New Jersey, United States

ActiveAllocator

Business introduction

Bespoke portfolios in 10 clicks, 10 Minutes, 1/10th Cost

How inefficient is your portfolio?

ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. It helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes.

We serve individuals, wealth management firms, registered investment advisers (RIA) and independent broker-dealers’ financial advisors. We catalyze strategic asset allocation that can be self-directed, advisor-driven, or collaborative at the advisor’s discretion.

Our services include: accounts aggregation, existing portfolio analysis, preferences personalization, portfolio choices comparison, recommendations on new asset classes, proposal generation, bespoke portfolio construction, and trade execution.

Physical Address

New Jersey, United States

Website Address

www.activeallocator.com

Email Address

sales@activeallocator.com

Telephone Number

+1 312 498 1903

ActiveAllocator Solutions

ActiveAllocator

ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. It helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes....

business needs
view solution

Subscribe to our weekly newsletter

Please sign up to see more

Sign up or login