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INTAKE. EDUCATE. GENERATE.

CAPM & R

The Client Acquisition, Proposal Management & Retention 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 180

Onboard New Client

Advisor Powered by VRGL Prospecting Journey.

Day 1

Initial Introduction

Day 90

Onboard New Client

GET TO YES, FASTER.

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.

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 OUR CLIENTS ARE SAYING ABOUT US.

Clients really haven't been shown their portfolio in this way. They see statements or excel files, but the actual visuals VRGL provides such as the allocation donuts and tables... it just makes it easier for clients to understand. VRGL is one of the most useful products in our tech stack today - and their use case continues to expand daily.

Sean Russo

Research Associate at Ritholtz Wealth Management

VRGL has been a fantastic addition to NDVR's client journey. The software has cut down on the time it takes our advisors to analyze a prospective or current client's external portfolio by roughly 75% as compared to our former processes. The software can also provide the client with a far deeper understanding of their portfolio, with specific focus on fees, diversification and overall portfolio construction and efficiency.

Brad Osten

Financial Advisor at NDVR

The biggest opportunity that VRGL has created for us is the ability to provide prospects deeper and more data-driven feedback compared to their current situation. Prior to adopting VRGL, meetings with prospects primarily centered around Nilsine's operational methodologies, without diving into a comprehensive investment comparison. Bringing data to the conversation earlier has enriched the relationship-building process and accelerated decision-making.

Josh DeLoach

Chief Strategy Officer & Partner at Nilsine Partners

Working with the VRGL system has allowed us to expand the ways that we analyze our prospects' and clients' portfolios. We appreciate the teams' willingness to receive product feedback and incorporate the feedback into their product roadmaps. This year, we're looking forward to using VRGL for ongoing monitoring of our clients as well as continuing to use the system to bring on new business.

Drew Abramson

Partner at Olympus Capital

Before VRGL I spent too much time manually inputting data to calculate returns, fees, tax drag, etc. to evaluate prospective client accounts. VRGL has been a game-changer because it automates the whole process! Plus, VRGL enables me to share a compelling visual with the client that is easy for them to understand.

Michael Mustian

Founder & Financial Advisor at WiseWay Advisors, LLC

VRGL's analytics, data extraction, and features, paired with an attentive team, aid in creating a unique experience that saves our firm time when preparing financial data for our clients and prospects. VRGL's team incorporates our feedback in their new product releases, meeting our needs, and exceeding our expectations. Our weekly calls with [the team] were outstanding, and we would not have had such a great experience without their help.

Sophia Tronolone

Sr. Client Services Associate at 4Wealth Financial Group

VRGL has streamlined our prospecting processes with its statement extraction and robust analytics, saving us time and expanding our scope of portfolio analysis. The team has been readily available to answer questions and exceptionally prompt and thorough in assisting. All of my suggestions were met with collaborative discussion and, if systematically possible, acted upon. I look forward to continuing our work together and seeing what the VRGL team comes up with next.

Erik Stevens

Financial Advisor at RVW Wealth

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