Dynamic Allocation for a Dynamic Market.

Intelligent Allocation is FINIAT’s quantitative portfolio engine, designed to respond to shifting market regimes in real time. It gives advisors the power to position proactively, not reactively.

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Challenge

The Challenge with Static Models

Markets Change, Portfolios Should Too.

Traditional models and risk-based frameworks stay fixed even as volatility, momentum, and macro conditions shift. Advisors are then stuck playing defense, explaining losses that could have been mitigated with a more dynamic approach. This ultimately leads to eroding client confidence in an advisor’s ability to adapt.

Smart Rebalancing

Dynamic Allocation in Action

Adaptive. Systematic. Always aligned

Signals that matter:

Intelligent Allocation monitors volatility, momentum, and macro conditions to anticipate shifts in market regimes.

Dynamic rebalancing

Portfolios automatically adjust across equities, fixed income, alternatives, and cash to capture opportunities and manage risk.

Aligned to goals

Every allocation decision is grounded in each client’s long-term objectives, ensuring strategies evolve without losing direction.

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Performance

Empowering Advisor Performance

Institutional-grade management, built for scale.

Proactive Framework

Apply a repeatable, risk-managed process across your entire book of business. Intelligent Allocation helps you stay ahead of shifting markets, so you can position portfolios proactively rather than explaining losses reactively.

Personalization at Scale

Tailor exposures for individual clients ESG filters, concentrated stock adjustments, or income tilts without sacrificing efficiency or risk controls. Advisors can offer truly customized solutions while maintaining operational consistency.

Trusted Positioning

Demonstrate a disciplined, systematic approach that reinforces your role as a proactive steward of client wealth. With transparent process and adaptive signals, you can clearly show clients how your expertise adds value in real time.

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Confidence

Client Confidence in Every Market

Portfolios adapt to market stress while pursuing growth, delivering smoother returns and clarity for clients. Proactive adjustments enhance trust, highlight advisor expertise, justify fees, and provide a consistent, confidence-building investment experience across cycles.

Smoother returns, stronger confidence.

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Adaptive resilience

Portfolios adjust to market stress while capturing opportunities across cycles — helping manage risk and growth together.

Consistent experience

Clients see a steadier return path and understand why their portfolio evolves with the market.

Perceived advisor value

Proactive adjustments show clients their advisor is actively guiding the process, reinforcing expertise, justifying fees, and strengthening trust in the relationship.

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FINIAT Suite

Personalization. Proactivity. Clarity.

Intelligent Allocation works alongside Intelligent Indexing and AI Insights to form FINIAT’s complete advisor technology suite — helping you deliver institutional-grade strategies, enhanced efficiency, and client-ready communication at scale.

Intelligent Allocation works alongside Intelligent Indexing and AI Insights to form FINIAT’s complete advisor technology suite — helping you deliver institutional-grade strategies, enhanced efficiency, and client-ready communication at scale.

FAQs

Frequently Asked Questions

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What is Intelligent Allocation?

Intelligent Allocation is FINIAT’s quant-driven portfolio strategy that dynamically adjusts asset allocations based on changing market regimes.

How does Intelligent Allocation differ from static model portfolios?

Unlike static models that remain fixed regardless of conditions, Intelligent Allocation responds to shifts in volatility, momentum, and macroeconomic signals.

What type of investors is Intelligent Allocation designed for?

Intelligent Allocation is designed for investors who want a disciplined, adaptive approach to portfolio management. It suits those seeking diversified, risk-aware portfolios that automatically adjust to changing market conditions without requiring constant oversight.

Is AI Insights compliant with regulatory requirements?

AI Insights is designed as a communication aid rather than a regulatory reporting tool. While it helps advisors create clear and consistent client updates, final compliance review and approval remain the responsibility of the advisor or their firm.

How frequently does Intelligent Allocation adjust portfolios?

ntelligent Allocation adjusts portfolios as needed based on market conditions and strategy signals rather than on a fixed schedule. Advisors can also set custom review or rebalance frequencies to match their preferred management style

Does Intelligent Allocation include risk management features?

Yes. It is designed to help reduce downside exposure in unfavorable market regimes while maintaining upside participation in favorable conditions.

Can advisors blend Intelligent Allocation with other strategies?

Yes. Intelligent Allocation can be offered as a standalone portfolio or used alongside other strategies within FINIAT.

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Dynamic Allocation for a Dynamic Market.

The Challenge with Static Models

Markets Change, Portfolios Should Too.

Dynamic Allocation in Action

Empowering Advisor Performance

Client Confidence in Every Market

Personalization. Proactivity. Clarity.

Intelligent Allocation works alongside Intelligent Indexing and AI Insights to form FINIAT’s complete advisor technology suite — helping you deliver institutional-grade strategies, enhanced efficiency, and client-ready communication at scale.

Client Confidence in Every Market

Personalization. Proactivity. Clarity.

Intelligent Allocation works alongside Intelligent Indexing and AI Insights to form FINIAT’s complete advisor technology suite — helping you deliver institutional-grade strategies, enhanced efficiency, and client-ready communication at scale.

Frequently Asked Questions

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