Diversification

Broker Dealers

Gsphere web services are a platform designed for deployment by broker dealers for reps. The platform has very strong functionality, but most of the functionality is suppressed for the rep to facilitate rapid proposal creation. Gsphere web has many advantages but primarily is an asset aggregation platform, enabling reps to build fee based business and generate product sales and recommendations. Sales and recommendations produced by the system are unbiased and based on True Diversification. Gsphere Web has strong compliance controls that ensure reps build prudent portfolios.

Our web asset aggregation platforms are best optimized when integrated with order management and execution systems ensuring stream less and paperless transactions. Integrations with performance reporting, accounting and CRM systems facilitate the workflow of reps, who can create customized recommendations and illustrations rapidly.