michael.pendergrass
Acronym
AllocateRite
Product ID
AllocateRite
Logo
Description
Wealth and Asset management platform powered by AI.
Images
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Details
- Embedded AI agent "AskNewt"
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Details
- Data aggregation and reconciliation dashboard
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Details
- Investment Policy Statement creation tool
Features
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
Vendors
Management Style
Schwab Products
Section
Solution