AI-powered portfolio management tools for the advisors who put clients first.
Registered investment advisors spend too much time on portfolio operations and not enough time with clients. Rebalancing 200 accounts means hours of spreadsheet work, manual trade calculations, and repetitive data entry. Tax-loss harvesting gets pushed to December because there is no bandwidth to do it continuously. Client reports take a full day to produce each quarter.
Large wirehouses and institutional managers have had automation tools for years. But those tools cost six figures and require dedicated IT staff to implement. Independent RIAs — the advisors who chose independence specifically to serve clients better — have been stuck with spreadsheets or overpriced legacy software that has not meaningfully improved in a decade.
AllocBot brings institutional-grade portfolio management automation to independent RIAs at a price point that makes sense for firms managing $50M to $5B in assets. Our AI monitors drift, generates tax-aware rebalancing proposals, identifies harvesting opportunities, and produces client-ready reports — all while keeping the advisor in complete control of every decision.
We designed AllocBot around a core principle: AI should assist advisors, not replace them. Every trade proposal requires advisor review and approval. Every override is documented. Every decision has an audit trail. The advisor's fiduciary judgment drives the process — AllocBot simply makes that process faster, more consistent, and better documented.
AllocBot is built by Barrett Agentic LLC, a company creating AI-powered vertical SaaS for industries that still run on spreadsheets, phone calls, and paper. We believe every industry has operational work that AI can handle better than humans — not the judgment calls, not the relationships, but the data processing, monitoring, and routine coordination that consumes professional time.
Our approach is the same across every vertical: deeply understand the industry's workflows, build AI that handles the operational burden, and keep the human professional in control of the decisions that matter. We are not building general-purpose AI. We are building purpose-built tools for specific professionals who deserve better software.
AI suggests, advisors decide. We never make autonomous trading decisions. The advisor's fiduciary judgment is the final word on every trade.
Every algorithm, every recommendation, every calculation is explainable. No black boxes. Advisors can see exactly why AllocBot proposed each trade.
Every feature is designed with regulatory requirements in mind. We build audit trails, documentation, and compliance exports into the core product — not as afterthoughts.
Flat monthly fees based on AUM tier. No per-trade charges, no percentage-of-AUM fees, no hidden costs. You know exactly what you pay.
Have questions about AllocBot or Barrett Agentic? Reach us at hello@allocbot.ai. We respond to every inquiry within one business day.
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