Better outcomes.
Itemized.
AllocateRite’s AI reviews every household, every day — surfacing the tax savings, risk corrections, and conversations that move client outcomes forward. Advisors approve. Nothing is missed.
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.
Four things AllocateRite does for your book — every day.
Real-time analytics, dynamic reporting, and AI-operated workflows across planning, portfolio management, trading, and compliance.
Tax-aware indexing, alpha & tax-loss harvesting
Ongoing tax-loss harvesting, direct indexing, and 130/30 overlays run continuously against embedded gains, tracking error, and client-specific restrictions — capturing losses to offset gains and turning tax-locked portfolios into optimizable ones.
Capacity through automation
Single-query AI loops move from data intake to insight, action, execution, and reporting — replacing elaborate manual processes so time goes to clients.
Risk oversight at scale
Every account is measured against its investment policy statement — drift, restrictions, concentration, and cash levels surfaced continuously across accounts and households.
Stronger client relationships
Custom reports, client letters, portfolio reviews, and performance commentary are generated with advisor-ready outputs — a reason to reach out, and the notes to make it worth having.
Ask what matters.
Get the ledger.
Newt combines real-time market data, portfolio data, and deterministic financial intelligence. Ask a plain question and get back exactly which households need you, and why — itemized, in order of consequence.
- Loss harvest ready — offset available
- Review not on calendar this quarter
- Cash balance over target
- Equity drift exceeds IPS band
- Dividend-transition opportunity available
- ESG restriction updated by trustee
A proposal built around the lead — not a template.
Enter what you know about a prospect and AllocateRite constructs a portfolio matched to their goals, time horizon, and restrictions, with the reasoning attached — ready to review before the first meeting.
Lead profile Illustrative
Proposed allocation AI-constructed · illustrative
Scheduling, prep, and outreach run themselves. You keep the pen.
Meetings get booked, prep packets get built, and client notes get drafted without a request. Every send has an owner — AllocateRite, on a rule you set, or you, with one click.
This week's task ledger Illustrative
Set the autonomy, task by task Illustrative
Your AI portfolio intelligence engine.
AllocateRite continuously reconciles portfolio state across every household you manage.
Coverage figures illustrative
Outcomes, in advisors' words.
“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.”
Advisors and integration partners we work with.
Run your advisory business on intelligence.
One platform. One OCIO partner. One AI-operated source of truth for portfolio management, tax-aware indexing, execution, IPS monitoring, and dynamic reporting.