“TradeIt is fast becoming the platform of choice for seamless order execution through many of the large brokerages,” said
ActiveAllocator helps investors go beyond traditional model portfolios by utilizing disruptive technology driven personalization for purposes of creating directional, semi-directional and non-directional market exposures. In fostering trade execution, it further augments advisor-client interactions by bringing in analytics driven, fact based, collaborative, product agnostic thinking to investment decision making. This enables financial advisors who offer various types of advisory services and programs, including wrap programs, mutual fund asset allocation programs, financial planning services, retirement plan consulting services, investment research, and other customized advisory services to bring added value to their practices.
ActiveAllocator.com is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within recommended portfolios. A FinTech digital disruptor, ActiveAllocator offers financial advisors a seamless way to understand and assess alternative investments’ potential contributions within the context of their client’s actual portfolio holdings. ActiveAllocator can help advisors allocate client assets appropriately, as well as to identify and gain exposure to an appropriate set of active managers and funds.
TradeIt is a technology that connects developers to major US brokerage firms with a single, modernized API integration. App publishers use TradeIt to embed multi-broker trading functionality that makes their content actionable for their users. TradeIt is live on 30 apps for investors and boasts 80 content partners across the digital finance ecosystem. For more information please visit www.trade.it.
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/active-allocator-partners-with-tradeit-to-enable-multi-broker-portfolio-optimization-execution-300439116.html
SOURCE Active Allocator