AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app.
The update includes stock market momentum indicators which use AI algorithms and qualitative analysis to provide price momentum alerts (up / down and strong-up / strong-down) via SMS notification.
Also included in this new release is an AI-powered search feature for securities on the app dashboard – essentially a state-of-the-art decision support infrastructure to assist users in managing their investment portfolios.
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Download our mobile apps from our website or the app store to use whichever services are suitable for you:
With our new RiskMonkey, you can now link multiple brokerage accounts and get real-time risk information about your portfolios, including qualitative and quantitative analysis and price momentum alerts for all.
Our risk-adjusted wealth management strategies are diversified, liquid and tax-efficient (including tax loss harvesting). They have cash management built in with automated execution and are automatically rebalanced periodically to maintain an optimal risk / reward ratio. They may also be suitable for individual 401k retirement investment portfolios.
Our asset management strategies are also risk-adjusted, diversified and liquid, and can be used as an Alpha overlay over existing strategies. They are tax-efficient, with automated execution and automatic rebalancing periodically, and may also be suitable for pension funds, hedge funds and college endowments.
AllocateRite’s strategies are GIPS-verified and have a confirmed track record of success stretching back more than four years.