Execute. Monitor. Optimize.In real time.
A complete portfolio management system with built-in OMS, model management, and AI-driven intelligence — designed for modern advisors.
Live Portfolio
Global Growth Strategy
Allocation
70% Equities · 20% Fixed Income · 10% Alternatives
Performance
+9.4% YTD
Risk Score
Moderate
AI Alert
Rebalance recommended: tech exposure exceeds threshold by 6%. Tax-loss opportunity detected in small-cap sleeve.
Why it matters
Full control. Institutional precision.
AllocateLite gives advisors the power of a full investment office — with execution, monitoring, and optimization in one system.
Live Execution (OMS)
Execute trades seamlessly with built-in OMS — across custodians with real-time monitoring and precision.
Model Portfolio Engine
Build, test, and deploy advisor models or leverage third-party strategies with full customization.
AI Portfolio Intelligence
Continuously monitor portfolios for risk, tax opportunities, and rebalancing triggers.
Model Management
Build or plug into strategies.Scale with intelligence.
Create custom advisor models, follow third-party strategies, or combine both — with AI continuously optimizing allocations.
Connected Workflow
From proposal to execution.
AllocateLite seamlessly converts proposals into live portfolios — executed, monitored, and optimized continuously.
Run your own investment office.
Manage portfolios, execute trades, and optimize performance — all in one intelligent system.