth Management Suite Powered by AI
Get a comprehensive view of your clients' 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.
AI Assistant
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.
Screen Stocks
Create Reports
Schedule meetings
Tax Loss Harvesting
Screen Stocks
Create Reports
Schedule meetings
Tax Loss Harvesting
Advisor Tools
Automate Workflows for Financial Advisors
Manage Portfolios
Get a comprehensive view of your clients' 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.
Client Management
Spend less time navigating accounts, with AllocateRite your clients are consolidated into households or groups. Aggregate custodial, held and held away accounts and find what you are looking for with help of intuitive user experience.
Proposal Generation
Generate and send compelling, and easy to understand investment proposals to your clients. Illustrate scenarios and include the information that's important for each recommendation: Strategy Information with Fact Sheet, Before and After Scenarios and Risk/Return forecasted by our powerful machine learning algorithm
IPS Creation Tool
Create personalized Investment Policy Statements for clients with given specified investment guidelines. The IPS (Investment Policy Statement) creation tool also allows the FAs to create custom risk models and IPS for different accounts or portfolio groups (group of accounts).
Fact Finder
Customize your onboarding form for each type of client, allowing them to fill out details saving you valuable time. Use fact finder to easily register them on the system.
Branded Reports
Use intelligent data to generate report packages exactly how you want them, with countless charts, tables, and data point combinations at account level, household and including held away accounts.
Customize reports at any level with flexible access to data, performance reporting with industry recommended accounting standards.
CIO Tools
Custom Portfolios & Indexing
Create strategies, indexes and sleeves by import existing strategies or use our screener for manual construction. Test & 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 household or by accounts in bulk.
AllocateRite Tax API’s are ubiquitous on the platform. Easily track the largest unrealized tax loss positions using our improved AI algorithm to find best substitutes for tax loss harvesting.
When using scenario analysis, portfolio optimization or strategy optimization AllocateRite taw aware liquidation uses tax lot information to provide dynamic results.
Drill down by asset type and sector to create scenarios for client portfolios with dynamic inputs to modify the quantity, percentage and aggregate household allocations using our tax aware algorithms. Analyze the results with a clear before and after summary page and table views.
Track any existing or custom created index. Using tax aware optimization to generate results with asset type and equity level constraints. Create 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 and digital asset allocations and additional security level constraints to get optimal results with a click of a button.
Rebalance on demand for select accounts with AR’s proprietary automatic rebalancing for either model or drift. Scalable across multiple strategies and custodians for thousands of accounts.
Request Demo
Create strategies, indexes and sleeves by import existing strategies or use our screener for manual construction. Test & 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 household or by accounts in bulk.
The AllocateRite US Domestic Composite is managed to a fully automated long-only dynamic asset allocation investment model utilizing highly liquid exchange traded funds ("ETFs"). The ETFs include broad sector-based U.S. equity funds, U.S. government bond index funds and 1-3 month U.S. Treasury Bill Index funds. The goal of the strategy is to provide capital preservation, long-term capital appreciation and income.
Download FactsheetOperations Tools
Monitoring, Alerts & Reports
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. Generate platform reports with ease.
Clear Invoicing with Billing & Fees
With AllocateRite’s dynamic billing system, set up all major methodologies such as tiered, fixed range or custom fee. Apply discounts at the household level, and easily manage custom fees as required.
Easily generate and review bills across all accounts and eliminate any guesswork or errors with automated invoice generation.
Built in CRM and Third Party Integration
AllocateRite's natively build CRM feature allows you to schedule meetings, take notes, send documents and communicate with your clients from one place. Integrate with Salesforce using APIs to get additional features.
Dedicated Support Team
We’re in this with you. When you need training or adding extra features, we’re a call away.
Analytics & Forecasts
AllocateRite data center provides multiple time frame forecasts for equities, bonds, financials, real estate and digital assets.
Use intelligence to drive better decision making by creating proposals with advanced analytics.
Risk Score
Use Allocate Rite Risk Score to communicate the risk associated with each account, household or strategy during optimizations.
Our proprietary risk score uses ex-ante and ex-post data to come up with a corresponding number which emphasizes an outlook on the future performance of clients portfolios.
AllocateRite features
Actionable Dashboards
With Allocaterite Risk, the RIA has an all-in-one, integrated solution that provides actionable insight into the whole portfolio. Allocaterite focuses on bringing the data together, enabling the RIAs to more efficiently analyze, oversee, and manage the total portfolio, and to put in place a comprehensive risk management framework across asset classes and managers.
Main Dashboard
AUM Report
Revenue Report
Cash Report
Household Dashboard
Position Cross-Reference
Portfolio Summary
Scenario Analysis
IPS Monitor
Tax Loss Harvesting
Restricted Securities
Data Dashboard
Data Forecasts (ex ante & ex post)
Line Optimizer
Performance Optimizer
The case for a whole portfolio view
RIAs use multiple vendors and manual processes to maintain oversight of their portfolios including risk and performance analysis.
Everyday tasks and analyses as well as more structured, periodic client reporting requirements frequently rely on third parties and substantial internal efforts for aggregation of appropriate data to derive actionable insights to portfolio exposures, risk, stress testing and scenarios.
With Allocaterite Risk, the RIA has an all-in-one, integrated solution that provides actionable insight into the whole portfolio. Allocaterite focuses on bringing the data together, enabling the RIAs to more efficiently analyze, oversee, and manage the total portfolio, and to put in place a comprehensive risk management framework across asset classes and managers. In turn, this provides the RIA with the ability to autonomously understand portfolio exposures and risk, performance, asset allocation, stress tests and scenarios in a timely manner, leading to more efficient service.
Allocaterite's risk models are fully integrated across all asset classes allowing for a holistic view of the organization from the top down and the bottom up. These models include market driven scenarios and provide:
Allocaterite's technology serves as the backbone of an asset manager's investment process across public and private assets—with an open architecture that gives clients and ecosystem partners the ability to “plug in”—for flexibility, optionality, and interoperability.
The Alllocaterite platform empowers sophisticated investment managers and RIAs to make more informed investment decisions, see through risk, capture market opportunities, and tap into scalable growth—for your stakeholders, as well as the end investor.
Take advantage of organic and inorganic growth opportunities, expand into new asset classes, and unlock your data—all while transforming a complex, multi-vendor environment into a deeply connected and scalable ecosystem.
Disclaimer: Any information you receive from AllocateRite is believed to be accurate. Nevertheless, neither AllocateRite nor its agents are liable for any deficiencies in the accuracy, completeness, availability or timeliness of such information. The information provided on this website does not necessarily reflect the most up to date or current information available on the product or service. The information contained herein is provided without any warranty of any kind. All the information above cannot be transmitted without AllocateRite consent. All the above materials are for informational purposes only. AllocateRite is registered with the Securities and Exchange Commission (“SEC”).
AllocateRite claims compliance with the Global Investment Performance Standards (GIPS®).
AllocateRite first claimed compliance with the Global Investment Performance Standards (GIPS®) standards on 3/24/2017, for the periods 01/06/2016 through current.
AllocateRite reviews a total firm AUM report broken out by account on a monthly basis to ensure that only actual assets managed by the firm are included. All accounts deemed to be advisory only, hypothetical, or model in nature are excluded from total firm AUM. AllocateRite currently reviews only firm AUM on a monthly basis. Composite AUM, is checked to eliminate any double counting of assets.
A GIPS report and/or the firm’s list of composite descriptions can be obtained upon request at info@allocaterite.com. GIPS® is a registered trademark of the CFA institute. The CFA institute does not endorse or promote this organization nor does it warrant the accuracy or quality of the content contained herein.
Actual composite performance includes dividends and dividends reinvested.
Actual Performance figures are reported in US $.
The indices/funds used by AllocateRite LLC have not been selected to represent an appropriate benchmark to compare an investor’s performance, but rather are disclosed to allow for comparison of the investor’s performance to that of certain well known and widely recognized indices/funds. Indices are typically not available for direct investment, are unmanaged and do not incur fees or expenses. Past performance is not indicative of future performance.
Any information you receive from AllocateRite is believed to be accurate. Nevertheless, neither AllocateRite nor its agents are liable for any deficiencies in the accuracy, completeness, availability or timeliness of such information. The information provided on this document does not necessarily reflect the most up to date or current information available on the product or service. The information contained herein is provided without any warranty of any kind. All the information above cannot be transmitted without AllocateRite’s consent. All the above materials are for information purposes only.
Any performance shown in USD for the relevant time periods is based upon composite results of the AllocateRite U S Domestic portfolios. Portfolio performance is the result of the application of the AllocateRite LLC’s investment process. The composite incorporates the relevant accounts managed by AllocateRite LLC.
Portfolio performance is shown net of the advisory fees of 0.50%, the highest fee charged by AllocateRite LLC and trading costs charged by their Custodians. Performance does not reflect the deduction of other fees or expenses, including but not limited to brokerage fees, custodial fees and fees and expenses charged by other investment companies. Performance results shown include the reinvestment of dividends and interest on cash balances where applicable. The data used to calculate the portfolio performance was obtained from sources deemed reliable and then organized and presented by AllocateRite, LLC.
The S&P 500 Index measures the performance of the 500 leading economies in leading industries of the U.S. economy, capturing 75% of all U.S. equities. The SPX/Barclays Index is a blend composed of 60% Standard & Poor’s 500 Index (S&P) and 40% Bloomberg Barclays U.S. Aggregate Bond Index (BC Agg) and assumes monthly rebalancing. The S&P is regarded as the standard for measuring large-cap U.S. stock market performance. The BC Agg is an unmanaged index that is widely regarded as a standard for measuring U.S. investment grade bond market performance.
Actual performance of client portfolios may differ materially due to the timing related to additional client deposits or withdrawals and the actual deployment and investment of a client portfolio, the reinvestment of dividends, the length of time various positions are held, the client’s objectives and restrictions, and fees and expenses incurred by any specific individual portfolio.
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