Quant platform for financial firms
More client time for every adviser.
Gro automates the analysis, monitoring and record-keeping behind every client review. Advisers keep the decisions.
The problem
Advisers spend 33% of their day with clients.
The rest goes on work that keeps the business running but not the client relationship.
- Reports and plans
- 20%
- Compliance and admin
- 18%
- Research and reviews
- 12%
Source: Fidelity Adviser Solutions, IFA DNA 2025, 209 UK advisers.
What Gro does
Gro takes the work out of half an adviser's day.
Reports and plans
Portfolio analysis, simulations and the chance of reaching each goal are calculated for every client automatically.
Compliance and admin
Every decision, override and change is recorded as it happens, with who made it and why.
Research and reviews
Gro checks every portfolio on a schedule and flags only the clients who need attention.
The value of Gro
Gro saves each adviser 1.8 hours a day.
It automates reports, compliance and research, so advisers spend more time with clients.
Every working day
- Adviser time saved
- 45hours
- Value of that time
- £4,725
Over 1 year
- Adviser time saved
- 11,340hours
- Value of that time
- £1.2m
How it works
Four steps from setup to automated reviews.
Connect
EODHD market data is included, so Gro works from day one. Connect your own data provider and the broker you already use if you prefer.
Set up
Set target weights, risk limits and what triggers a review. Done once, on a visual canvas, with no coding.
Test
Run the setup against past markets and thousands of simulated futures before anything goes live.
Run
Gro monitors every portfolio, prepares the analysis and proposes trades. The adviser approves, and trades run through your broker.
Performance
Tested over ten years.
From October 2016 to September 2026, £1,000 plus £180 a month in a Gro portfolio reached £49,835. The same contributions in a global index fund reached £46,719.
| Gro portfolio | Global index fund | |
|---|---|---|
| Final value | £49,835 | £46,719 |
| Yearly return | 13.9% | 12.8% |
| Largest fall | 13.5% | 14.9% |
Backtested results, not live trading. Excludes dealing costs, platform fees and tax. Past performance is not a reliable indicator of future results.
Every decision on record
Every decision, across every firm, on one record.
Gro records every recommendation, approval and override, with who made it, when and why. Records cannot be edited or deleted, and compliance can search them by client, adviser or firm.
Recorded for every decision
- Who
- The adviser, team member or system that acted
- When
- Date and time of every action
- What
- The change, with before and after values
- Why
- The reason given for every action
- Where
- The client and the firm it applies to
Ways to use Gro
Three ways to use the platform.
API
Connect Gro to your own systems. You keep your screens; Gro provides the models, monitoring and records behind them. Billed on usage.
White label
The complete Gro platform with your logo, colours and web address.
SaaS
The ready-made Gro platform. Advisers log in and start straight away.
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