For Buy-Side Firms

Stop Managing Portfolio Risk in the Rearview Mirror

Real-time risk analytics and unified portfolio intelligence. See risk, holdings, performance, and accounting—all in one platform, using your existing systems, without batch processing, without reconciliation.

Schedule a Conversation See How It Works

Portfolio Risk Dashboard

Portfolio VaR (95%)

$2.4M

Updated now

Duration

4.2 yrs

Real-time

Days to Liquidate

12 days

Live

The Challenge

Sound Familiar?

These are the frustrations we hear from portfolio managers, operations teams, and client service leaders every day.

"Our risk reports are already stale"

Batch processing means you're always looking at yesterday's risk on a portfolio that's already changed. When markets move fast, you're flying blind.

"We spend hours on reconciliation"

Different systems, different prices, different timing. Your ops team is great at finding breaks—but they shouldn't have to. That's work that adds zero value.

"We say 'let me get back to you'"

During market volatility, investors want answers now. If you can't show them real-time exposure, you're losing credibility—and eventually, clients.

Our Solutions

Real-Time Portfolio Intelligence

Two integrated solutions that work together—or independently—to give you complete visibility into your portfolios.

Dolphin-Risk

Forward-looking risk analytics for multi-asset portfolios. Calculate VaR, run stress tests, and answer "what if" questions—in real-time, not overnight.

VaR Analysis — Historical, Parametric, Component, Marginal, CVaR
Stress Testing — Historical scenarios and custom shocks
Sensitivity Analysis — PV01, DV01, CS01, Key Rate Duration
What-If Analysis — Test trades before you execute

Learn More

Total Portfolio View

Unified visibility across holdings, risk, performance, and accounting—in a single BI-enabled platform. No more pulling data from five systems to answer one question.

Holdings — Real-time positions, exposures, allocations
Risk — Ex-ante and ex-post analytics integrated
Performance — Returns and attribution in the same view
BI Integration — Works with Tableau, Power BI, and more

Learn More

Why Vega

What Makes Us Different

We're not just another risk system. Here's why firms choose to work with us.

Real-Time API Integration

We connect to your IBOR/ABOR via API—no batch files, no overnight processing. Your risk analytics use current positions and current prices.

Same Data = No Reconciliation

We query your data source directly. The prices used for risk are the same prices used for performance and accounting. Nothing to reconcile.

Model Transparency

See exactly how every calculation works. Drill down from portfolio VaR to individual security contributions. Explain results with confidence.

Battle-Tested Platform

Proven handling of multi-asset portfolios through COVID volatility, rate hikes, and market stress.

Multi-Asset Complexity

35+ instrument types including fixed income, OTC derivatives, alternatives, and complex structures. One system for your entire portfolio.

Fast Implementation

8 weeks for BNY-Eagle clients with standard risk models (pre-built integration), 8-16 weeks otherwise depending on instruments, custom models, and data integration complexity.

Learn More About Our Approach

How It Works

From Integration to Insights

We integrate with your existing systems—no data migration, no replacing what works.

Connect

We connect to your IBOR/ABOR via API. Your data stays where it is—we just query it in real-time.

Calculate

Dolphin calculates risk analytics on demand using your live positions and prices. No batch files.

Visualize

Access results via our interface, your BI tools, or API for custom applications.

Who We Serve

Built for Buy-Side Complexity

We focus on firms managing multi-asset portfolios that include fixed income, derivatives, and alternatives.

Fund Administrators

Risk as a value-added service for your fund clients

OCIO Providers

Unified view across all client mandates with real-time reporting capability

RIA Firms

Institutional-grade risk analytics scaled for your operations

Asset Managers

Real-time risk for complex multi-asset strategies