Manage portfolios
Get a comprehensive view of your clients' wealth by consolidating all of their financial accounts into a single, easy-to-use platform. Support for a wide range of asset classes, currencies, and entities, the software provides real-time updates and visibility into your clients' portfolios, allowing you to easily identify opportunities to provide data-driven financial plans and holistic advice.

Client management
Spend less time navigating accounts, with AllocateRite your clients are consolidated into households or groups. Aggregate custodial, held and held away accounts and find what you are looking for with help of intuitive user experience.

Proposal generation
Generate and send compelling, and easy to understand investment proposals to your clients. Illustrate scenarios and include the information that's important for each recommendation: Strategy Information with Fact Sheet, Before and After Scenarios and Risk/Return forecasted by our powerful machine learning algorithm

IPS creation tool
Create personalized Investment Policy Statements for clients with given specified investment guidelines. The IPS (Investment Policy Statement) creation tool also allows the FAs to create custom risk models and IPS for different accounts or portfolio groups (group of accounts).

Fact finder
Customize your onboarding form for each type of client, allowing them to fill out details saving you valuable time. Use fact finder to easily register them on the system.

Branded reports
Use intelligent data to generate report packages exactly how you want them, with countless charts, tables, and data point combinations at account level, household and including held away accounts.

Customize reports at any level with flexible access to data, performance reporting with industry recommended accounting standards.