Portfolio modeling and rebalance math for client-facing advisors
AllocatR helps advisors create model portfolios, visualize target allocations, and calculate rebalance trades faster. It is designed for practical portfolio planning conversations, proposal prep, and quick allocation reviews.
Best for solo advisors, independent RIAs, and firms that want a simpler way to discuss target allocations and rebalancing.
Sample Model
Balanced Growth
Rebalance summary
- Buy US Equity: $2,000
- Sell Bonds: $1,250
- Reduce Cash: $750
Illustrative example only. AllocatR is intended as a planning and allocation workflow tool and does not provide investment advice.
Why RIAs may find AllocatR useful
AllocatR is positioned as a practical tool for allocation planning, model creation, and quick rebalance calculations, especially when spreadsheets feel heavier than the task requires.
Build model portfolios quickly
Create allocation models for common client strategies such as growth, balanced, conservative, income, or custom mixes.
Show target allocations clearly
Present portfolio targets in a simple format that is easier to review during planning conversations and proposal prep.
Calculate rebalance trades fast
Enter current amounts and see what to buy or sell to move back toward the target allocation.
Use it in meetings or on the go
Pull up portfolio models from your phone or tablet when reviewing scenarios with clients or preparing outside the office.
Common advisor use cases
Not just another investing app — a simpler way to handle model allocation and rebalance math in real client workflows.
A simpler way to present and rebalance target allocations
If you work with client portfolios and want a faster way to model allocations and review rebalance scenarios, AllocatR keeps the math clear and the workflow lightweight.
FAQ
Is AllocatR portfolio management software for firms?
AllocatR is better positioned as a portfolio modeling and rebalancing workflow tool. It can help with allocations, model scenarios, and rebalance calculations.
Does AllocatR provide investment advice?
No. AllocatR should be described as a tool for organizing allocations and calculating portfolio adjustments. Advisors remain responsible for their own recommendations, client suitability analysis, and compliance processes.
Who is it best for?
The best fit is likely solo advisors, independent RIAs, and small firms that want a lightweight tool for model portfolios and rebalance math.