INTAKE. EDUCATE. GENERATE.
Traditional Way vs VRGL Way
With VRGL, the time and cost associated with lengthy prospecting is significantly reduced. VRGL aims to help advisors expedite time to revenue by 50% with a 25% increase in initial check size!
Traditional Advisor Prospecting Journey.
Day 1
Initial Introduction
Day 180
Onboard New Client
Advisor Powered by VRGL Prospecting Journey.
Day 1
Initial Introduction
Day 90
Onboard New Client
GET TO YES, FASTER.
VRGL pays for itself with just one client.
VRGL is the first Client Acquisition, Proposal Management & Retention ("CAPM & R") tool designed to expedite time to revenue by 50% or more with a 25% or more increase in initial check size. Recover the cost of the application by incrementally adding one client.
A COMPASS FOR THE GUIDES
The role of wealth managers and registered investment advisors is to act as a guide and fiduciary to their clients.
But what guides the guides?
Our mission is to empower the wealth management industry to build trust faster by bringing transparency, visibility, and collaboration throughout the entire client lifecycle. VRGL is the first Client Acquisition, Proposal Management, and Retention tool ("CAPM & R") that allows advisors to provide immediate value and context by quickly and accurately revealing deep insights into their prospect's investment world and contextualizing their own offerings.
ADD A "WOW" TO YOUR WINE AND DINE.
Imagine having the ability to generate reports and results at your very first meeting with a prospect. VRGL gives you the power to create an instant history and snapshot of your prospect's portfolio allowing you to give guidance and analysis at your very first meeting with virtually no touch.