Software you can stand behind. Intelligence your customers will read. Advisory from operators who've done the work. Custom builds when off-the-shelf doesn't fit. Pick the channels that match the work — one team behind all four.
Cockpit + four channels. Beacon, Switchboard, Linework, Ledger. White-label for partners who ship under their own brand.
gridientsuite.com ↗Polished, client-ready one-pagers on a cadence. Forward curves, regulatory updates, demand outlooks, state rate notes.
See Intelligence →Project-scoped advisory from senior operators. New offers, brokerage restructures, utility channels, enterprise functions.
See Advisory →Bespoke software when off-the-shelf doesn't fit. Suite extensions, data integrations, dashboards, white-label apps.
See Custom →Pick the channels that match the work. The capabilities below pull from across the four — sometimes one, often two, occasionally all four. Each one earns its place on the page by mapping to a specific outcome your book will recognize.
Your customer doesn't grade you on headcount. They grade you on what they see. Cockpit. Portal. Briefing. Follow-through. The capabilities below let any team show up like the firm their customer thinks they're hiring.
Your customer signs into a portal branded as yours. Your domain, your logo, your colors, your voice — they don't see Gridient at any point. The relationship stays yours from sign-in to sign-out. Configurable per partner; production-deployed in days, not weeks.
Your firm's masthead on a market read your customers actually open. Twelve high-quality touchpoints a year without writing one of them yourself. PDF-quality output. Customer-ready language. Sources cited inline so the credibility is yours to keep.
The first thing a customer sees when you screenshare. A consolidated, multi-channel operations view that reads as "this team is on it" — renewals tracked, contracts in motion, market signals flagged. Built for the moment a customer asks "so where do we stand?"
Whatever line of business your customer asks about, the answer surfaces in one place. Efficiency, supply, sustainability, demand response — all in the Suite-pattern UI. No more "I'll get back to you" routed through three systems and two spreadsheets.
The relationship is your asset. Commoditization is the threat. Every capability below is designed to make the customer harder to displace — by making the value you deliver more visible, more frequent, and more clearly yours.
Customers see their data, their savings, their contracts. The relationship deepens through visibility, not opacity. The portal is built so the customer feels informed at every step — which is exactly what makes them stop shopping you against competitors.
No supplier owns us. No utility steers our roadmap. Recommendations stay clean because the platform stays clean. Your advice to your customer is shaped by their needs and the market — not by who paid us last quarter.
Customer information stays scoped to your organization. Row-level security in the Suite. Suite extensions and custom builds deploy into your tenant — never shared, never aggregated, never used to train against other partners' books.
Gridient doesn't sell to your customers. We don't run programs that compete with yours. We don't take work that would put us across the table from a current partner. Aligned incentives — in writing in the engagement if you want it spelled out.
The operations work that doesn't move the book is the work eating your team. The capabilities below compress it — by consolidating tools, automating the reconciliation, and putting the operational state of your book in one view instead of seven.
From "we should bid this" to "signed" without the email-attachment chase. Supplier responses, evaluation, redlines, signatures — all in one thread. The full RFP lifecycle in one workflow, with the artifacts attached where they belong instead of buried in someone's inbox.
Supplier roster, active book, renewals pipeline, RFP pipeline — in one view. Stop reconstructing where every deal stands every Monday. The pipeline is the page; it updates itself as your team works the deals.
Supplier statements matched against your book automatically. Discrepancies surfaced, not buried in spreadsheets you'll finally check in March. The hours your back office spends reconciling become hours they don't spend at all.
HubSpot, Salesforce, your accounting system, your data feeds. We connect to what you have so you don't have to switch what works. Custom ETL where it's needed, native connectors where they exist — the Suite plays well with the rest of your stack instead of trying to replace it.
The substance of your advice is what makes you valuable. Tools alone don't move it forward — context, expertise, and the right answer in the right meeting do. The capabilities below give your team a perspective on every conversation that matters.
A consistent point of view on the market. Forward curves, regulatory backdrop, demand outlook — written for the customer-facing conversation, not for traders. Walk into every meeting with the read your customer expects their advisor to have.
A specific decision your customer is sitting on. Locked or laddered. This state or the next. This supplier or another. Custom briefs are scoped on the call and delivered inside a week — so the answer arrives while the question is still open.
When the question is bigger than a brief, a scoped engagement with someone who's done the work. Memo, decision framework, vendor evaluation — your team uses it next quarter without us in the room. Fixed-fee, fixed-window. No expanding scope at the finish line.
Sometimes the recommendation is "we need a tool." When that happens, we don't hand you off to a second vendor — we extend the Suite or build standalone. Strategy and execution from the same bench, in the same engagement.
Some teams start with software. Some start with intelligence. Some start with a single advisory engagement. The right entry point depends on what's hurting today. Thirty minutes, no slides, and we'll tell you which channel fits.