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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida



AllocateRite is a data science company with an ensemble of next generation global wealth and asset management platforms. Built natively from the ground up with secure and scalable, cloud-based solutions& modular API's. The powerful combination of data science and AI is present in many of its core functionalities from Financial Planning, Portfolio Management to an Intelligent Order Management System. Embedded with an AI assistant "newt' trained on financial data, advisors can automate workflows and use intelligence to reveal relevant insights into securities and portfolios, with access to real time, dynamic pricing of over 300k securities including equities and fixed income.