AllocateRite

AllocateRite is the world's first AI driven wealth management platform.

Scale your business securely and with ease by using AI to navigate a comprehensive set of wealth & asset management tools, access over 450k securities and automate workflows.

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A complete tech stack for the modern advisor

Augment your technology with next generation tools and realtime analytics

Actionable Dashboards

Financial Planning

Portfolio Personalization

IPS Creation and Monitoring

Trading / OMS

Direct Indexing & Rebalancing

Tax Loss Harvesting & Tax Optimization

Platform Assets $1.51B

Accounts 944

Number of Trades 30.59K

MV of Trades $108.45M

Generate Insights with AI

Increase advisory efficiency and communicate better with clients

Get data driven insights, use intelligent search to find relevant information from securities and portfolios.

Newt, the financial AI assistant is powered with realtime data including 450k+ securities. Combined with your portfolio data, newt is a powerful tool to deliver insights and reporting.

Analyze portfolios instantly and communicate effective reports with your clients

Upload a portfolio and Newt will automatically generate a dynamic report with sector allocation and risk attribution within seconds that you can use to communicate with clients.

Generate realtime, actionable analytics to enhance performance reports

Conduct lighting fast calculations from a multi asset universe with the ability to cross reference portfolios and provide realtime results.

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newt

The AI Assistant for Wealth Management

newt

The AI Assistant for Wealth Management

Plan, manage and monitor at scale. Designed for advisors, portfolio managers and operations teams.

Financial Planning

A holistic approach to retirement and estate planning, performance reporting and more. Manage portfolios and clients with a comprehensive dashboard that can aggregate accounts, and display all relevant information at your fingertips. Create proposals, track leads and easily access CRM functionalities.

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Portfolio Management

Custom portfolios and indexing. Create your own strategies that track an index. Assign any strategies to household or by accounts in bulk. Ex ante and Ex post analytics. Optimize with advanced constraints (linear and non-linear). Rebalancing on thousands of accounts in bulk

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Back Office

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.

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Embrace the change

What RIA's have to say about AllocateRite

“The team at Allocaterite is on the front edge of innovation in the Wealth Management platform space. We appreciate their unique view on workflows and optimization and especially their focus on client support and rapid development of technology, including Al.

Allocaterite's application has given us a much faster, more holistic view of our book and their analytics and trading capabilities have significantly increased the scalability, efficiency and quality of our asset management business. They have quickly become one of our core applications for portfolio management.”

Neale Ellis

Co-CIO, Fidelis Capital

Join a growing group of forward looking advisors and integration partners:

Onboard Fast, Securely and Compliant

Go to market quickly saving time and money

Onboarding takes weeks

AllocateRite is a data science company capable of quickly sorting out you clients information and allocations to ingest into the platform.

Integration with APIs

AllocateRite is a natively built proprietary platform with modular API's that can be integrated into existing platforms. Please contact for further information about our API's at [email protected]

Secure & Scalable

The security of your data is secured by implementing state-of-the-art protection measures, such as role-based access control and encryption both when the data is at rest and when it is in transit. Our mobile and iPad apps also provide a secure and convenient way for family members to access their portfolios from their smartphones at any time.

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 [email protected]. 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 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.