TradePolaris/Use cases/RIAs & wealth managers
For advisers

Explain portfolio risk in terms clients understand.

Aegis shows VaR, factor exposure and stress results for each portfolio. Every figure includes its method and as-of date, and the same result can be turned into a plain-language summary for a client review.

1D / 10DVaR horizons
95% / 99%confidence levels
VaR / CVaRtail-risk views

Platform defaults and coverage figures — not performance claims.

What gets in the way, and what answers it.

01

Explaining risk in a meeting

Every panel writes a plain-English read of what is driving the number, alongside the number itself.

02

Many books, one view

Multi-book and sleeve portfolios with netted aggregate risk, rather than one spreadsheet per household.

03

Reporting that takes days

LP- and client-ready export with the method, horizon, confidence and as-of stamped on every figure.

04

Stress tests that do not apply

A dated episode is only offered where every holding actually traded through it. Nothing is backfilled to look complete.