Veriphy® Analytics Product Learning Center

Al is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA.
Al Otto, AIFA®
Chief Executive Officer

The Co-Founder and CEO of Veriphy®, Al is a 35-year veteran of the financial services industry. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters.

Product Learning Articles

Gauge The Value

Understanding The Veriphy Score Veriphy Scores are decision-making tools that plan committees can use to help them anticipate the retirement readiness of their workforce. Veriphy Scores are ...

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Why does CEFEX use Veriphy® 

"These innovative, patented reports, from Atlanta-based business intelligence company Veriphy® Analytics, indicate how well an advisor follows a fiduciary process including the impact of his/her decisions on investment performance. The Veriphy Score™ is like a FICO™ Score for a 401(k) or 403(b) plan. “

Carlos Panksep, Managing Director, CEFEX

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

Veriphy® provides elegantly simple and accurate due diligence tools for each constituent in the DC Plan community. Data to drive excellent decisions, plan outcomes and identify true opportunities for all constituents, at no charge to them.

Our Location

Veriphy® Analytics, Inc.
57 Waddell Street, Marietta, GA 30060

Contact Information

Phone : 877.522.6575