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

Innovative FinTech integrates cutting edge TradeIt platform to let retail investors instantly place securities orders

​​​​​​​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 brokerage account and sending order messages to their broker directly from ActiveAllocator’s platform. To take advantage of this feature, users login to their broker via secure oAuth popup, specify the type of order and number of securities to trade generated by ActiveAllocator, and execute the trade to optimize their portfolios. TradeIt further provides real-time portfolio data from the user’s brokerage firm, which is imported into ActiveAllocator to provide the most current picture of their portfolio's forward facing characteristics.

Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "Our integration with TradeIt for trade execution will now allow our customers to optimize their portfolios by buying or selling publicly listed equities and exchange-traded funds (ETFs) with their choice of broker. They can now trade securely, safely and quickly through most of the popular brokerages."

"TradeIt is fast becoming the platform of choice for seamless order execution through many of the large brokerages," said Nathan Richardson, co-founder and CEO of TradeIt. "Our partnership with ActiveAllocator helps financial advisors and retail investors to increase their investible universe, makes for automated implementation, permits scalability in managing assets, eases trading and periodic rebalancing and helps express house views while making strategic allocation decisions."

​ActiveAllocator helps investors go beyond traditional model portfolios by utilizing disruptive technology driven personalization for purposes of creating directional, semi-directional and non-directional market exposures. In fostering trade execution, it further augments advisor-client interactions by bringing in analytics driven, fact based, collaborative, product agnostic thinking to investment decision making. This enables financial advisors who offer various types of advisory services and programs, including wrap programs, mutual fund asset allocation programs, financial planning services, retirement plan consulting services, investment research, and other customized advisory services to bring added value to their practices.

About ActiveAllocator

​ is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within recommended portfolios. A FinTech digital disruptor, ActiveAllocator offers financial advisors a seamless way to understand and assess alternative investments’ potential contributions within the context of their client’s actual portfolio holdings. ActiveAllocator can help advisors allocate client assets appropriately, as well as to identify and gain exposure to an appropriate set of active managers and funds.


​TradeIt is a technology that connects developers to major US brokerage firms with a single, modernized API integration. App publishers use TradeIt to embed multi-broker trading functionality that makes their content actionable for their users. TradeIt is live on 30 apps for investors and boasts 80 content partners across the digital finance ecosystem. For more information please visit

Email: media(at)activeallocator(dot)com
Phone: +1 312 498 1903​​

Source: Active Allocator


Categories: Finance, Asset Management, Investments

Tags: ActiveAllocator, Asset Allocation, Fintech, MIT, Robo Advisor

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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

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