How can I get support from Veriphy?

CONTACT & SUPPORT

Jim Lefkowitz
CMO & VP Partner and Reseller Relations
Veriphy Analytics, Inc.
+1 770-282-4797 (c)
jim.lefkowitz@veriphyanalytics.com

Schedule Live Support & Live Demos Here

Mailing Address

Veriphy Analytics, Inc.
2500 Dallas Highway
Suite 202 - 1041
Marietta, GA 30064

Mark McCoy, MBA, AIFA®
Co-Founder and CEO
Veriphy Analytics, Inc.
(770) 876-5105 (c)
(877) 522 6575 (p)
mark.mccoy@veriphyanalytics.com

How much does it cost?

The price for this service is $500 per month (non-refundable) for 12 months – OR - you may also choose to pay an upfront annual (non-refundable) amount of $5000. 

 For a trial plan, you will be billed $1 for the term of the trial, then $500 per month (non-refundable) for 12 months.

Your term will begin on the date you return this signed agreement and your payment information to Veriphy, or if you were already a Veriphy customer, on your next billing date thereafter.  

Additional seat licenses may be purchased for $2,500 per year or $250 per month.  

Additional packages of 10 Scorecards and 2 PlanView Reports may be purchased for $100/mo for 12 months or - you may also choose to pay an upfront annual (non-refundable) amount of $1000.

What is a Scorecard Report?

The Veriphy Scorecard™  Reports are informational reports designed to provide insights on the value added to a DC plan and measurement of the plan’s outcomes over five and seven-year periods, other performance outcomes and the key differentiating attributes of a DC plan.

The report is available through both the Advisor and PlanView subscriptions.

For Advisors, the 7 page report are uploaded to their My Veriphy account as a downloadable PDF, and are accessible  for download as long as the subscription is current. A sample scorecard is available for download here

Can you explain the calculations you use?

The bottom right area shows the Plan’s historical asset-weighted, annualized rate of return over the time period of the report as well as the annualized risk over the same time period.  Risk is measured as the standard deviation of monthly returns over the time period of the report. 

The historical cumulative percentage value added is the difference of the plan’s return over the time period less the benchmark return over the same period.  

The historical cumulative dollar value added is the asset-weighted growth of the plan over the time period less the asset weighted growth of the benchmark over the time period.

What is the Veriphy and CEFEX connection?

Are You An Analyst conducting CEFEX

certification assessments of US-based advisors?

January 5, 2020

Dear CEFEX Analysts,


After 3 months of piloting the Veriphy Analytics report, we have made it generally available to Analysts conducting CEFEX certification assessments of US-based advisors.

Our pilot showed that the report was helpful in the assessment process as it provided additional evidence of adherence to best fiduciary practices.


Question B19c) in our Electronic Assessment Form and the Client Sampling Vault (CSV) now capture results, when applicable. Attached is a Guide, which is available as a link in the CSV and a sample report, which can also be found in Analyst Documents. I’ve attached a short piece which may help describe the tool to your clients.

You may use this report to decrease your file sampling in Advisor assessments. I look forward to hearing about your experiences with Veriphy.

Best regards,


Carlos Panksep

Managing Director, CEFEX

www.cefex.org

What is the Plan Veriphy Score vs Universe?

Plan Veriphy Score vs Universe 

The Plan’s Veriphy Score is compared to the universe of plans in the Veriphy Database.  Those plans with an above median Veriphy Score are shown in green based on quartile ranking and those with a below median Veriphy Score are shown in red based on quartile.  The black dot represents the Plan’s Veriphy Score vs. that universe.

What is the Annualized Return vs. Plan Benchmark?

This chart compares the Plan’s historical, annualized asset-weighted return of all asset-class holdings over a time period to the asset weighted returns of the Plans asset class benchmarks.   

The annualized return of the plan’s asset weighted investment returns over time (generally 7 yr or 5 yr periods) is calculated as the geometric average of the amount of money earned by the plan’s investment options held each year over the given time period.  

It is calculated as a geometric average to show what a plan would earn over time in the annual return was compounded.  

The annualized return of the plan’s asset weighted benchmark returns over time (generally 7 yr or 5 yr periods) is calculated as the geometric average of the amount of money that would have been earned by the plan’s asset class benchmarks each year over the given time period.

The annualized return of the plan’s asset weighted benchmark returns over time (generally 7 yr or 5 yr periods) is calculated as the geometric average of the amount of money that would have been earned by the plan’s asset class benchmarks each year over the given time period.