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DECISIONS ILLUMINATED

CAPM

The Client Acquisition and Proposal Management Process

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 365

Onboard New Client

Advisor Powered by VRGL Prospecting Journey.

Day 1

Initial Introduction

Day 90

Onboard New Client

GET TO YES, FASTER.

graphical user interface, application

VRGL pays for itself with just one client. 

VRGL is the first client acquisition and proposal management tool designed to increase 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 allow advisors to more quickly build trust and confidence with prospects and clients by leveraging powerful analytics designed to accelerate an advisor's revenue. The first Client Acquisition and Proposal Management tool ("CAPM") that allows advisors to provide immediate value and context by quickly and accurately revealing deep insights into their prospect's investment world.

START A CONVERSATION

The VRGL process for client acquisition and proposal management tool

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.

SEE HOW IT WORKS

SEE WHAT OTHER INVESTORS DON'T SHOW.

READY TO ADD A "WOW" TO YOUR WINE & DINE?