Bank or Broker Dealer Technology

Deliver Better Portfolio Solutions -> Better Investment outcomes and a healthier business as well.

Locate and save vulnerable accounts, diversify, optimize and automate strategies all the while improving margins, revenue and take rate.

Demonstrate and document a fiduciary-complaint process in accordance with best interest and laws requiring the documentation and mitigation of conflicts of interest for dually registered representatives that offer commissioned products.

Our objective optimization delivers solutions that meet the requirements for skill, loyalty and prudence.

What do you want to achieve?

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PORTFOLIO OPTIMIZATION

Software For Advisors

Gsphere is a powerful digital advice platform that features Gravity’s pioneering work in the science of diversification. Portfolio Re-Optimization Technology raises the standard of asset allocation with strong analytics, onboarding proposals, backtesting, and automation.

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CLIENT TESTIMONIALS

“Your graphics are spectacular and diversification maximization may be the next hot thing.”

Harry Markowitz1991 Nobel Laureate in Economics

"Absolutely no other program today can create a truly diversified optimal portfolio! You will regret not having it when you see your competition using it with your clients!”

Larry DuncanStrategic Planning Partners

“With G-Sphere I close 30% more business and 50% more high-net-worth business.”

Kelly CurtisRoyal Alliance / AIG

All of these go to show the relative cover that Gsphere can provide by not only educating investors on the benefits of diversification, but providing practical tools for indicating the other baskets where they may put their eggs.

Obi OnyeasoCamelot Capital Partners

“People (investors) are so thrilled when I put it up on the big screen. They intuitively understand it when they see it.”

Greg FergusonFerguson Financial Group

“Gravity Investments is re-writing the asset allocation space. I would not be surprised to see G-Sphere become the next Bloomberg story.”

Richard BornhoftThe Bornhoft Group

There is no question that Gravity is, by far, the best software of its kind on the street.

Tom HardinCanterbury Investments

Features

Whether you want to implement your own digital advisors platform, provide
recommendations, get compliant on diversification and process documentation,
or just create better portfolios; we got you covered:

A systematic process is good. Mean-variance optimization is better, but we think Diversification Optimization gives your investors the best chance to maximize their performance.

A picture is worth a thousand words. So tell investors what they need to learn about diversification and risk using our layered holistic portfolio view. With balance depicted as physical balance, it could not be more intuitive. It’s like a 3D MRI for your investing account.

Asset allocation is when you designate a plan to follow. Portfolio optimization is when you perform asset allocation efficiently, given the investor’s objectives. Finally, portfolio Re-Optimization is when you optimize the portfolio regularly, knowing that the markets will constantly be changing and the best portfolios change with the times. Combining diversification and re-optimization with a hint of momentum, we think there is a sweet spot that won’t chase performance, stays in tune with the market, and protects investor capital from unknown risks.

Portfolio Backtesting shows how the investment strategy performs over time. When creating custom portfolio strategies for investors, the backtest serves as a crucial proof statement.

We patented Diversification Optimization, Diversification Visualization, and Diversification Measurement. It’s time to bring diversification to the table for all of your investor conversations. Risk, return, and diversification. And since most investors have much worse diversification than they think, you can objectively illustrate how they are positioned and what they need to do to fix it.

Portfolio Comparisons is the ultimate before and after tool. Put it on the big screen and win more HNW business. Offer a free portfolio review. Teach, visualize and practice better diversification.

An optimal portfolio is only optimal if it is implemented. Often, we need to specify the blueprints of the portfolio strategy to ensure we don’t take on additional risk by succumbing to various concentrations. We control these concentrations and risks to help ensure a pragmatic, implementable portfolio by providing constraints: This includes minimum & maximum position contractions, threshold constraints, and group constraints by various classifications such as sector, industry, asset class, and asset type.

Our unique Policy Tree is unlike anything you’ve seen in the industry. It is a powerful rules engine that combines rules governing how a portfolio gets built, managed, and automated. It can create portfolios of almost any strategy and combines different investment sets and user preferences to create the perfect customized optimal portfolio for your investors.

Performance Analytics

Evaluate your performance and see results yourself

What are they saying?

Over the last 15 years not much genuinely new has occurred in the application of Asset Allocation/optimization software. The Gsphere system brings an authentically new technology to the problem of diversification. Not only does it provide a new way to view diversification, it gives the user the power to construct portfolios of nearly any group of asset classes or individual investments and literally see how they work together. Moreover, the Gsphere software’s new conceptions and applications of risk adjustments have real world application to clients and advisors. It fully supports advisors to give better investment advice while also providing clients with superior risk adjusted returns. Add to this the transparent automation of an advisor’s routines with overall ease of use and clearly Gsphere is nothing less than a revolution in the field.