5 PILLAR ANALYSES
THE 5 PILLARS THAT TELL YOUR STORY
VRGL's platform accelerates the decision-making process of wealth management clients by harvesting the power of institutional grade analytics and automated data extraction for wealth management organizations. By providing prospective and existing clients with an understanding of their consolidated investment picture, advisors can show how and why they add value.
PERFORMANCE
Objectively assess performance against benchmarks or a proposed portfolio and better understand the true drivers of performance contribution and attribution
RISK
Use the same risk calculations the largest institutional investors in the world use, including multi-factor models and real time scenario analysis
DIVERSIFICATION
Understand a client's asset and factor-based exposure across all accounts, where they aren't allocated, and how those decisions have added to or taken away from risks associated with diversification
FEES
Unravel layered fees, show their drag on performance, and reveal their true cost through time
TAXES
Identify areas where taxes can be optimized for more appropriate outcomes on an after-tax basis