Portfolio monitoring, drift alerts, rebalancing recommendations, tax-loss harvesting, and client reporting — all automated for RIAs and wealth managers.
Real-time allocation tracking. Alerts when portfolios drift beyond thresholds.
Generate rebalancing trades. Tax-aware. Cash-flow aware.
Identify TLH opportunities automatically. Wash sale monitoring.
Quarterly performance reports. Holdings. Transactions. Commentary.
Market moves, position concentration, cash drag — proactive notifications.
Pre-trade compliance checks. Audit trail. ADV-ready recordkeeping.
AllocBot is launching soon. Early adopters get priority access and founding pricing.