AllocateRite has officially launched its innovative wealthtech platform for RIA firms, revolutionizing workflows and enhancing transparency through AI-driven solutions.

AllocateRite has appointed Matt Pollard as CEO, aiming to foster global growth and enhance its AI-driven wealth management platform. Pollard aims to lead the charge in transforming financial services.

AllocateRite launches a cutting-edge AI marketing compliance tool designed to streamline reviews, protect client data, and enhance regulatory adherence.

AllocateRite, a pioneering AI wealth platform, has secured the T3 2025 Emerging Technology Award, recognizing its innovative contributions to wealth management.

As Morningstar Office phases out, AllocateRite introduces an exclusive incentive package for its clients. Discover the benefits and features of this innovative AI-driven wealth platform.

NEW YORK, March 7, 2025 /PRNewswire/ -- AllocateRite, a leading next-generation AI wealth platform and solution, has been named the winner of the T3 2025 Emerging Technology Award – T3 is the preeminent WealthTech Conference in the industry. We are proud and honored to be recognized by industry peers as delivering revolutionary and innovative AI-driven technology to the wealth and asset management universe! AllocateRite supercharges productivity for advisors, asset managers and operations across their workflows by leveraging AI and superior data management to allow them to 'work smarter, not harder.' In accepting the award, AllocateRite's Chief Product Officer and Architect Abbas Shah