Powerful outcomes, for advisors and their clients.
AllocateRite’s AI reviews every household, every day — surfacing the tax savings, risk corrections, and conversations that move client outcomes forward. It gives advisors back their time, and gives their business room to grow. Advisors approve. Nothing is missed.
OCIO services for firms that want scale without complexity.
AllocateRite serves as an AI-enabled, AI-operated OCIO partner — helping advisors manage models, SMAs, and multi-asset portfolios with institutional speed, consistency, and control.
Model Selection
Find models that are compliant, benchmark-aware, and aligned with each client’s profile, risk tolerance, and IPS.
Portfolio Management
Manage custom portfolios, SMAs, model strategies, and household allocations with institutional discipline and AI oversight.
Rebalancing
Continuously monitor drift, IPS alignment, tax constraints, cash needs, and benchmark exposure — then rebalance across accounts.
Indexing
Deliver direct indexing and benchmark-aware customization with tax-aware implementation and tracking-error control.
Advisor Leverage
CIO-level infrastructure without adding operational burden, manual workflows, or expensive legacy systems.
Built for your book
Whatever your model mix looks like today, AllocateRite is built to sit underneath it — not replace it.
Four things AllocateRite does for your book — every day.
Real-time analytics, dynamic reporting, and AI-operated workflows across planning, portfolio management, trading, and compliance — so advisors spend less time on upkeep and more time on the work that grows the business.
Tax Alpha Engine
Ongoing tax-loss harvesting, direct indexing, and 130/30 overlays run continuously against embedded gains, tracking error, and client-specific restrictions — capturing losses to offset gains and turning tax-locked portfolios into optimizable ones.
AI Workflows
Single-query AI loops move from data intake to insight, action, execution, and reporting — replacing elaborate manual processes so time goes to clients.
IPS Monitoring
Every account is measured against its investment policy statement — drift, restrictions, concentration, and cash levels surfaced continuously across accounts and households.
Dynamic Reporting
Custom reports, client letters, portfolio reviews, and performance commentary are generated with advisor-ready outputs — a reason to reach out, and the notes to make it worth having.
Ask what matters. Get the ledger.
Newt combines real-time market data, portfolio data, and deterministic financial intelligence. Ask a plain question and get back exactly which households need you, and why — itemized, in order of consequence.
- Loss harvest ready — offset available
- Review not on calendar this quarter
- Cash balance over target
- Equity drift exceeds IPS band
- Dividend-transition opportunity available
- ESG restriction updated by trustee
- New business, accelerated
A proposal built around the lead — not a template.
Enter what you know about a prospect and AllocateRite constructs a portfolio matched to their goals, time horizon, and restrictions, with the reasoning attached — ready to review before the first meeting.
Scheduling, prep, and outreach run themselves. You keep the pen.
Meetings get booked, prep packets get built, and client notes get drafted without a request. Every send has an owner — AllocateRite, on a rule you set, or you, with one click.
Any task can move between full auto and review first at any time — by household, by task type, or firm-wide.
AI-native. AI-powered. Human-controlled.
AllocateRite is built AI-native from the ground up — not AI bolted onto a legacy system. Every insight, trade, and communication runs through a compliance layer before it ever reaches a client, and every action carries an audit trail back to the advisor who approved it.
AI-native
Built from the ground up on an AI-first architecture — every household, every day, reviewed continuously rather than bolted on as a feature.
AI-powered
Tax-loss harvesting, drift monitoring, rebalancing, and reporting run on deterministic financial intelligence — fast, consistent, and always on.
Human-controlled
Nothing reaches a client or a market without an owner. Advisors set the autonomy per task, and every recommendation is theirs to approve, edit, or decline.
Your AI portfolio intelligence engine.
AllocateRite continuously reconciles portfolio state across every household you manage.
“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. They have quickly become one of our core applications for portfolio management.”
Run your advisory business on intelligence.
One platform. One OCIO partner. One AI-operated source of truth for portfolio management, tax-aware indexing, execution, IPS monitoring, and dynamic reporting — built to save advisors time and help their business grow, one household at a time.