# AllocBot.ai

> AI Asset Allocation & Rebalancing

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AllocBot.ai is an AI-powered portfolio management platform for RIAs and wealth managers. It automates drift monitoring, portfolio rebalancing, tax-loss harvesting, client reporting, and compliance documentation.

## Company

- Built by Barrett Agentic LLC
- Website: https://allocbot.ai
- App: https://app.allocbot.ai

## Core Features

- Drift Monitoring: Continuous portfolio surveillance with customizable thresholds per asset class, sector, or individual holding
- Automated Rebalancing: AI-optimized trade proposals that minimize transaction costs and tax impact, with advisor review and approval
- Tax-Loss Harvesting: Year-round loss scanning with wash sale prevention across all household accounts
- Client Reporting: White-labeled performance reports, allocation summaries, and rebalancing activity logs
- Alerts & Notifications: Real-time alerts for drift breaches, large cash flows, corporate actions, and compliance thresholds
- Compliance & Audit Trail: Complete audit log of every rebalancing decision, exportable for SEC and FINRA examinations

## Plans

- Advisor: $199/mo — up to $50M AUM, 75 accounts, 1 advisor seat
- Team: $499/mo — up to $250M AUM, 500 accounts, 5 advisor seats, full tax-loss harvesting
- Enterprise: Custom pricing — unlimited AUM, unlimited accounts, custom compliance rules, API access

## Pages

- Homepage: https://allocbot.ai
- Features: https://allocbot.ai/features/
- Pricing: https://allocbot.ai/pricing/
- FAQ: https://allocbot.ai/faq/
- About: https://allocbot.ai/about/
- Blog: https://allocbot.ai/blog/

## Blog Articles

- Portfolio Rebalancing Strategies for RIAs: Calendar vs. Threshold vs. Hybrid: https://allocbot.ai/blog/portfolio-rebalancing-strategies/
- The RIA's Complete Guide to Tax-Loss Harvesting in 2026: https://allocbot.ai/blog/tax-loss-harvesting-guide/
- How AI Is Helping RIAs Automate Compliance Documentation: https://allocbot.ai/blog/ria-compliance-automation/
- Client Reporting Best Practices for Wealth Managers: https://allocbot.ai/blog/client-reporting-best-practices/
- Model Portfolio Management: Building, Maintaining, and Scaling Investment Models: https://allocbot.ai/blog/model-portfolio-management/

## All pages

- [AllocBot Case Studies — AI Asset Allocation & Rebalancing](https://allocbot.ai/case-studies/): Real-world success stories from AllocBot customers.
- [AllocBot Comparisons — AI Asset Allocation & Rebalancing](https://allocbot.ai/comparisons/): See how AllocBot stacks up against traditional solutions and competitors.
- [Fee-Only RIA Onboarding: Turn Prospects Into Clients Faster | AllocBot Blog](https://allocbot.ai/blog/fee-only-ria-prospect-onboarding-process/): Solo RIAs lose deals in the prospect gap. Here are 4 actionable steps to streamline onboarding, reduce friction, and close more clients without adding staff.
- [RIA Client Retention: 5 Ways Small Firms Keep Clients Longer | AllocBot Blog](https://allocbot.ai/blog/ria-client-retention-strategies-small-firms/): Discover 5 proven strategies fee-only financial advisors use to retain clients, reduce churn, and grow AUM without adding headcount.
- [RIA Compliance Costs: How Small Firms Can Cut Hours Without Cutting Corners | AllocBot Blog](https://allocbot.ai/blog/ria-compliance-costs-small-firms-cut-hours/): Solo RIAs and small ensemble practices spend 15+ hours monthly on compliance. Here's how fee-only advisors can reclaim that time without increasing risk.
- [RIA Compliance Made Simple: 5 Essential Steps for Small Firms | AllocBot Blog](https://allocbot.ai/blog/ria-compliance-small-wealth-management-firms/): Discover practical RIA compliance strategies for small wealth management firms. From ADV updates to audit trails, streamline your fiduciary duties efficiently.
- [RIA Fiduciary Duty: How Small Firms Stay Compliant at Scale | AllocBot Blog](https://allocbot.ai/blog/ria-fiduciary-duty-how-small-firms-stay-compliant-at-scale/): Solo RIAs and small ensemble practices face real fiduciary pressure. Here are 4 actionable ways to meet your duty of care without drowning in manual work.
- [RIA Operations Scaling: 5 Ways to Grow Without Burning Out | AllocBot Blog](https://allocbot.ai/blog/ria-operations-scaling-without-burnout/): Discover 5 proven strategies to scale your registered investment advisor practice without sacrificing quality or working endless hours.
- [RIA Prospect Conversion: Close More Clients Without More Meetings | AllocBot Blog](https://allocbot.ai/blog/ria-prospect-conversion-close-more-clients/): Solo RIAs and small fee-only advisory firms lose prospects in the onboarding gap. Here's how to convert more leads without adding hours to your week.
- [RIA Technology Stack: What Solo Advisors Actually Need | AllocBot Blog](https://allocbot.ai/blog/ria-technology-stack-solo-advisors/): Cut through the noise on RIA technology. Here's what solo and small ensemble registered investment advisors actually need — and what to skip.
- [RIA Time Management: Reclaim 10+ Hours a Week as a Solo Advisor | AllocBot Blog](https://allocbot.ai/blog/ria-time-management-solo-advisor-productivity/): Solo RIAs and small ensemble practices lose hours to manual ops tasks. Here are 4 proven strategies to protect your time and grow your wealth management firm.
- [How Meridian Wealth Freed 12 Hours a Week With AllocBot | AllocBot Case Studies](https://allocbot.ai/case-studies/meridian-wealth-allocbot-case-study/): See how a solo registered investment advisor eliminated manual compliance tracking and reporting to reclaim time and add $180K in new AUM within 90 days.
- [AllocBot vs Traditional RIA Technology: A Complete Comparison | AllocBot Comparisons](https://allocbot.ai/comparisons/allocbot-vs-traditional-ria-technology-comparison/): Compare AllocBot's AI-powered platform to traditional wealth management technology. See how automation helps registered investment advisors reduce costs and improve compliance.
- [AllocBot FAQ: RIA Compliance & Operations for Small Firms | AllocBot FAQ](https://allocbot.ai/faq/allocbot-faq-ria-compliance-operations-small-firms/): Answers to the questions solo RIAs and small ensemble practices ask most about fiduciary compliance, drift monitoring, and fee-only planning workflows.
- [AllocBot FAQ: Common Questions for RIAs and Wealth Managers | AllocBot FAQ](https://allocbot.ai/faq/allocbot-faq-rias-wealth-managers/): Get answers to common questions about AllocBot's AI-powered platform for registered investment advisors, RIA compliance, and fee-only financial advisors.