Gsphere Advisor

Impactful risk and diversification analytics for winning client strategies

Diagnose, repair, then propose verifiably diversified portfolios. Meet your DOL legal requirements to document and archive risk and diversification. Start now!
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RECOMMENDED FOR Wealth Managers, Registered Representatives, Financial Planners, Financial Advisors

FEATURES

Risk Analysis

Diversification Analysis

Diversification Measurement

Portfolio Reports

Website Embedded Portfolio Analysis

Custom Benchmarks

Performance Analysis

Diversification Optimization

Risk Profiling

Comparison Reports

Website Embedded Portfolio Views

Export to Excel

Benchmark Analysis

Portfolio Visualization

Factsheets

Custom Branding

Portfolio Recommendations

Global Security Database

Profit & Loss Report

Risk & Return Charts

Risk Table

Allocation Chart

Rolling Allocation Chart

Report Customization

Correlation Matrix Report

Positive Performance Chart

Diversification Dashboard

Performance Vs Benchmark

Risk & Return Bubble Chart

Custom Glossary

Interactive Gsphere Graphics

Return Table (Calendar, Trailing or Exact Date)

Diversification Source Chart

Asset Performance Spark Charts

Custom Disclosures

Website Embedded Portfolio Analysis

Custom Branded Reports

Website Embedded Portfolio Views

Custom Branded Portal

Risk and Return Forecast Logging

Team and Prospect Sharing

Investor Questionnaire

Max Portfolio Positions

Custom Folders

Ticker Lookup

Notifications

Global Exchange Database

Mutual Funds

Exchange Traded Funds / Closed Funds

Live Chat Support

Basic Training

Email Support

Video Training

Web Support

Optimization Consulting


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