Integrated Digital Advisor Platform
AI-Driven Investment Strategies
The driving force behind AllocateRite’s platform is its dynamic asset allocation model powered by proprietary AI algorithms.
A more complete understanding of market information
Our technology absorbs and assesses an enormous range of market data using a set of technical, fundamental, and relative value metrics weighted to the market’s current reality. From this foundation our algorithms build a worldview – and a set of predictions around risk and returns.
AI-driven global macro algorithms for agility and speed
Our allocation decisions prioritize capital preservation by targeting 70% of the upside and just 30% of the downside to produce smoother (and stronger) long-term performance. To accomplish that, we leverage the flexibility, liquidity, and low prices of ETFs to provide maximum maneuverability at an extremely low cost.
Optimized portfolios that look forward, not backwards
We don’t rely on assumptions about returns distributions or how things “used” to work. Instead, we look ahead to tomorrow’s risks and opportunities – and help investors avoid the pitfalls of static, “backwards-looking” investment management models.
A focus on risk analysis
Risk is ongoing – and risk analysis should be, too. Our algorithm-based adaptive intelligence provides proactive risk monitoring and disciplined execution of investment decisions, helping guide portfolios (and individuals) through the constant swirl of the markets.
Start investing smarter today. Our on-boarding process helps you seamlessly create accounts and begin using the AllocateRite investment platform.
Complete Broker Integration
We believe in providing the full flexibility to control your business and your funds. Choose your preferred provider across 2,500 custodians and brokers through the FIS Broker/RIA Connect platform.
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.
Informative Resource Center
Build understanding and engagement with our monthly market commentaries, composite tear-sheets, white papers, and presentations.
Flexible Tax Optimization
ETFs are tax-efficient in themselves, and we choose ours with tax efficiency in mind. But our system goes one step further by allowing you to select your tax treatment from a menu of optimization options, including a fully-automated, AI-based solution.
Automated, Feature-Packed Platform
Our strategies are wrapped in an intuitive platform that seamlessly integrates with your business, simplifies operations, and automates key functions and features.
Wealth Management for the Long Run
Together, our platform and strategy provide critical benefits to portfolios, individual investors, and advisors looking to streamline and strengthen their businesses.
High-tech risk management for individual investors.
Our proprietary algorithms prioritize capital preservation and bypass the shortcomings of traditional investment strategies (and human nature). It’s a strategy that just makes sense. We believe that fewer assumptions and less emotion means smarter decisions and quicker reaction times, while less downside means investors can maintain access to savings when they need it – whether it’s right now or 30 years from now.
Reacting to risk is obsolete: From now on, you can anticipate it.
Our risk management process constantly checks allocations and investment decisions against the current risk environment. That means ongoing, real-time risk monitoring and dynamic allocation recommendations. By actively monitoring and managing risk, we believe portfolios can and adapt before a potential problem becomes a full-blown crisis.
Our technology is proprietary, but our process is an open book.
We stand by our results: Our performance/returns are verified and transparent. We also keep control in your hands: we never take custody or control of client funds, and with our brokerage and custodian network, you can keep your assets wherever it’s most convenient and receive trading signals in the way that makes sense for your business.
We help you leverage the benefits of ETFs for your business.
ETFs are famously low-cost, but certain fund families may be more advantageous for your business. Our technology helps you tailor each portfolio using the fund families and even the specific funds that you prefer. We’ll automatically run back-tests to make sure your selections optimize your risk management options.
Maintain liquidity: the ultimate weapon in risk management.
Liquidity doesn’t just help manage costs by reducing spreads, it acts as a powerful buffer against risk. When markets fall, the ability to maneuver is paramount, and the liquidity of ETFs provides the risk-managed long-term returns investors seek without locking up assets unnecessarily. For an individual investor, that means better total risk management – not just against the markets, but against the ups and downs of life itself.
We believe that successful investment management goes far beyond a smart strategy.
That’s why we built a complete platform to provide investors and advisers with flexibility, scalability, and intelligent automation. We have also developed and integrated blockchain technology to ensure immutability and data integrity of our monthly allocation signals.
The AllocateRite Advantage
Make it Simple
Experience seamless platform implementation from on-boarding to portfolio selection to tax optimization.
Leave Client accounts where they are, execute anyway you prefer. Customize as much or little as you like.
Increase Your Potential
Provide any size client with hedge fund strategies without minimums or lockups.
Free up Time
Start spending more time with clients and less time managing investments.
Lower Your Management Fees
Gain institutional quality strategies at aggressively low rates.
Help clients reduce risk, protect capital and grow assets through AR’s fully-automated dynamic asset allocation model.
Keep it Transparent
Keep clients continually updated on performance, risk, costing and more, anytime/anywhere.
Be Completely Liquid
Highly liquid broad-based index ETFs totally controlled by you in separate accounts makes getting in and out fast and easy.