Build, rebalance and explain portfolios with AI

Sphere is the
AI platform for investment managers

Discover how Sphere empowers asset & wealth managers with AI-driven insights, seamless portfolio rebalancing, and automated reports at scale

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Sphere's Solutions
Sphere offers 3 solutions for your processes

Discover how you can leverage Sphere's solutions to enhance your investment decision-making.

1
AI-Driven Investment insights
Used by:
CIOs, Investments Committees and Investment Strategists
What you get:
Timely & unbiased investment insights, including a comprehensive market outlook across various asset classes and a market regime analysis.
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2
Portfolio Studio
Used by:
CIOs, Portfolio Managers, & Multi-Asset Teams
What you get:
A smooth and optimal portfolio construction that reduces deviations from your targets. Easily rebalance thousands of portfolios simultaneously with customized goals and targets.
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3
Automated Portfolio Commentaries
Used by:
Portfolio Managers & Multi-Asset Teams
What you get:
The generation of custom portfolio commentaries at scale with ease. Sphere leverages controlled Generative AI, which allows for the creation of custom & reliable commentaries for every single portfolio.
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DOWNLOAD use case
What Our Clients Say
“The strategic partnership with MDOTM Ltd is a key step forward for MGIM on our digitalization journey. By Integrating AI technology into our processes and decision-making it allows us to gain additional unbiased insights that complement our existing tools and processes”

Ferdi Van Herdeen
Chief Executive Officer,
Momentum Global Investment Management
"There is a strong interest in exploring a new, 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
"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
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
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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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.