WEEKLY INSIGHT UPDATES

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Insights

Learn how to create repeatable growth in your wealth management firm.

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Client Communication Issues in Wealth Management: Why Clients Leave Before They Tell You

Effective client communication is built on operational discipline, not just more frequent contact. Discover how wealth management firms can reduce communication gaps, prevent wallet-share erosion, and create...

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Held-Away Assets: The Data Gap That Undermines Every Portfolio Review

This guide explores how held-away assets create hidden data gaps that undermine portfolio analysis and why accurate, position-level data is essential for delivering credible, risk-aligned advice.

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Why Operational Visibility Is Becoming Essential for Wealth Management Growth

As wealth management firms scale, operational visibility becomes increasingly critical. Learn how VRGL’s new homepage experience delivers centralized growth metrics, workflow insights, and business visibility...

Press release announcing VRGL's expansion from proposal software to a comprehensive growth platform.

VRGL Evolves Beyond Proposal Software into a Unified Growth Platform for Wealth Management Firms

VRGL, the technology company modernizing the work behind advice, today announced the expansion of its platform architecture, evolving beyond proposal software into unified growth infrastructure for wealth management...

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Focus Financial Partners Selects VRGL to Help Standardize and Scale the Prospect and Client Engagement Process

VRGL, a growth solution for wealth management firms, today announced a strategic relationship with Focus Financial Partners ("Focus"), an interdependent partnership of wealth management, business management, and...

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VRGL Fuels Efficiency at Bison Wealth and Strengthens New Business & Retention Outcomes

Since implementing VRGL, Bison Wealth has accelerated proposal turnaround from several days to less than one, enabling advisors to respond to opportunities faster and convert more prospects. Overall, Bison has...

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How Wealth Managers Win Where 95% of Generative AI Pilots Fail

This industry insight unpacks why 95% of generative AI pilots fail—and highlights the strategies, structures, and processes wealth managers can use to join the 5% that succeed, driving stronger client acquisition...

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The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients

VRGL CEO Kyle Zasky sat down with Mike Langford on the Modern Financial Advisor Podcast episode, "The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients," to discuss how VRGL helps advisors overcome...

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VRGL Appoints Veteran Fintech Executive Kyle Zasky as Chief Executive Officer

VRGL, the leading Client Acquisition and Investment Proposal Management solution, today announced the appointment of respected fintech executive Kyle Zasky as Chief Executive Officer. 

VRGL Launches Fully Customizable Investment Classification and Reporting Capabilities

VRGL Launches Fully Customizable Investment Classification and Reporting Capabilities

VRGL, a Client Acquisition and Investment Proposal Management solution, is excited to announce the launch of its enhanced capabilities for Custom Investment Classification and Reporting.

VRGL Launches Tax Transition Optimization to Enhance Client Portfolio Recommendations

VRGL Launches Tax Transition Optimization to Enhance Client Portfolio Recommendations

VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the release of its new Tax Transition feature. This powerful addition enables advisors to transition client portfolios from...

Press release announcing VRGL's new funding round closed on August 29, 2024, with company logo on dark blue background.

VRGL Closes New Funding Round to Continue Rapid Growth

"We are thrilled to have completed our latest round of financing. VRGL has quickly established itself as a leading player in the wealth management software space," said Josh Smith, CEO and co-founder of VRGL. "This...