best portfolio analytics
Free investment portfolio tracker with real-time performance charts and asset allocation summaries.
best portfolio analytics
Asset Allocation Software
Professional colors like navy blue, dark gray, white, and subtle green to evoke trust, stability, and growth.
3D visualizations of an investment portfolio, showing dynamic pie charts, bar graphs, and growth trajectories.
Free investment optimization software with graphs and algorithms enhancing portfolio performance.
Asset allocation chart displaying a diversified portfolio with stocks, bonds, and other investment categories.
Comprehensive financial portfolio analysis with performance metrics, risk assessment, and growth charts.

Private-Branding

$100.00 / month and a $495.00 sign-up fee

Category:

Description

Some of the deepest custom branding in the whole investment management industry:

  • Customize the color palette
  • Customize the font
  • Customize the link
  • Dark or light theme
  • Customize your contact data
  • Customize risk disclosures
  • Your Logo & Name

 

See the screenshot gallery.

Note:   workflow customizations are available through Enterprise agreements.  Also for brands that need total control on the UI  / UX :  No Problem – you can use our API for all the portfolio construction / optimization and analytics stuff.

We implement custom branding with SCSS so just email your CSS and we will set it up for you,  usually delivered in under one week, subject to your approval.

For the remaining enterprise configurations please see: https://gravityinvestments.com/configurator/   This add on is for the branding configuration only.  Custom workflows and custom Investment Policy Statements are for enterprise clients only.  The rest of the stuff on the configurator page you will be able to do with the Portfolio Manager license.

Private Branding is a pre-requisite for additional users, notifications and trading integrations.

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