Solutions | AllocateRite

Full Technology Stack powered by AI

Best in class turn-key digital wealth management platform for advisors and their clients.

Your dashboard makes client management a breeze with all their data aggregated in one place. Combine advanced analytics and personalized reporting in a fully integrated intuitive platform. Making your financial advice more powerful. Our AI-powered, data driven solutions excel at portfolio optimization, risk analytics, tax management and goals planning, while also providing valuable CRM and enterprise management functionality. The future of wealth management is active management with great AI.

Wealth Management Life Cycle

Powerful AI/ML tools for financial advisors at every step of the cycle.

Assessment An easier way to understand clients financial needs and goals by gathering information and held-away accounts to assess the client's financial situation and risk tolerance. Use our fact finder to build your business intelligence.

Implementing the financial plan the wealth manager works with the client to implement the plan. This may involve opening investment accounts, selecting specific investments, and making changes to the client's current financial holdings. Tale advantage of automation and bulk trading with AR.

Planning based on the information gathered in the assessment stage, the wealth managers can create a customized financial plan for the client. Create strategies, optimize asset allocations, use risk score, tax aware scenarios.

Monitoring After the plan is implemented, the wealth manager will regularly monitor the client's portfolio with multiple dashboards to ensure that it is performing as expected, and make any necessary adjustments to keep the client on track toward their financial goals.

Assessment

Gather information to set financial goals & generate investment strategies.

Onboarding. Fact Finder. Risk Tolerance. Generate Proposals. Document Vault. This stage involves gathering information about the client's financial situation, including their assets, liabilities, income, expenses, risk tolerance, and investment objectives. This information is used to create a comprehensive financial plan that aligns with the client's goals.

Proposal Generation

Fact Finder

Document Vault

Planning

Stress test scenarios and build strategies with AI optimization.

Custom Portfolio. Strategies. Direct Indexing. Scenario Analysis. Tax Center. Based on the information gathered in the assessment stage, the wealth manager will create a customized financial plan for the client. This plan will include investment strategies, asset allocation, risk management, tax planning, retirement planning, and estate planning.

Scenario Analysis

Indexing

Implementation

Trade thousands of accounts in bulk. Rebalance Automatically.

Trade Center. Rebalancing. Advanced Optimizer. Line Optimizer. Once the financial plan is created, the wealth manager will work with the client to implement the plan. This may involve opening investment accounts, selecting specific investments, and making changes to the client's current financial holdings.

Trade Center

Strategy Optimizers

Monitoring

Make any necessary adjustments to keep the client on track toward their financial goals.

Household Dashboard. Reporting. Unusual Activity. Once the financial plan is created, the wealth manager will work with the client to implement the plan. This may involve opening investment accounts, selecting specific investments, and making changes to the client's current financial holdings.

Household Dashboard

Indexing

Reassesment

Adjust Risk Tolerance, Risk Reward and Set Impact Investing Preferences.

Risk Tolerance. Impact Investing. Goals. Retirement Map. Over time, the client's financial situation may change, as may their goals and risk tolerance. Therefore, the wealth manager will periodically reassess the client's financial plan to ensure that it remains aligned with their goals and objectives.

Adjust Financial Goals & Risk Tolerance

Risk Reward

Set roles and permissions

For Investment Advisors

Learn how AllocateRite helps you manage clients, onboard new users and customize portfolios.

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For Chief Investment Officers

See how other advisors are using AllocateRite to customize portfolios.

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For Operations Teams

Compare your needs and technology costs with AllocateRite offerings.

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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 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.