Agile Financial Insights Launches Risk Service For Family Offices, Others

Editorial Staff

8 July 2020

US-based Agile Financial Insights has launched a new risk analytics service for family offices and investment advisors.

AFI has partnered with Vega Investment Technologies to provide the technology solution for this service. Vega, led by Kishore Saokar, has been providing portfolio management, analytics and reporting software for ten years.

The service includes a range of analytical tools that track multi-risk exposures and customizable benchmarking tools to compare performance-related drivers for investment and retirement portfolios. Users can access the service through a web portal which supports different asset classes, country exposures and currencies.

“Family Offices and wealth management firms have not historically had access to affordable, high quality risk analysis tools. We wanted to change that, and our service gives clients flexible and intuitive risk tools to interrogate multi-asset portfolios and get ahead of issues that may be brewing,” AFI co-founder Tim Keaney, said. Keaney was formerly vice chairman of BNY Mellon and CEO of BNY Mellon Investment Services. Other founders of AFI are Gerard Callaghan, former chief operations officer at Bank of America and Bankers Trust, and Ivan Royle, formerly chief marketing officer, BNY Mellon Investment Services.