Are your Portfolio Strategies Worthy of Referrals?
Analyze Portfolios, Expose Risks, Find Opportunities, Create, Optimize and Automate.
  • Diversification
  • Measure
  • Visualize
  • Optimize
  • Automate
USE CASE

Analyze any Portfolio

Create a Proposal

Compare Portfolios

Score Portfolio Diversification

Advice and Educate Investors

Differentiate your Business

Test Portfolio Variations

Engage Investors Online

Optimize a Portfolio

Create Model Portfolios

Create a Custom Portfolio Strategy

Systematize any Strategy

Curate and Log Buy Lists

Document Your Investment Process

Backtest a Strategy

Core - Satellite Strategies

Overlays

Automate a Strategy

Online Transfer and Funding

Online Investor Portal

RECOMMENDED FOR Wealth Managers, Registered Representatives, Financial Planners, Financial Advisors
FEATURES

Risk Analysis

Performance Analysis

Benchmark Analysis

Diversification Analysis

Custom Branding

Portfolio Visualization

Diversification Measurement

Risk Profiling

Factsheets

Portfolio Reports

Comparison Reports

Website Embedded Portfolio Analysis

Website Embedded Portfolio Views

Portfolio Recommendations

Custom Benchmarks

Export to Excel

Global Security Database

Diversification Optimization

Import Your own Assets

Portfolios of Portfolios

Monte Carlo Simulation

Automatic Monitoring

Automatic Rebalancing

Automatic Re-Optimization

Constraints

Automatic Stop-Loss Risk Protection

Short Selling

Capital Market Assumptions Engine

Multi-Sampling

Online Investor Portal

Case Work Support

Automatic Strategy Execution

Performance Reporting

  • Diversification
  • Measure
  • Visualize
  • Optimize
  • Automate
Gsphere Portfolio Manager
More Details
More Details
USE CASE

Analyze any Portfolio

Create a Proposal

Compare Portfolios

Score Portfolio Diversification

Advice and Educate Investors

Differentiate your Business

Test Portfolio Variations

Engage Investors Online

Optimize a Portfolio

Create Model Portfolios

Create a Custom Portfolio Strategy

Systematize any Strategy

Curate and Log Buy Lists

Document Your Investment Process

Backtest a Strategy

Core - Satellite Strategies

Overlays

Automate a Strategy

Online Transfer and Funding

Online Investor Portal

RECOMMENDED FOR Wealth Managers, Bank Trusts, Investment Managers, Family Offices, Hedge Funds
FEATURES

Risk Analysis

Performance Analysis

Benchmark Analysis

Diversification Analysis

Custom Branding

Portfolio Visualization

Diversification Measurement

Risk Profiling

Factsheets

Portfolio Reports

Comparison Reports

Website Embedded Portfolio Analysis

Website Embedded Portfolio Views

Portfolio Recommendations

Custom Benchmarks

Export to Excel

Global Security Database

Diversification Optimization

Import Your own Assets

Portfolios of Portfolios

Monte Carlo Simulation

Automatic Monitoring

Automatic Rebalancing

Automatic Re-Optimization

Constraints

Automatic Stop-Loss Risk Protection

Short Selling

Capital Market Assumptions Engine

Multi-Sampling

Online Investor Portal

Case Work Support

Automatic Strategy Execution

Performance Reporting

  • Diversification
  • Measure
  • Visualize
  • Optimize
  • Automate
Gsphere Robo Advisor
More Details
USE CASE

Analyze any Portfolio

Create a Proposal

Compare Portfolios

Score Portfolio Diversification

Advice and Educate Investors

Differentiate your Business

Test Portfolio Variations

Engage Investors Online

Optimize a Portfolio

Create Model Portfolios

Create a Custom Portfolio Strategy

Systematize any Strategy

Curate and Log Buy Lists

Document Your Investment Process

Backtest a Strategy

Core - Satellite Strategies

Overlays

Automate a Strategy

Online Transfer and Funding

Online Investor Portal

RECOMMENDED FOR Wealth Managers, Bank Trusts, Investment Managers, Broker Dealers, Plan Fiduciaries
FEATURES

Risk Analysis

Performance Analysis

Benchmark Analysis

Diversification Analysis

Custom Branding

Portfolio Visualization

Diversification Measurement

Risk Profiling

Factsheets

Portfolio Reports

Comparison Reports

Website Embedded Portfolio Analysis

Website Embedded Portfolio Views

Portfolio Recommendations

Custom Benchmarks

Export to Excel

Global Security Database

Diversification Optimization

Import Your own Assets

Portfolios of Portfolios

Monte Carlo Simulation

Automatic Monitoring

Automatic Rebalancing

Automatic Re-Optimization

Constraints

Automatic Stop-Loss Risk Protection

Short Selling

Capital Market Assumptions Engine

Multi-Sampling

Online Investor Portal

Case Work Support

Automatic Strategy Execution

Performance Reporting

  • Diversification
  • Measure
  • Visualize
  • Optimize
  • Automate
Enterprise Digital Wealth Platform
More Details
USE CASE

Analyze any Portfolio

Create a Proposal

Compare Portfolios

Score Portfolio Diversification

Advice and Educate Investors

Differentiate your Business

Test Portfolio Variations

Engage Investors Online

Optimize a Portfolio

Create Model Portfolios

Create a Custom Portfolio Strategy

Systematize any Strategy

Curate and Log Buy Lists

Document Your Investment Process

Backtest a Strategy

Core - Satellite Strategies

Overlays

Automate a Strategy

Online Transfer and Funding

Online Investor Portal

RECOMMENDED FOR Larger Financial institutions with at least 50 advisors
FEATURES

Risk Analysis

Performance Analysis

Benchmark Analysis

Diversification Analysis

Custom Branding

Portfolio Visualization

Diversification Measurement

Risk Profiling

Factsheets

Portfolio Reports

Comparison Reports

Website Embedded Portfolio Analysis

Website Embedded Portfolio Views

Portfolio Recommendations

Custom Benchmarks

Export to Excel

Global Security Database

Diversification Optimization

Import Your own Assets

Portfolios of Portfolios

Monte Carlo Simulation

Automatic Monitoring

Automatic Rebalancing

Automatic Re-Optimization

Constraints

Automatic Stop-Loss Risk Protection

Short Selling

Capital Market Assumptions Engine

Multi-Sampling

Online Investor Portal

Case Work Support

Automatic Strategy Execution

Performance Reporting