6 Steps to Implement Your Robo Advisor
Step 1: Highlight Your Value and Expertise:
Map out your vision for the client experience and the portfolio solutions you want to offer.
Step 2: Put Gravity to Work on the Details:
Collaborate with our portfolio team on your digital advice solutions.
Step 3: Gravity Creates, Optimizes, and Backtests Your Portfolios:
Validating performance on the rules based approach using Gravity’s industry leading optimization rules engine.
Step 4: Upgrade Your Clients:
Give them more for less.
Step 5: Win New Business and Develop New Channels:
Use Gsphere to analyze, illustrate, propose, close, and onboard new clients.
Step 6: Make More Money:
Step back while Gravity manages and automates the portfolio strategies. Step in to update the process anytime.