Stop wasting time manually calculating tax-efficient asset placement. AllocateKit automatically optimizes your clients' portfolios across all account types.
Upload accounts, set target allocation, get tax-optimized recommendations in seconds. No spreadsheets, no manual calculations.
Automatically places stocks in Roth/HSA, bonds in tax-deferred, and optimizes taxable accounts for maximum tax efficiency.
Generate professional PDFs and PowerPoint presentations with one click. Ready to present to clients immediately.
401k, 403b, Roth IRA, HSA, 529, UTMA/UGMA, and more
Lock specific accounts to avoid triggering capital gains taxes
Edit any allocation with real-time validation and warnings
Upload portfolio screenshots, we extract accounts automatically
Manual spreadsheet calculations, error-prone formulas, hours of work per client, inconsistent recommendations
Upload → Optimize → Export. Done in 3 minutes. Consistent, accurate, professional every time.
Start free, upgrade as you grow
Perfect for trying out AllocateKit
For practicing financial advisors
Custom solutions for firms
Join financial advisors who've already automated their tax-optimized allocation process
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