Run Your RIA on Intelligence
From conversation to proposal to execution — one platform that thinks alongside your team
Your data is securely encrypted & never shared
AI CRM
An intelligent CRM that securely understands your pipeline and moves clients forward on its own.
Pipeline IntelligenceAI Meetings
Securely capture every conversation. Insights, risks, and next steps — extracted automatically from every client call.
AI TranscriptionAI Proposals
Institutional-grade portfolio proposals generated in seconds with AI recommendations tailored to each client.
AI-GeneratedAI Retirement Planning
Turn retirement questions into projections, tax strategies, income plans, and stress-tested next-best actions.
Decision EngineAI Tax Planning
Automatically identify and capture tax-loss opportunities across client portfolios to maximize after-tax returns.
Tax OptimizationAI OMS & Rebalancing
AI-powered trading, block allocations, and automated rebalancing — one unified platform for modern wealth managers.
Intelligent ExecutionAI Reporting
Generate customizable client reports with portfolio summaries, performance charts, and holdings — batch-delivered on your schedule.
Client ReportsAI Billing
Automate fee calculations, billing groups, and invoicing across your entire book with flexible schedules and custodian-level precision.
Fee AutomationFrom Conversation
to Proposal — Instantly
AllocateLite securely listens, understands, and builds client-ready proposals automatically
Meeting Captured
Every client conversation securely recorded and transcribed in full context.
AI Extracts Insights
Goals, risks, and opportunities structured instantly from raw conversation.
Proposal Generated
Tax-aware portfolio proposal built and ready to present in seconds.
Portfolio Allocated
Strategies mapped to accounts, models, and asset classes precisely.
Execution Complete
Orders securely routed, portfolios updated, reports generated — automatically.
Simple, transparent pricing
Start small, scale as you grow. No long implementations, no hidden fees
For growing RIAs and multi-advisor teams ready to scale.
- Unlimited AI-generated proposals
- AI meeting transcription & summaries
- Zoom, Google & Microsoft integration
- Tax-loss harvesting & optimization
- Built-in OMS trade execution
- Model strategy hub & model library
- Pipeline tracking & conversion insights
- Priority support
For platforms, broker-dealers, and large enterprises.
- Everything in Professional, unlimited seats
- Enterprise security, SLA & role-based controls
- Private cloud or VPC deployment
- Custom workflows & API integrations
- Multi-custodian & broker-dealer support
- White-label & co-branding options
- Advanced compliance & audit reporting
- Dedicated customer success manager
Every client,
perfectly
servedStop managing tools. Start building relationships. AllocateLite securely handles the rest