Firm assets
$3.02B+12.8% YTD
The AI-native platform for modern wealth firms
Institutional capability.
For every advisor. Every client.
One platform to deliver personalized portfolios, automate advisory operations and prove your value in every client conversation.
~18 hrsPotential capacity unlocked per advisor, weekly*
2–3xMore households per advisor*
100%Coverage — nothing goes unreviewed
*Illustrative estimates based on modeled workflow assumptions for a 15-advisor firm — roughly 15,000 hours of annual capacity, about 7.5 FTEs. Actual results vary with firm size, staffing, technology stack, workflows, account complexity and adoption.
$4.01B
Platform assets
5,310
Accounts managed
278.89K
Trades processed
$1.16B
Trade market value
$552.37M
Scenario trading
$223.68M
Direct indexing
$188.41M
Rebalancing
$196.77M
All other activity
Portfolio command centerGood morning, Dana
Newt priorities
18 actions
- 7 tax opportunities
- 6 drift corrections
- 5 client follow-ups
Portfolio health
94
Across 2,604 accounts
Autonomous reporting
1,248reports generated this month
Illustrative platform interface
One platform. Every advisory workflow.
Replace the fragmented technology stack.
Portfolio management, trading, planning, CRM, billing, reporting and compliance work from one data model and one governed workflow engine.
Build & manage
Personalized portfolios at scale.
Construct models, personalize accounts, rebalance households, manage taxes and trade across the entire book—without multiplying operational work.
Rebalance review184 accounts
Harrington Household12 tradesReady
Nakamura Family Trust8 tradesReady
Alvarez IRATax-awareReview
Direct indexing
Turn taxes into an active portfolio decision.
Custom indexes, tax-loss harvesting, gain budgets, restrictions and concentrated-position transitions—all optimized at the tax-lot level.
Harvesting opportunities47
Fixed income
Manage the whole portfolio.
Build ladders and strategies across more than 500,000 securities with yield, duration, convexity, call and scenario analytics.
UST 4.254.61%
NYC GO3.92%
Corp A5.18%
Model Center
Run your models. Or access expert strategies.
Onboard, construct, test and govern proprietary and third-party models. AllocateRite handles implementation, trading, rebalancing, tax and reporting.
Tax-Aware CoreActive
Income + GrowthActive
Custom 130/30Testing
AllocateRite Advisor
More time for clients. More capacity for growth.
Formerly AllocateLite. Now the complete advisor experience inside AllocateRite.
Proposals & fact sheets
Generate personalized proposals in seconds and professional fact sheets across hundreds of models and strategies.
Meeting intelligence
Prepare, capture, summarize and analyze every conversation. Surface insights, decisions and next steps automatically.
CRM, connected or native
Integrate Zoom, Google Meet and Microsoft Teams with Wealthbox or Salesforce—or use AllocateRite’s native AI-powered CRM.
Planning & service
Financial and estate planning, onboarding, client tasks, portfolio tasks, billing and reporting in one advisor workspace.
Newt
Newt by AllocateRite
AI that can operate. Governance that keeps people in control.
Newt prepares meetings, explains portfolios, recommends planning actions, monitors risk and moves work forward using approved data and firm-defined rules.
Deterministic outputs
Source citations
Human approvals
Complete audit history
600%+
AUM growth since adopting AllocateRite
RIA platform record
One operating layer for a multi-billion-dollar firm.
The firm consolidated onboarding, planning, portfolio analytics, trading, tax management, reporting and governance on AllocateRite—replacing the complexity of multiple legacy platforms.
“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.” Neale Ellis, Co-Chief Investment Officer, Fidelis Capital
OCIO services
Institutional investment capability. 15 bps.
Human-led portfolio management at scale, powered by AllocateRite.
Delivered by investment professionals with 75 years of combined financial-industry experience at major Wall Street firms—across portfolio management, quantitative analysis and algorithmic trading.
- Portfolio construction and systematic rebalancing
- Direct indexing and tax-aware management
- Quantitative analysis and algorithmic trading
- Thousands of autonomous reports with human oversight
Built for transition
Start with one workflow. Expand on one operating layer.
- 01Connect
Bring in custodial, CRM, market and document data.
- 02Configure
Set models, policies, permissions and workflows.
- 03Operate
Move accounts in stages while existing systems remain available.
- 04Consolidate
Retire platforms that no longer earn their complexity.
The new operating standard for wealth