Chairman of the Veritas Group – Derry Thornalley
“Simply put, we are different to every other investment platform on the market due to a combination of the following:
First and foremost, we are service provider. Our clients are professionals in the finance sector, which include: adviser companies, insurance brokers, asset managers, trustees, family offices and private banks.
At Gravitas, we acknowledge our growth can only come through the success of our client’s businesses and with this in mind we provide market leading tools and systems as a standard, which can then be tailored specifically for each of our clients’ requirements.
As a simple example, our International Investment Platform offering, namely the Veri Platform Account has the ability to be branded to our client’s specification. Most platforms speak of ‘white-labelling’ which at best includes a company’s logo available on a landing page. At Gravitas, branding is taken to a whole new level. We recognise that the needs of our clients’ companies are complex and their marketing strategies and media presence differ vastly in having adapted one or a number of the following initiatives:
Facebook, Twitter, Instagram, etc.
Advertisements, personnel, local, business premise, etc.
Advertisement, tutorial, corporate, etc.
Widgets, gifs, links to other company sites/pages, links to associated third party providers.
Our clients can have any, all or a combination of the above on their Veri Platform white labelled product as standard.
We support our clients with a design and development team that enhances their company’s branding and marketing initiatives, creating bespoke literature, images and API links between their existing systems and ours.
Another example is Investment Custody.
We are custody agnostic and can accommodate unlimited custodian feeds into our system. We would also not interrupt any existing relationships a client may have with an existing broker if they do not wish us to. This is further coupled with the ability to trade standard (e.g. mutual funds) and non standard investments (e.g. structured notes and bonds)
Single point of administration and trading.
Single comprehensive statement.
Single investment performance review analysis over a client’s complete holdings.
Single reporting mechanism.
Single company audit resource.
These are just two of the many ways that Gravitas is different from the rest and we find if we are given the opportunity to listen to what a company wants from and investment platform and then demonstrate what we have to offer, the responses we receive are nearly always in the vein of, “What is there not to like!”
As Chairman if the group, I believe the ‘secret sauce’ is made in our first meeting with our new clients, after that we make their requirements become a reality”.
Derry Thornalley