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ActiveAllocator

Simplifying Asset Allocation

The world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios.

Our Key Features

We Help Financial Advisors Do Two Things Exceedingly Well:

Strategic Asset Allocation
— Decide how much to put into any traditional or alternative asset class

Built around cutting-edge proprietary algorithms developed by MIT engineers, our portal analyzes existing portfolios, then generates better choices, and demonstrates how such improved choices create better long term risk adjusted returns.

It brings together passive and active, liquid & illiquid, traditional and alternative investments within an integrated allocation framework—something that does not exist presently.

Differentiation Through Advice Value Add
— Show how client value is created

Our portal migrates financial advisors up the value chain from being product providers to becoming solution providers and deepens customer intimacy.

It builds differentiation through demonstrating advice value driven off fact based analytics.

About ActiveAllocator

ActiveAllocator.com is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within recommended portfolios. A FinTech digital disruptor, ActiveAllocator offers financial advisors a way to create bespoke portfolios. ActiveAllocator can help advisors allocate client assets as well as gain exposure to an appropriate set of active managers and funds.

Sample Analysis Reports
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