Trusted by leading financial institutions
Everything you need to manage wealth
Powerful features designed for professionals who demand the best
Portfolio Tracking
Real-time monitoring of all your investments across multiple asset classes in one unified dashboard.
Multi-Currency Support
Track investments in any currency with automatic conversion to your base currency.
Performance Analytics
Detailed performance metrics, charts, and insights to help you make informed decisions.
Professional Reports
Generate beautiful PDF reports for tax planning, performance reviews, and client presentations.
Advisor Tools
Manage multiple clients effortlessly with dedicated advisor views and client management.
Bank-Grade Security
Your data is protected with enterprise-level encryption and security measures.
Plans built for modern portfolio teams
Choose the plan that matches your investing style or advisory workflow.
Essential
For individual investors building disciplined portfolios.
- Single portfolio
- Core analytics
- Mobile access
- Email support
Advisor
For advisors and multi-family offices managing clients.
- Unlimited portfolios
- Client reporting
- Multi-currency analytics
- Priority support
Enterprise
For firms that need onboarding, SSO, and custom data workflows.
- Dedicated onboarding
- API access
- SSO + audit logs
- SLA support
Manage your portfolio on the go
Access your investments anytime, anywhere with our powerful mobile app
Market
Track popular stocks and market trends
Loved by wealth managers worldwide
See what our customers have to say about their experience with Allocare
Allocare transformed how I manage my clients' portfolios. The reporting feature alone saved me hours every week.
Sarah Chen
Wealth Manager at Chen Financial Advisory
The best investment tracking tool I've used. Clean interface, powerful features, and excellent customer support.
Michael Roberts
Independent Investor
Finally, a platform that understands what financial advisors need. Multi-currency support is a game-changer.
Elena Rodriguez
Senior Financial Advisor at Global Wealth Partners
Why choose Allocare?
Built by wealth managers, for wealth managers. We understand your needs because we've been in your shoes.
- Unlimited portfolios and positions
- Real-time market data integration
- Automated transaction tracking
- Custom asset class categories
- Multi-user access with roles
- API access for integrations
$2B+
Assets Tracked
500+
Active Users
99.9%
Uptime
24/7
Support