Plans based on assets under management. No per-trade fees, no hidden costs. Start with a free trial and upgrade as you grow.
For solo advisors and small practices getting started with systematic rebalancing.
For growing RIA firms that need full rebalancing automation and team collaboration.
For large RIAs and multi-office firms with complex compliance and integration needs.
| Feature | Advisor | Team | Enterprise |
|---|---|---|---|
| Portfolio Management | |||
| Model portfolios | 3 | Unlimited | Unlimited |
| Drift monitoring | ✓ | ✓ | ✓ |
| Custom drift thresholds | ✓ | ✓ | ✓ |
| Automated rebalancing proposals | ✓ | ✓ | ✓ |
| Bulk rebalancing | — | ✓ | ✓ |
| Cash flow rebalancing | — | ✓ | ✓ |
| Household-level management | — | ✓ | ✓ |
| Tax Management | |||
| Tax-loss harvesting alerts | Basic | Full | Full |
| Wash sale prevention | — | ✓ | ✓ |
| Tax lot optimization | — | ✓ | ✓ |
| Cross-account wash sale monitoring | — | ✓ | ✓ |
| Reporting & Compliance | |||
| Client performance reports | ✓ | ✓ | ✓ |
| White-labeled reports | — | ✓ | ✓ |
| Audit trail | ✓ | ✓ | ✓ |
| Compliance export (SEC/FINRA) | Basic | ✓ | ✓ |
| Restricted security lists | — | — | ✓ |
| Custom compliance rules | — | — | ✓ |
| Integrations & Access | |||
| Custodian integrations | 1 | 2 | Unlimited |
| Advisor seats | 1 | 5 | Unlimited |
| API access | — | — | ✓ |
| SSO / SAML | — | — | ✓ |
| Support | |||
| Email support | ✓ | ✓ | ✓ |
| Phone support | — | ✓ | ✓ |
| Dedicated account manager | — | — | ✓ |
We will notify you when you approach your plan's AUM cap. You can upgrade to the next tier at any time with no interruption to service. We never restrict functionality or freeze rebalancing because you grew — that would defeat the purpose.
No. AllocBot charges a flat monthly subscription based on your AUM tier. There are no per-account fees, per-trade fees, or percentage-of-AUM charges. You know exactly what you are paying every month.
Yes. All plans are month-to-month with no long-term contracts. Upgrade, downgrade, or cancel from your account settings. If you cancel, you retain access through the end of your billing period.
AllocBot integrates with Schwab, Fidelity, Pershing, and other major RIA custodians. Enterprise customers can request custom integrations for additional custodians or portfolio accounting systems.
Yes. Annual billing provides a 15% discount on all plans. Contact us for details on annual pricing.
No credit card required. Connect your custodian account and see your drift dashboard in minutes.
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