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