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To access the open market of the investment world in most cases most asset managers and financial adviser companies need to use multiple custodians with multiple manual processes. An example is shown below of such manual processes, which is often seen by the Gravitas team when they first visit potential clients:


Using the Gravitas platforms manual intervention is reduced to a minimum and the underlying client all their assets in one environment even if the adviser/wealth manager is using multiple brokers and custodians.



Our extensive range of key features, facts and benefits.

  • Single solution Platform, Platform & DFM, Platform, DFM & Insurance Wrapper
  • Fully open architecture capabilities
  • Global coverage of clients and investments
  • Single and regular premium investing
  • Online digital investment trading
  • Multiple custodians
  • Centralised reporting system
  • Client accounts can be held in the currency of your choice
  • Client online account access
  • Administrator track record
  • 24 hour online access
  • Automated account opening
  • Application tracker
  • GDPR compliant
  • Ability to access and transact business from anywhere in the world
  • Add ons including unitiser and lead CRM modules
  • Instant access to client account reports
  • Live price feeds
  • Secure client data storage
  • Multiple account options; General / Trust / Regular Savings
  • Full integrated client management administration platform
  • Client marketing tools
  • Modern, easy to use, user experience
  • Online digital investment trading
  • Automated risk profiling

Our extensive range of key features, facts and benefits.

  • Single solution Platform, Platform & DFM, Platform, DFM & Insurance Wrapper
  • Fully open architecture capabilities
  • Global coverage of clients and investments
  • Single and regular premium investing
  • Online digital investment trading
  • Multiple custodians
  • Centralised reporting system
  • Client accounts can be held in the currency of your choice
  • Client online account access
  • Administrator track record
  • 24 hour online access
  • Automated account opening
  • GDPR compliant
  • Ability to access and transact business from anywhere in the world
  • Add-ons including unitiser and lead CRM modules
  • Instant access to client account reports
  • Live price feeds
  • Secure client data storage
  • Multiple account options; General / Trust / Regular Savings
  • Full integrated client management administration platform
  • Client marketing tools
  • Modern, easy to use, user experience
  • Online digital investment trading
  • Automated risk profiling

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