Institutional-grade proposals.Generated in seconds.
AllocateLite transforms meeting insights into portfolio proposals — combining AI, models, and tax-aware optimization to help advisors win clients faster.
Proposal Preview
Client Allocation Strategy
Recommended Allocation
65% Equities · 20% Fixed Income · 10% Alternatives · 5% Cash
Expected Return
7.8% Annualized
Risk Level
Moderate
AI Rationale
Portfolio balances growth and tax efficiency while reducing concentration risk identified during the client meeting.
Why it matters
Win clients with clarity and confidence.
AllocateLite eliminates manual proposal building and replaces it with intelligent, data-driven portfolios delivered instantly.
AI-Generated Proposals
Turn conversations into institutional-grade proposals instantly — with portfolios, rationale, and client-ready narratives.
Portfolio Intelligence
AI constructs allocations using models, direct indexing, tax-aware strategies, and risk-adjusted optimization.
Client-Ready Output
Generate polished proposals with charts, insights, and explanations that clearly demonstrate advisor value.
Portfolio Engine
Built with institutional logic.Tailored for every client.
Combine models, direct indexing, tax strategies, and alternative exposures to create portfolios aligned with client goals and market conditions.
Connected Workflow
From meeting to proposal — instantly.
AllocateLite uses meeting insights and CRM data to automatically generate proposals that reflect client intent, risk tolerance, and opportunity.
Close faster. Win smarter.
Deliver institutional-grade proposals in seconds and turn prospects into clients with clarity, confidence, and precision.