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Accelerate Your Client Acquisition

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Say goodbye to time-consuming statement reviews and hello to data-backed analysis that can impress clients, grow your book of business, and free up your time to focus on what matters most.

  • Automatically extract client data from existing client portfolios
  • Use 5 key pillars (performance, risk, diversification, fees, and taxes) to prove your value
  • Design and share hyper-customizable proposals in just moments - and win clients faster.

VRGL Clients Experience 

75%
REDUCTION IN TIME TO PORTFOLIO ANALYSIS

50%
ACCELERATION IN TIME TO NEW REVENUE

30%
INCREASE IN PROSPECT-TO-CLIENT CONVERSIONS

25%
INCREASE IN INITIAL CHECK SIZE

"VRGL helps validate the prospect's decision by backing it with data."

CASE STUDY

"The actual visuals VRGL provides make it easier for clients to understand."

CASE STUDY