The building blocks to a better client experience.
Tailored Portfolio Construction
Use our models or choose the fund families or specific ETFs that best align with your business model. Our platform will automatically backtest your selections to ensure compatibility with the AllocateRite strategy.
Automated Trade Rebalancing
You designate total investment funds within each account, and our allocation engine optimizes trade orders to best facilitate your business requirements.
Comprehensive Portfolio Reporting
Get the information you need when you need it. Our portfolio reporting platform gives you insight into trade performance, best execution, returns versus benchmarks, risk metrics, and risk adjusted returns.
Integrated Blockchain Technology
AllocateRite has integrated newly built blockchain technology into its asset management platform. This blockchain technology will provide immutability and data integrity of its allocation signals and other AR generated data content, through distributed architecture and cryptographic algorithms.
Informative Resource Center
Build understanding and engagement with our monthly market commentaries, composite tear-sheets, white papers, and presentations.