Description

By adding our fully interactive, deeply customizable & brandable Investment Policy Statement (IPS) to your website, you can help prospects and their families become engaged and successful. An IPS lets investors articulate the rules that they want their portfolio to follow. Take a look at how it can be configured here: https://gravityinvestments.com/configurator/

The Investment Policy Statement is a full fledged portfolio design tool with state of the art portfolio optimization, analytics and automation by default.

The Investment Policy Statement can be seen in action here: https://www.gsphere.net/ips-index

Investment Policy Statement is one of our interactive website tools and have full access to our rules engine for portfolio construction. It is also built using our API: https://api.gsphere.net/index.html

The IPS is available only to Enterprise clients.