Newsroom of

Active Allocator

20 Newport Parkway 2005
Jersey City, NJ 07310
Phone: 3124981903
Website: http://WWW.ACTIVEALLOCATOR.COM

A Financial Technology firm it is the world's first and only online asset allocation and portfolio construction portal for financial advisors to seamlessly include traditional, illiquid and alternative investments in portfolios.

Active Allocator Announces Agreement With View Capital Advisors, LLC

Active Allocator LLC (“ActiveAllocator”) announced today a multi-year agreement with View Capital Advisors, LLC (“View Capital”). View Capital, an early adopter of the ActiveAllocator methodology and system for strategic asset allocation, analyzes, optimizes and provides investment portfolio expression for its…

Active Allocator Announces 2017 Highlights

Active Allocator Announces 2017 Highlights

​​​​​​Active Allocator Holdings LLC ("ActiveAllocator”) announced today highlights of business milestones met in 2017. Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "We couldn’t be more proud of our team’s achievements this year. Among other milestones, we have enhanced our…

Active Allocator Adds Akl Noun to Executive Management Team

Active Allocator Adds Akl Noun to Executive Management Team

​Active Allocator Inc ("ActiveAllocator”) announced today the appointment of Akl Noun as Partner effective immediately. Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "We are privileged and delighted to welcome Dr. Noun to the ActiveAllocator team. Wealth and asset management…

Active Allocator Adds Shakil Ahmed to Board

Active Allocator Adds Shakil Ahmed to Board

Active Allocator Holdings LLC ("ActiveAllocator") announced today the appointment of Shakil Ahmed as advisory board member effective immediately. Sameer Jain and Brian Jones, ActiveAllocator's co-founders, noted, "We are privileged and delighted to welcome Shakil. He is probably one of the…

Active Allocator Adds Ken Shoji to Advisory Board

Active Allocator Adds Ken Shoji to Advisory Board

Active Allocator Holdings LLC ("ActiveAllocator") announced today the appointment of Ken Shoji as advisory board member effective immediately. Sameer Jain and Brian Jones, ActiveAllocator's co-founders, noted, "We are privileged and delighted to welcome Ken Shoji to our advisory board. Mr.…

ActiveAllocator Announces Integration With Morningstar® ByAllAccounts℠ Service

ActiveAllocator Announces Integration With Morningstar® ByAllAccounts℠ Service

Active Allocator Holdings LLC ("ActiveAllocator”), the leading asset allocation optimization and portfolio construction portal for financial and investment advisors, today announced the launch of automatic client account and holdings aggregation using Morningstar® ByAllAccounts℠​. The newly released feature allows ActiveAllocator users…

Active Allocator Partners With TradeIt to Enable Multi-Broker Portfolio Optimization Execution

Active Allocator Partners With TradeIt to Enable Multi-Broker Portfolio Optimization Execution

​​​​​​​Active Allocator Holdings LLC ("ActiveAllocator”) announced integration with TradeIt, a proprietary order management system which securely routes trade orders to brokers to facilitate securities order execution. This partnership enables investors to optimize their existing portfolios on ActiveAllocator by linking their…

Manoj Shahi Joins Active Allocator Technical Advisory Board

Manoj Shahi Joins Active Allocator Technical Advisory Board

Active Allocator Holdings LLC ("ActiveAllocator”) announced the appointment of Manoj Shahi as technical advisory board member effective immediately. Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "We are privileged and delighted to welcome Manoj Shahi to the ActiveAllocator team. He is…

John Grady Joins Active Allocator Advisory Board

John Grady Joins Active Allocator Advisory Board

​​​Active Allocator Holdings LLC ("ActiveAllocator”) announced the appointment of John Grady as advisory board member effective immediately. “John's broad experience across SEC-registered and unregistered investment funds, advisory firms, broker-dealers, and other financial institutions on a broad range of investment and…

ActiveAllocator Announces Major Market Data Infrastructure Enhancements

ActiveAllocator Announces Major Market Data Infrastructure Enhancements

​​Allocator Holdings LLC ("ActiveAllocator"), a financial technology company that owns the world's first and only asset allocation portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios, announced today a milestone in the evolution of its asset allocation platform:…

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