"Active Allocator presents an interesting, simple, refreshing and innovative method for Asset Allocation. The introduction of Alternative Assets into the process of Asset Allocation alongside exchange traded instrument enhances the structural strength of the portfolio. I am convinced that this product will have a huge success in the Global Investment market."
Former Managing Director Israel, FIS / www.fisglobal.com
"Active Allocator is a system unto itself with no comparable for the spectrum of choices offered to investors from traditional stocks and bonds to alternative investments. The myriad provisions for scenario analyses and the ability to design your own 'reference portfolio or index' as a benchmark during simulations across various horizons are unique and bring the allocation world to another level.”
Former Head of Enterprise Risk Management, Alberta Investment Management Corporation / www.aimco.alberta.ca
“We have found the ActiveAllocator system provides a simple and robust methodology for analysing existing
portfolios, and visually represents how the introduction of alternative assets into a portfolio can
remove structural inefficiencies. It is both intuitive and flexible, provides swift answers to constrained
optimisation problems, and has direct application in both institutional and retail environments."
Head, Institutional Solutions & Research, Sanlam Investments / www.sanlaminvestments.com
"ActiveAllocator would qualify as an investment analysis and evaluation tool that a fiduciary advisor
would be able to utilize in evaluating the possible inclusion of alternative investments as part
of a strategic allocation in accordance with its duty to act with the care, skill, prudence and diligence
of a prudent person under the BICE's Best Interest Standard of Care."
The Wagner Law Group / www.wagnerlawgroup.com
" .. ActiveAllocator, a FinTech startup that empowers financial advisors as well as self-directed investors. ... At its core,
it can capitalize on several long-term industry trends, including the increasing adoption of technology
driven, personalized advice on the part of both investors and financial advisers."
Partner, DLA Piper / www.dlapiper.com
" ActiveAllocator brings superior personalized asset allocation and portfolio construction practices
to the affluent customer segment at a fraction of the cost of less comprehensive platforms."
CIO, View Capital Advisors, LLC / www.view-cap.com
“Over the last decade, RIIA’s thought leadership, planning tools and concepts have played an important
role in addressing the challenge of generating secure retirement income...... We are delighted that
ActiveAllocator, an innovative FinTech digital disruptor, is engaging with RIIA and our community
of innovators and industry leaders to support our efforts to meet these needs."
Chairman and Executive Director, Retirement Income Industry Association / www.riia-usa.org
“We are pleased to work closely with ActiveAllocator. Integrating Morningstar® ByAllAccounts℠ with this
portal will link investment accounts, providing financial advisors with a more holistic view of clients’
Head of Morningstar® ByAllAccounts℠ / www.morningstar.com
"Our partnership with ActiveAllocator helps financial advisors and retail investors to increase their
investible universe, makes for automated implementation, permits scalability in managing assets,
eases trading and periodic rebalancing and helps express house views while making strategic allocation
Co-founder and CEO of TradeIt / www.trade.it