5 PILLAR ANALYSES

THE 5 PILLARS THAT TELL YOUR STORY

Pillar Bar

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 statistically derived benchmarks and better understand the true drivers of performance contribution and attribution throughout a client's portfolio

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


Taxes can be paid, deferred, or offset. Get a quantitative solution to the tax optimization puzzle.

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