55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
Portfolio managementRebalancing and tradingDirect indexing and tax overlayOCIO for advisorsAI assistants and agents
AllocateRite
AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
New York, NY, USFounded 2016allocaterite.aiNot yet confirmed by the company
What it does
AllocateRite is a business-to-business wealth management platform and OCIO service for independent RIAs, multi-family offices, enterprise wealth firms, banks and institutional asset managers. It is not a consumer robo-advisor; clients of the firms it serves do not log in.
The platform covers model construction and governance, household rebalancing, block trading with pre-trade compliance, direct and custom indexing with tax-loss harvesting and gain budgets, fixed income ladders across a large bond universe, proposals and fact sheets, client onboarding and IPS construction, reporting and fee billing. Advisors can use a native CRM or connect Wealthbox or Salesforce, and meeting tools tie into Zoom, Google Meet and Microsoft Teams. Its AI agent, Newt, ranks daily actions such as drift, tax opportunities and follow-ups for advisor approval. Schwab connects directly; other custodians connect through FIS.
AllocateRite was founded in 2016 by Abbas Shah, is based in New York and is an SEC-registered adviser. Its OCIO service is quoted at 15 bps; software pricing is by demo.
Best for
- Serves
- RIAs, Family offices, Banks and trust companies, Asset managers
Features
- Model management and household rebalancing
- Direct indexing and tax-loss harvesting
- Block trading with pre-trade compliance
- Fixed income ladder construction
- Proposal and fact sheet generation
- AI agent for daily portfolio actions (Newt)
- Native CRM or Wealthbox/Salesforce integration
- Fee billing and client reporting
Pricing and deployment
- Pricing model
- Custom quote
- Published pricing
- OCIO services 15 bps; platform pricing by demo
- Deployment
- Cloud
Integrations
Custodians supported
- Charles Schwab
Data feeds
- FIS
Integrations
- Google Meet
- Microsoft Teams
- Salesforce
- Wealthbox
- Zoom
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