Product infographic carousel
Product infographic images
Product Infographic captions
-
1
Embedded AI agent "AskNewt"
-
1
Data aggregation and reconciliation dashboard
-
1
Investment Policy Statement creation tool
Product Description
About this Product
Wealth and Asset management platform powered by AI:
- Embedded AI agent“AskNewt" to help aggregate, distill, and harness actionable insights on client, portfolio, and market data
- Streamline proposal generation, trading and operational workflows, analyze performance, assess risk, and better connect planning goals with personalized investment strategies
- Secure and easily integrable with existing tech ecosystem
About AllocateRite
AllocateRite is an end-to-end AI driven wealth management platform with actionable, dynamic dashboards that augments advisors with proactive insights, intelligent search capabilities and comprehensive planning and management tools that cater to the entire life cycle of their clients. Designed for optimal performance, with scalable solutions for rebalancing, tax loss harvesting and Investment Policy Statement creation and monitoring. Create tax efficient strategies, generate fact sheets and customized performance reports. Summarize documents from your AI enabled vault, convert PDF statements and collaborate with clients via secure end client portal. Our natively built, AI enabled platform enhances existing client relationships and allows you to leverage data across disparate sources to effectively manage your entire book of business and drive revenue growth.
Product Details
Contact Us
Phone
Website
Social Media
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.