CEO – 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, both of International Investment Platform offerings, namely the VIP Account and the IIP Account have 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:

Social Media

Facebook, Twitter, Instagram, ect, ect

Imagery

Advertisements, personnel, local, business premise, etc, etc

Video

Advertisement, tutorial, corporate, ect, ect

Interactive

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 IIP or VIP 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 CEO of the Company, 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

ADVANTAGES OF USING THE GRAVITAS PLATFORMS

KEY FEATURES & BENEFITS

  • Unlimited custodians
  • 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.
  • Fully branded
  • Flexible charging structures
  • Single and regular premium investing
  • Fully open architecture investment options and fee structures both standard and non standard
  • Online digital investment trading
  • Client accounts can be held in the currency of your choice
  • Client online account access
  • Model portfolio allocation options and automated rebalancing via the ‘Model Manager’
  • 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 unitisation and and lead CRM modules
  • Instant access to client account reports
  • Live price feeds
  • Secure client data storage
  • Multiple account options; General / Trust / Regular Savings etc
  • Full integrated client management administration platform
  • Client marketing tools
  • Modern, easy to use, user experience

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