AI-powered asset allocation, drift monitoring, and tax-aware rebalancing for RIAs and wealth managers. Spend less time trading and more time advising clients.
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See which accounts need attention, review proposed trades, and execute rebalances in minutes instead of hours.
Three steps from model portfolios to optimized client accounts. AllocBot handles the math so you can focus on relationships.
Build model portfolios with target allocations, drift thresholds, and rebalancing rules. Import from your existing system or start fresh.
AllocBot continuously watches every account against its assigned model. When drift exceeds your thresholds, you get a prioritized action list.
Review AI-generated trade proposals with tax impact analysis. Approve individually or in bulk. Trades route to your custodian for execution.
Every feature designed with compliance, transparency, and client outcomes in mind.
Continuous portfolio surveillance with customizable drift thresholds per asset class, sector, or individual holding. Catch overconcentration before it becomes a compliance issue.
Generate optimized trade lists that minimize transaction costs and tax impact. Supports cash-flow-based rebalancing for new contributions and withdrawals.
Identify harvesting opportunities across accounts. Wash sale rule monitoring prevents disallowed losses. Tracks harvested amounts for year-end reporting.
White-labeled performance reports, allocation summaries, and rebalancing activity logs. Automatically generated on your schedule or on demand.
Real-time alerts for drift breaches, large cash flows, corporate actions, and compliance thresholds. Configurable per account, model, or firm-wide.
Full audit log of every rebalancing decision, trade proposal, and advisor override. Export-ready for SEC and FINRA examinations.
| Task | Without AllocBot | With AllocBot |
|---|---|---|
| Checking portfolio drift | Spreadsheet review, account by account | Real-time dashboard, prioritized alerts |
| Generating trade lists | Manual calculations, hours per account | AI-optimized trades in seconds |
| Tax-loss harvesting | Year-end scramble, missed opportunities | Continuous monitoring, wash sale aware |
| Rebalancing 100+ accounts | Full day of manual work | Bulk review and execute in under an hour |
| Client performance reports | Export, format, email — per client | Auto-generated, white-labeled, scheduled |
| Compliance documentation | Reconstruct decisions from memory | Complete audit trail, export-ready |
| New client onboarding | Build allocation from scratch | Assign model, auto-generate trades |
Join hundreds of RIA firms that have reclaimed their time with AI-powered portfolio management. AllocBot assists your decision-making — you stay in control.
Start Your Free Trial14 days free. No credit card required. Set up in under 10 minutes.