Engagements

How to work with Vercis.

Vercis is currently in beta. Access is open via self-serve sign-up and pricing is not committed during the beta period. The structures below describe the engagement shapes we will price post-beta; subscribers who join during the beta participate in shaping the production pricing tier.

Portfolio Risk Diagnostic

One-off engagement · 2–3 week turnaround

Upload an equity or fixed-income portfolio. Receive an institutional diagnostic covering factor / duration / credit / geography decomposition, strategic-recommendation gap analysis against the model benchmark, and regime-aware annotation from the four allocation models applied to your specific holdings.

Deliverables

• Institutional PDF report (15–20 pages)
• Portal access during the engagement
• Executive summary call with the research principal
• Credit toward annual subscription if converted within 90 days (post-beta)

Systematic Research Subscription

Annual subscription · multiple seats included

Ongoing access to the full research catalog: four pre-registered allocation models (US Equity · US FI · CA Equity · CA FI), the Event-Risk NAV simulation, the Hedging timing dashboard, the Regime Monitor, the Crash Response playbook, the Factor Explorer, and Portfolio Diagnostics. Monthly outlook note, email alerts on regime / state transitions, quarterly IC-ready review deck.

Deliverables

• Portal access with signal states, methodology / backtest / limitations tabs per allocation model
• Quarterly portfolio analytics re-run on your updated book
• Monthly research outlook (4–8 pages)
• Email alerts on significant state and regime transitions
• Quarterly IC-ready review deck

Custom Research Engagement

Annual retainer · unlimited Q&A

Systematic Research Subscription plus a quarterly deep-dive on a topic of your choice — inflation sensitivity on your book, factor attribution of your manager line-up, stress-scenario construction for an idiosyncratic concern. Direct principal contact.

Deliverables

• Everything in Systematic Research Subscription
• Quarterly custom deep-dive research (10–20 pages)
• Unlimited email Q&A with the research principal
• Option for one in-person meeting per year (Toronto or NYC)

Get started during the beta

Access is open via self-serve sign-up during the beta. The engagement structures above describe the production shape; during the beta, all subscribers receive Systematic Research Subscription access while pricing and tier definitions are finalized. For institutional partnership inquiries or custom engagement questions, the contact form is on the request page.

Self-serve sign-up Institutional inquiry