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.
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.
The Policy Tree
Evaluate your performance and see results yourself
What are they saying?
Jeremy J. Black
Founder and inventor of RAMCAP, the "intelligent asset allocator" one of the first desktop investment diversification systems; Former Adjunct professor to the College for Financial Planning; Co-Creator of one of the first "Fund of Funds" hedge funds - twice named in the top 10 by the Wall Street Journal.