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Press release announcing Focus Financial Partners selecting VRGL on blue dotted background.

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...

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, 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...

VRGL Adds Risk Tolerance Capabilities to it's Industry Leading Investment Proposal Management

VRGL's Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational...