The AI Operating System for Wealth Management. Built for Accuracy.
AllocateRite is an AI-enabled and AI-operated wealth management operating system that streamlines complex advisory workflows through single-query AI loops, dynamic custom reporting, portfolio management, and OCIO services — built for accuracy, scalability, and speed.
A complete tech stack for the modern advisor.
Augment your advisory business with next-generation tools, real-time analytics, dynamic custom reporting, and AI-operated workflow automation across planning, portfolio management, trading, reporting, onboarding, and compliance.
Actionable Dashboards
Aggregate data from disparate sources and manage portfolios in real time with institutional-grade analytics, client-level insights, and AI-generated reporting.
Portfolio Personalization
Create client-specific portfolios aligned to goals, risk profiles, IPS requirements, tax constraints, and benchmarks.
Trading / OMS
Streamline execution with model trading, rebalancing, block trades, order history, and compliance-aware workflows.
IPS Creation & Monitoring
Build, monitor, and manage portfolios against each client’s investment policy statement and suitability profile.
Direct Indexing
Deliver customized index exposure with tax-aware implementation, benchmark tracking, and continuous optimization.
Dynamic Reporting
Create custom reports, client letters, portfolio reviews, performance commentary, and risk summaries with AI-operated workflows and advisor-ready outputs.
Onboard complex firms in weeks — not 9 to 18 months.
AllocateRite is built to quickly onboard multi-billion-dollar RIAs, wealth managers, and asset managers across multiple custodians, asset classes, models, accounts, and reporting requirements.
Single-Query Workflows
Replace elaborate manual processes with AI-operated loops that move from data intake to insight, action, execution, and reporting.
Multi-Custodian Scale
Normalize and unify data across custodians, accounts, households, models, asset classes, and reporting systems.
Accuracy at Scale
Designed for deterministic analytics, compliance-aware operations, repeatable workflows, and institutional-quality outputs.
OCIO services for RIAs that want scale without complexity.
AllocateRite can serve as an AI-enabled and AI-operated OCIO partner, helping advisors manage models, SMAs, multi-asset portfolios, tax-aware indexing, reporting, and execution with greater speed, consistency, accuracy, and control.
Model Selection
Find models that are compliant, benchmark-aware, and aligned with each client’s profile, risk tolerance, and IPS.
Portfolio Management
Manage custom portfolios, SMAs, model strategies, multi-asset portfolios, and client-specific allocations with institutional discipline and AI-enabled oversight.
Rebalancing
Continuously monitor drift, IPS alignment, tax constraints, cash needs, and benchmark exposure — then rebalance intelligently across accounts and households.
Indexing
Deliver direct indexing and benchmark-aware customization with tax-aware implementation, tracking-error control, and ongoing portfolio optimization.
Advisor Leverage
Give advisors CIO-level infrastructure without adding operational burden, manual workflows, or expensive legacy systems.
AllocateRite serves as your OCIO.
Outsource investment oversight, portfolio construction, and execution to an AI-operated OCIO built for RIAs, family offices, and wealth managers.
Full Portfolio Oversight
End-to-end management across models, SMAs, direct indexing, and multi-asset portfolios aligned to IPS, benchmarks, and client objectives.
Tax-Aware CIO Layer
Continuous optimization through tax loss harvesting, tax-aware rebalancing, and 130/30 overlay strategies to unlock tax alpha.
Execution & Compliance
Institutional-grade OMS, rebalancing, and compliance workflows ensuring portfolios stay aligned, audited, and efficiently executed.
Turn dormant, tax-locked portfolios into tax-alpha engines.
Low-basis portfolios with large unrealized gains do not have to remain frozen. AllocateRite makes them optimizable through tax-aware indexing, ongoing TLH, and 130/30 overlay strategies.
Tax-Aware Indexing
Build customized benchmark exposure while managing embedded gains, tracking error, tax budgets, and client-specific restrictions.
Identify unrealized gains, losses, concentration, factor risk, and benchmark drift.
Select tax-aware trades that improve alignment while minimizing unnecessary realization.
Implement through OMS, rebalancing, TLH, and compliance-aware workflows.
130/30 Tax Alpha Strategy
For portfolios trapped by large tax gains and low average cost, AllocateRite can use long/short overlay strategies to preserve exposure, create new tax lots, generate harvestable losses, and improve after-tax flexibility.
AI-operated CRM and Meeting Center.
AllocateRite unifies advisor workflows with an AI-enabled CRM, fully integrated calendaring, meeting intelligence, automated follow-ups, tasks, alerts, and client review tracking.
AI CRM
Manage clients, households, leads, opportunities, tasks, review status, alerts, and next-best actions from one intelligent workspace.
Integrated Calendaring
Connect Gmail and Outlook calendars to schedule meetings, manage advisor availability, sync client events, and keep workflows moving.
Meeting Integrations
Integrate with Zoom, Microsoft Teams, and Google Meet to capture meetings, generate summaries, and surface insights automatically.
Meeting Intelligence
Generate meeting summaries, key insights, action items, tasks, risks, opportunities, and client-ready next steps in seconds.
Automated Follow-Ups
Create follow-up emails, reminders, client updates, and advisor notes automatically after every client conversation.
Meeting Prep
Prepare for every client review with portfolio status, performance notes, open tasks, alerts, IPS updates, and recommended talking points.
Generate insights with Newt AI.
Newt is the AI assistant for wealth management, combining real-time market data, portfolio data, and deterministic financial intelligence to support research, reporting, and client communication.
Portfolio Reports
Upload portfolios and generate client-ready reports with sector allocation, risk attribution, holdings analysis, and portfolio commentary.
Real-Time Analytics
Run fast calculations across multi-asset portfolios and cross-reference securities, benchmarks, and client accounts.
Advisor Communication
Convert complex portfolio data into clear insights, talking points, action items, and client-facing updates.
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 AI.
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:
Run your advisory business on intelligence.
One platform. One OCIO partner. One AI-operated source of truth for portfolio management, tax-aware indexing, TLH, 130/30 overlays, execution, IPS monitoring, dynamic reporting, onboarding, and client insight.
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