A Global Asset Product

The professional terminal for portfolio and money-flow intelligence.

G+ Terminal supports asset managers, wealth managers, financial advisers and family offices with a structured environment for portfolio intelligence, money-flow analysis, risk oversight and client management.

Professional positioning

Built for the people who make investment decisions.

Asset managers
Structured portfolio oversight across mandates.
Wealth managers
A single environment for portfolio and client work.
Financial advisers
Suitability, risk and decision history in one place.
Family offices
Consolidated visibility with disciplined workflows.

Follow the flow of money

Understand where capital is moving before it moves you.

G+ Terminal is designed to map capital rotation across geographies, sectors and asset classes, and translate that structural view into portfolio-level decisions.

Follow the flow of money
  • Sector and geography rotation mapped on a consistent framework.
  • Flow signals translated into portfolio-level implications.
  • Regime context preserved alongside every reading.

Portfolio intelligence

A disciplined framework for professional portfolios.

Model portfolios, allocation logic, rebalancing checkpoints, and performance recap — organised for professional review, not retail speculation.

Portfolio intelligence
  • Mandate-driven allocation with explicit constraints.
  • Rebalancing checkpoints and sizing discipline.
  • Performance recap organised for professional review.

Asset, macro, news, correlation

Four intelligence layers, one terminal.

Asset intelligence
Structured asset-level analysis with technical and fundamental context.
Macro rotation
Sector and macro ETF rotation to align portfolios with regime.
News intelligence
Contextual news screening filtered for professional decision-making.
Correlations
Correlation analysis to identify concentration and diversification risk.

Risk intelligence

Structural risk oversight, not decorative charts.

Portfolio-level risk views built to support suitability, exposure and drawdown discipline.

Risk intelligence
  • Concentration and correlation exposure made explicit.
  • Drawdown and volatility framed at portfolio level.
  • Suitability constraints enforced, not suggested.

Professional client management

A workspace that respects the client relationship.

Client suitability, factsheets, reports and a shared professional workspace organised around the advisory mandate.

Professional client management
  • Suitability profiles linked to every mandate.
  • Factsheets and reports generated from live positions.
  • Shared workspace with role-based visibility.

Performance & decision audit

A complete decision history for the record.

Every meaningful decision is preserved for review, compliance and continuous methodology improvement.

Performance & decision audit
  • Immutable record of every decision and its rationale.
  • Methodology version attached to each outcome.
  • Compliance-ready export of the decision trail.

G+ Professional

One plan. Full access.

A single professional subscription designed for daily use inside advisory and asset-management teams.

$599/month
USD · Billed monthly

Get started

Explore G+ Terminal on your own terms.

Every function is available during the demo. Portfolio asset identities remain masked.