Active Allocator Holdings LLC ("ActiveAllocator”) announced integration with TradeIt, a proprietary order management system which securely routes trade orders to brokers to facilitate securities order execution. This partnership enables investors to optimize their existing portfolios on ActiveAllocator by linking their brokerage account and sending order messages to their broker directly from ActiveAllocator’s platform. To take advantage of this feature, users login to their broker via secure oAuth popup, specify the type of order and number of securities to trade generated by ActiveAllocator, and execute the trade to optimize their portfolios. TradeIt further provides real-time portfolio data from the user’s brokerage firm, which is imported into ActiveAllocator to provide the most current picture of their portfolio's forward facing characteristics.
Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "We are privileged and delighted to welcome Manoj Shahi to the ActiveAllocator team. He is a C-level executive who has demonstrated enormous ability to build complex systems as well as foster constructive associations with a variety of stakeholders, including institutional investors and technical affiliates. Recognized as an effective strategist and a consultative solutions provider, he will help us think clearly to execute our technical plan.”
Mar 13, 2017John Grady Joins Active Allocator Advisory Board
Top investment management and broker dealer attorney joins FinTech startup board.
New proprietary methodology and scalable technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to fifty asset sub-classes to improve strategic asset allocation.
Allocator Holdings LLC ("ActiveAllocator"), a financial technology company that owns the world's first and only asset allocation portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios, has received a legal opinion from ERISA expert Wagner Law Group (the “Wagner Law Group Opinion").The Wagner Law Group Opinion, issued in connection with U.S. Department of Labor regulatory guidance scheduled to go into effect in April (the "DOL Rules") states that using ActiveAllocator helps financial advisors meet their Best Interest Standard of Care. It further states that this is consistent with the broker dealer fiduciary requirement to adopt compliance measures that are reasonably and prudently designed to prevent conflicts, as well as meet a Registered Investment Advisor’s Prudent Man Standard of Care.
("Active Allocator"), a financial technology company that owns the world’s first and only asset allocation portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios, has secured early stage equity financing at a pre-money valuation of $8.0 million from private investors.
Active Allocator, Inc. ("Active Allocator") announced today the appointment of Brian D. Jones as Chief Financial Officer and Director. Active Allocator owns and operates ActiveAllocator.com, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments in performing strategic asset allocation.
Active Allocator today announced the launch of the world’s first and only online asset allocation portal for financial advisors to seamlessly include traditional, illiquid and alternative investments in portfolios.