For Buy-Side Firms

Stop Managing Portfolio Risk in the Rearview Mirror

Total Portfolio View — risk, holdings, performance, and accounting. One data source. Real-time.

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Portfolio Risk Dashboard
Portfolio VaR (95%)
$2.4M
Updated now
Duration
4.2 yrs
Real-time
Days to Liquidate
12 days
Live
Client-Trusted
35+
Instrument Types
Real-Time API Integration
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
Dolphin-Risk Dashboard

Total Portfolio View (TPV)

One place for everything your team needs — holdings, risk, performance, and accounting. When someone asks a question, the answer is one screen away, not five systems away.

  • 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
Total Portfolio View Dashboard
Why Vega

What Makes Us Different

What makes Vega different.

1

Real-Time API Integration

Your risk analytics reflect what's happening now—not what happened yesterday. When a client calls during a selloff, you answer in the meeting, not tomorrow.

2

Same Data = No Reconciliation

Risk and performance pull from the same data, at the same time. No timing gaps, no source discrepancies — the numbers align because the architecture guarantees it. The hours your team spends reconciling? Gone.

3

Model Transparency

Every calculation is traceable — from portfolio VaR down to individual security contributions. Your team understands the numbers, not just the results. No black boxes.

4

Battle-Tested Platform

Tested through COVID volatility, rapid rate shifts, and every market condition in between.

5

Multi-Asset Complexity

Equities, fixed income, MBS, derivatives, alternatives — all in one view. 35+ instrument types covered natively.

6

Fast Implementation

You'll have your own data running in the system before the end of the quarter. 8 weeks for BNY-Eagle clients, 8-16 weeks otherwise. No rip-and-replace.

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.

1

Connect

We layer on top of your existing systems—your data stays where it is. No migration, no replacement, no disruption.

2

Calculate

Risk analytics update as positions change. When someone asks 'what's our exposure?'—the answer is already there.

3

Visualize

Your team builds their own views. Board dashboards, client reports, compliance views—all from the same real-time data.

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

Ready to See Portfolio Risk in Real-Time?

Send us your portfolio data—we'll load it and show you YOUR risk dashboard in two weeks. Not a generic demo. Your actual holdings, your real numbers. No commitment required.

Schedule a Conversation Free Risk Assessment