Diversification

Insurance

Gsphere Web can help reps properly size and construct portfolio including variable annuities. In addition, reps can use Gsphere to create a client centric holistic financial model that optimizes the portfolio and allocations to insurance and fund products. Internal wholesales leverage the platform for recruiting and channel penetration.

Insurance companies with captive reps can use our broker-dealer distribution technologies to facilitate systematic and compliance friendly and performance optimized recommendations.

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. Our financial engineering unit is available to help in product creation and our marketing unit is available to advise on campaign design to maximize uptake.