AllocateRite
AllocateRite is the world's first AI driven wealth management platform.
Scale your business securely and with ease by using AI to navigate a comprehensive set of wealth & asset management tools, access over 450k securities and automate workflows.
BY THE NUMBERS
PLATFORM ASSETS
$1.85
Trillion
ACCOUNTS
1,232
NUMBER OF TRADES
83.33K
MV OF TRADES
$571.56M
Generate Insights with AI
Increase advisory efficiency and communicate better with clients
Leverage Newt, the financial AI assistant, to gain data-driven insights and perform intelligent searches across 450k+ securities and your portfolio data. Instantly analyze portfolios and generate dynamic reports with sector allocation and risk attribution for effective client communication. Enhance performance reports with real-time, actionable analytics and lightning-fast calculations from a multi-asset universe, offering cross-referenced, real-time results.
