AllocateRite Offers Exclusive Incentive Package to Morningstar Office Clients Amid Sunsetting of Morningstar Office

NEW YORK, Feb. 24, 2025 /PRNewswire/ -- AllocateRite, a leading next-generation AI wealth platform, is offering an exclusive incentive package to Morningstar Office clients as the Morningstar Office platform is phased out. AllocateRite delivers comprehensive TAMP solutions for market analysis, portfolio management, financial reporting, and real-time pricing, among other features. The platform's AI-powered agent, AskNewt, dramatically boosts productivity for advisor workflows, saving up to 75% of time on key tasks.

As a data science-driven company, AllocateRite ensures seamless integration with Morningstar Office client data, enabling a smooth transition and rapid implementation within 4-6 weeks.

Exclusive Incentive Package Includes:

• No Integration Fee
• License Fee Reduction - First Month N/C.
• Two-Year Term Commitment

AllocateRite is committed to providing a hassle-free transition, understanding the importance of continuity for advisors in meeting their clients' financial needs. By offering a full suite of TAMP functionality at an unmatched price point, AllocateRite empowers advisors to streamline their operations without the need for multiple point solutions.

For more information or to take advantage of this limited time offer, contact AllocateRite.

About AllocateRite:

AllocateRite is a data science company with an ensemble of next-generation global wealth and asset management platforms, built natively from the ground up with secure and scalable, cloud-based solutions & modular API's. The powerful combination of data science and AI is present in many of its core functionalities from Financial Planning, Portfolio Management to an Intelligent Order Management System. Embedded with an AI agent "AskNewt"; trained on financial data which automates workflows and uses intelligence to reveal relevant insights into portfolios and securities, including access to real-time, dynamic pricing of over 500k securities.

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SOURCE AllocateRite, LLC