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.