Mark McCoy, MBA, AIFA®
Founder
Veriphy Analytics, Inc.
(770) 876-5105 (c)
(877) 522 6575 (p)
mark.mccoy@veriphyanalytics.com
All posts by Veriphy Adm.
How do I download a Sample Scorecard?
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
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.
How do I cancel my subscription?
This subscription will remain in effect until modified or terminated by either party with a notice of 60 business days.
To cancel, please contact:
Mark McCoy, MBA, AIFA®
Co-Founder and CEO
Veriphy Analytics, Inc.
(770) 876-5105 (c)
(877) 522 6575 (p)
mark.mccoy@veriphyanalytics.com
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
Veriphy presents at the 2020 CEFEX General Meeting DAY 2 May 19, 2020
This recording is of Day 2 of the CEFEX General Meeting 2020.
Co Founder of Veriphy Analytics Al Otto presents Veriphy results from the CEFEX / Veriphy 9 Month test partnership.
This video is furnished courtesy of Fi360, and downloadable slides can be found here.
Click to play - The Veriphy segment starts at minute 54:31. [opens Vimeo in a new window]
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.