Your wealth.
Our infrastructure.
Allocate turns volatile portfolios into disciplined machines — rebalancing, hedging, and compounding wealth across equities, fixed income, and alternatives while you sleep.
Operating with zero AUM outflows
Across 2,300+ client portfolios
Average annual client retention rate
Simulate every crash before it happens.
Our Monte Carlo engine runs 847 historical and synthetic scenarios against your exact holdings — from 2008 replay to rate shocks — and surfaces your worst-case drawdown in under 3 seconds.
The IRS never sees your alpha.
Allocate monitors every position for tax-loss harvesting opportunities in real time, automatically swapping correlated instruments to crystallize losses without disrupting your target allocation.
Risk scored before the market opens.
A composite risk model recalculates every 90 seconds across concentration, duration, liquidity, and currency exposure — surfacing actionable alerts before positions become problems.
Download the
Command Center
Your entire portfolio — positions, risk scores, rebalance triggers, and tax events — in one instrument panel. Available on iOS and Android.
Point & Install
Scan with your phone camera to install the Command Center in seconds.
See a Live Demo Portfolio
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