AllocateRite
Platform

Every advisory workflow on one platform

AllocateRite brings portfolio management, trading, planning, CRM, billing, reporting and compliance onto one data model and one governed workflow engine.

Portfolio management and Model Center

Construct models, personalize accounts and manage households across the whole book. Onboard, construct, test and govern proprietary and third-party models, while AllocateRite handles implementation, trading, rebalancing, tax and reporting.

Trading and rebalancing

Rebalance households and trade across the book from one place, with block trading, allocation and an approval workflow. Schwab connects directly, and other custodians connect through SunGard/FIS.

Direct indexing and tax management

Custom indexes, tax-loss harvesting, gain budgets, restrictions and concentrated-position transitions, all optimized at the tax-lot level.

Fixed income

Build ladders and strategies across more than 500,000 securities with yield, duration, convexity, call and scenario analytics.

Investment policy statements

Build an IPS for each household, keep every version, and collect signatures through DocuSign. Each account is monitored against its IPS for drift, restrictions and cash levels.

Proposals and fact sheets

Generate personalized proposals in seconds, and fact sheets across hundreds of models and strategies.

Planning and client service

Financial and estate planning, onboarding, client tasks and portfolio tasks in one advisor workspace.

CRM and meeting intelligence

Use the native AI-powered CRM, or connect Wealthbox or Salesforce. Zoom, Google Meet and Microsoft Teams integrate to prepare, capture and summarize every client conversation.

Billing and reporting

Advisory fee billing with billing groups and advisor payouts, plus configurable client reports and fact sheets.

Newt AI

Newt prepares meetings, explains portfolios, recommends planning actions and monitors risk using approved data and firm-defined rules, with source citations and a full audit history. Advisors approve every action.

OCIO services

Portfolio construction and systematic rebalancing, direct indexing and tax-aware management, and quantitative analysis and algorithmic trading, delivered by our investment team.

Discuss OCIO services
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