Vega gives advisory firms live portfolio risk, factor decomposition, and AI-driven research on one platform — a single source of truth for you and your clients, at a fraction of what enterprise systems cost.
The best risk and portfolio tools cost a fortune. Building your own takes a tech team months. So most firms run with less oversight than they'd like.
One walkthrough, four screens — from portfolio risk to a research shortlist in about six minutes.
Vega reads every earnings call and filing and hands back a synthesized view — sentiment, revenue direction, what actually changed. Research that takes an analyst days runs in seconds, across your entire book.
Risk, portfolio oversight, and reporting in one place. See exactly where your risk is concentrated right now — not last quarter — and explain it to a client in plain language.
The oversight the largest managers pay seven figures for, at a fraction of the cost. Whether you have an IT team or you are the IT team, Vega meets you where you are.
Every position with its risk contribution and Value-at-Risk, decomposed live — so you know where the risk actually sits.
Exposure across market, industry, and style factors — value, momentum, size — so you can see what's driving returns, not guess.
Earnings calls and filings, read and synthesized across your whole universe into a view you can act on.
Thousands of names filtered by sector, fundamentals, or risk — from a full universe to a shortlist in one click.
The integrations that used to take a tech team weeks, the Vega team builds alongside yours — or handles end to end when you'd rather we run the whole thing.
Send me your details and I'll get you into the demo — or open the live demo now and look around.
Access the live demo →Prefer email? Reach me directly at francisco@franciscovega.ai