ActiveAllocator

HQ Address

New Jersey, United States

Website Address

www.activeallocator.com

Connect with 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.

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....

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