iA iAllocate.me

Your Investing Advantage

No one cares more about your finances than you do. Our platform will not only help you understand more about yourself and your investments, but also enable you to finally do something about it.

Find out your investor profile now!

We’re here to help you with the investing process. iAllocate.me is an intuitive, intelligent investment planning tool that understands your needs as an investor.

Our proprietary software intelligently analyzes your responses to the investor profile survey to suggest the best allocation match for your situation.

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Our Process

Fill out a simple 10 question survey to find out your investor score and profile.

Get your personalized asset allocation based on your investor profile.

Get an optimized, fund family bias free ETF allocation and investment report.

Connect with an investment professional to discuss your investments.

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