Built Around How You Invest

Asset managers, wealth managers, private banks, banks, insurers and family offices each use Sphere differently — shaped to their workflow, not the other way around.

Used by Portfolio Managers and Investment Strategists

Asset Managers
Models, investment solutions and engagement
Scale model portfolios and investment solutions — funds, ETFs, SMAs, AMCs and personalized mandates — embed your house views across them, and turn reporting into a client-engagement asset, under your own brand.
Modules
Portfolio Studio + StoryFolio.
Use cases
Model portfolios & investment solutions · personalized mandates · automated commentary.

Used by Multi Asset Teams, PMs, Investment Solutions.

Used by Portfolio Managers and Investment Strategists

Wealth Managers & Private Banks
Discretionary and advisory, at scale
Two core activities on the same platform, then delivered into the systems you already run:
Discretionary portfolio management
Build, personalize and maintain thousands of mandates aligned to your strategy — then push output to your execution and booking platforms.
Advisory
Generate proposals, allocations and client-ready narratives — connected to your advisory, CRM and other platforms.

Used by Wealth Managers, Private Banks & Advisors.

Used by CIOs, Investment Committes, Investment Strategists.

Bank & Insurers
Governed AI in the investment process
Bring consistent, auditable AI insights into strategic and tactical asset allocation — with the security and governance large institutions require.
Modules
AI-Driven Investment Insights + Portfolio Studio.
Use Cases
Investment-committee SAA/TAA · quantitative input to model construction · signals for PMs.

Used by Single & Multiple Family Offices

Family Offices
Sharper decisions, beyond your in-house reach
Strengthen allocation and reporting without expanding headcount — an independent, unbiased second opinion plus automated, client-ready output. Sphere gives you the reach of a larger team: manage portfolios across asset classes you wouldn't cover in-house, with full control and one integrated platform.
Broader reach
Extend into asset classes beyond your in-house expertise, without adding specialists.
Full control, one platform
Every portfolio governed, transparent and managed end to end in one place.

On your own portfolios, with your data.

See how Sphere can improve portfolio construction, investment decisions, and client reporting using your own data.

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MDOTM Ltd
MDOTM Ltd. is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals.  MDOTM Ltd. provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM Ltd.’s advisory and its AI platform to support their investment process.
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Book a Custom Demo Today.

Get in touch or talk with our customer success. We will walk you through a personalised version of Sphere and show how you can leverage it in your investment process.

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MDOTM Ltd (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority.