Digital Advice Platform Configurator

We offer incomparable depth of configuration that enables you to Configure Your Robo Advisor Implementation to be an exact match for your business case, investor preferences, brand, and compliance requirements.

About Gravity Investments

Configure your Brand

Configure your Investments

You can choose what investments to use or exclude and create your own themes and select which themes you want to provide

The Best Portfolio Backtester
Portfolio Analysis

Configure your Rules Engine

Our Policy tree is the DNA that gives life to any portfolio. The rules engine in the policy tree is a no-code programming for optimization, automation and backtesting. This rules engine covers nearly 60 rules and can bring nearly any strategy to life.

Configure your Investment Policy Statement

Great custom portfolios begin with an Investment Policy Statement. What do you want in yours?  See ours  in action at

Free Stock Portfolio Analyzer
Stock Portfolio Analyzer

Configure your Asset Allocation

What are your asset classes? How many are there? What goes in them? Use our recommendations or choose for yourself.  How are they constrained? You have full control.

Configure your Workflow

Start with an account review, end with a side by side comparison? Start with a blank slate, get the lead, send a recommendation? Provide a portfolio diagnostic, optimize an overlay and layout the performance variations? We have dozens of workflows to support your unique business process. You gotta see this.

Portfolio Builder

Configure your Investor Objectives

Investors are unique and have objectives beyond just risk and return. Offer customized objectives to help investors optimize the the right target.

investor objectives screenshot
Free Portfolio Stock Analyzer

Configure your Integrations

The ultimate digital advice platform must fit your business and tech stack.  Whether it’s  marketing automation, CRM, PMS, OMS, Aggregators & Custodians. We make sure it fits. Seamless workflows.  Built to Scale.


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:

Request a Price Quote / Meeting