What are portfolio notifications?

Portfolio notifications are alerts sent to investors to keep them updated on important changes, activities, or events related to their investment portfolios. These can include market movements, transaction updates, performance summaries, and more.

How can I receive portfolio notifications?

You can receive portfolio notifications via email, SMS, or through a mobile app, depending on the options provided by your investment platform. Make sure your contact information is up-to-date and notification settings are correctly configured.

What types of notifications can I expect?

Notifications may include: Market Movements: Alerts about significant changes in the market that might affect your portfolio. Transaction Updates: Confirmation of buy/sell transactions, dividends, or interest payments. Performance Summaries: Regular updates on the performance of your investments. Alerts on Rebalancing: Notifications when your portfolio needs rebalancing to maintain your desired asset allocation. News Alerts: Relevant news that might impact your investments.

How frequently will I receive notifications?

The frequency of notifications can often be customized to suit your preferences. Options might include real-time alerts, daily summaries, or weekly reports.

Can I customize the types of notifications I receive?

Yes, most investment platforms allow you to customize the types of notifications you receive. You can typically choose which events trigger notifications and the preferred delivery method.

How do I change my notification settings?

You can change your notification settings through your investment platform’s settings or preferences section. This might involve logging into your account and navigating to the notification settings area.

Are portfolio notifications secure?

Yes, portfolio notifications are designed to be secure. Investment platforms use encryption and other security measures to protect your personal information and ensure that notifications are delivered safely.

What should I do if I stop receiving notifications?

If you stop receiving notifications, check your notification settings to ensure they are correctly configured. Also, verify that your contact information is up-to-date. If the issue persists, contact your investment platform’s customer support for assistance.

Portfolio Notifications | Stay Updated on Your Investments .

Portfolio Notifications

$250.00 / month

Investors Love Notifications!

Engage your investors with timely, relevant portfolio alerts.

Notifications can be delivered using Gsphere’s built-in system or via your own Twilio account. For Portfolio Manager accounts, notifications are configured globally and sent automatically to subscribed investors and prospects.

The first 500 notifications per month are included.

View the full list of available notifications

Description

subscribe to deliver portfolio notifications to your investors.

Notifications — Keep Investors Informed, Instantly

Investors love notifications — and now you can give them what they want.
With Gsphere’s Notifications system, you can keep investors and prospects engaged, informed, and impressed — with automatic alerts tied to real portfolio events.

Deliver instant insights through email or SMS (via our built-in system or your own Twilio account). Whether it’s risk triggers, threshold breaches, drift alerts, or performance milestones, your clients will know you’re watching out for them — in real time.

Engage investors like never before
️ Globally configurable for Portfolio Manager accounts
Integrated with email + Twilio SMS
Covers 500 notifications per month (ask us about higher-volume options)

Notifications available: See full list →

Stop waiting for quarterly reviews to prove your value. With Gsphere Notifications, your portfolio reacts, your platform responds — and your investors stay connected.