Velaga Advisors

The Client Hub provides a consolidated suite of specialized tools designed to offer total transparency across the financial landscape. These platforms work in concert to provide granular reporting, long-term strategic modeling, and secure custodial oversight.

Investment Reporting Portal

Powered by Advyzon, this portal provides a granular view of the investment portfolio. This secure platform is designed for transparency and features the following reporting capabilities:

Portfolio Composition: A detailed breakdown of asset allocation and holdings across all accounts under our management.

Performance Analytics: Precise reporting on total return and time-weighted returns compared against relevant market benchmarks.

Income Estimation: Projections of dividends and interest yield to assist with cash-flow planning.

Administrative Vault: A secure, two-way exchange for quarterly billing invoices, account statements, and sharing of sensitive tax and financial documents between the client and our firm.

Accessible via web or mobile application, data is refreshed nightly to ensure the most current information is available for review and analysis.

Access Investment Reporting & Vault

Wealth Modeling & Planning

Wealth Modeling & Planning Powered by RightCapital, this platform serves as the interactive engine for the Strategic Roadmap. By aggregating the entire financial landscape—including accounts under our management, external holdings, and private business interests— the platform provides a live, high-precision model of total net worth. The portal enables the following capabilities:

Holistic Asset Aggregation: Real-time synchronization of all accounts, including those held outside our firm, to provide a single source of truth.

Private & Global Interest Tracking: The ability to include non-traditional assets such as private placements, business partnership interests, foreign holdings and directly owned real estate.

Cash Flow & Net Worth Integration: Oversight of mortgages and debt obligations alongside detailed analysis of inflows and outlays to ensure the wealth architecture remains resilient.

Probability of Success: Data-driven projections that model the likelihood of achieving long-term objectives across various market cycles.

This dedicated planning environment ensures that every piece of the financial life is accounted for, providing the clarity and constant oversight necessary to navigate the family's mission with confidence.

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Custodial Access

Charles Schwab serves as the independent custodian for assets, providing a secure environment where client accounts are maintained and protected. While we provide specialized reporting and strategy, clients maintain direct access to the underlying institutional platform through Schwab Alliance. The Schwab Alliance provides the following functionality:

Direct Account Oversight: Access account balances, transaction history, and trade confirmations.

Administrative Management: Securely manage beneficiaries, move funds, and update account-level permissions.

Redundant Reporting: View official custodial statements and tax forms. For your convenience, these documents are also integrated directly into the Investment Reporting Portal.

This dual-access structure provides an extra layer of transparency, ensuring constant, independent verification of your assets at the custodial level.

Access Schwab Alliance