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INSIDE Sphere
Three Modules, One Platform
Sphere's modules work independently or together, helping clients improve investment outcomes, boost efficiency, reduce costs and drive growth.
1
AI-Driven Investment insights
Turn complex market data into unbiased, actionable inputs for strategic and tactical asset allocation. A clear, repeatable market outlook to bring into your committee.
2
Portfolio Studio
Build, personalize and manage thousands of portfolios — embedding your strategy and constraints, while staying aligned with your objectives.
3
StoryFolio
Create custom, coherent and reliable portfolio commentaries with Controlled Generative AI — automating reporting and freeing your team for higher-value work.
What Our Clients Say
“The strategic partnership with MDOTM Ltd is a key step forward for MGIM on our digitalization journey.
By Integrating Artificial Intelligence technology into our processes and decision-making, we have been able to gain additional, unbiased insights that really complement our existing tools and processes".
Ferdi Van Herdeen
Chief Executive Officer,
Momentum Global Investment Management
By Integrating Artificial Intelligence technology into our processes and decision-making, we have been able to gain additional, unbiased insights that really complement our existing tools and processes".
Ferdi Van Herdeen
Chief Executive Officer,
Momentum Global Investment Management
"Producing portfolio reports at scale is complex and time-consuming. We started working with MDOTM because we needed a fast, intelligent solution without having to internalize the entire process. Leveraging AI for portfolio reporting gave us a strong narrative to share with clients, tailored to their specific needs."
Andrea Binelli
Deputy General Manager,
Amundi
Andrea Binelli
Deputy General Manager,
Amundi
"There is a strong interest in exploring an AI-driven approach to defining decision-making processes— a model that is gaining traction not only in the financial sector but also as a framework designed for significant growth. Additionally, we believe this approach serves as an effective sales tool by offering a practical application of AI."
Pietro Scibona
Deputy General Manager,
Banca del Sempione SA
Pietro Scibona
Deputy General Manager,
Banca del Sempione SA
"We are particularly proud of this collaboration with MDOTM, which positions us among the first Asset Managers in the market to integrate AI and Big Data analytics into investment processes. This allows us to enhance our asset allocation strategies and strengthen our competitiveness through innovation."
Mario Romano
Chief Executive Officer,
Sella SGR
Mario Romano
Chief Executive Officer,
Sella SGR
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Use Case
How To Build & Rebalance Portfolios At Scale
Learn how Sphere can help you rebalance portfolios at scale. Understand how Sphere enables the bulk creation and rebalancing of highly customized portfolios.
Download the USE CASE
Use Case
How To Leverage AI-Driven Investment Insights
Learn how Sphere's AI-driven insights work. This document delves into Sphere's first solution, which enhances decision-making by integrating AI insights into your existing processes.
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Use Case
Leveraging StoryFolio For Automated Commentaries
Discover how to create custom portfolio commentaries at scale using StoryFolio. Learn how you can leverage Analytical and Generative AI to streamline your portfolio reporting process.
Download the USE CASE
Research Insights
The 2024 State of AI Research Report
What are asset & wealth managers thinking about AI? Our R&D analysed key insights sourced from global institutional research networks to comprehend leading institutional investors' approach on AI integration for investment decision-making.
Download REPORT
See Sphere In Action
Discover how AI-driven investment insights, portfolio rebalancing at scale and automated commentaries can boost your team's productivity and client engagement.
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