AllocateRite Registration

Fill in the form to begin onboarding

1

about

2

account

Company Info:

Optional Information:

AUM:

Brokers (Current):

Clients (check all that pertain):

Qualified Purchasers:

Average AUM per Account:

Set up your account:

Password must be at least 7 characters and contain digits and letters:

Choose a subscription tier:

Selected Subscription Tier: None (2 weeks free-trial)

ADVISOR

For an independent or individual wealth advisor

per month
based on monthly payments
  • Portfolio Optimizer
  • Common URL – InScite.com
  • Risk Analytics
  • Client Onboarding and Management
  • AllocateRite Strategies

ENTERPRISE + TRADING

Seamlessly integrates with any trading and custodial platforms

per month
per active user based on monthly payments
  • All Enterprise features AND
  • Fully Automated Trading and Custodian Interface
  • Customized website branding and URL

ENTERPRISE

Firmwide solution for multiple wealth advisors

per month
per user based on monthly payments
  • All Advisor features AND
  • Firmwide advisor onboarding and management
  • AllocateRite Strategies with reduced fee