Co-founder & CEO Josh Smith demonstrates VRGL during the "AdvisorTech Expo - Breaking the Mold" session at Exchange ETF 2023
Published on February 16, 2023
At the Exchange ETF conference in Miami Beach, FL on February 7th, 2023, Ritholtz Wealth Management's Michael Batnick took attendees on a demo-tour of some of his favorite new offerings in fintech. Co-founder and CEO at VRGL, Josh Smith had the opportunity to participate. Above is a recording of Josh's presentation where he demonstrates how VRGL helps financial advisors accelerate the Client Acquisition, Proposal Management, and Retention ("CAPM & R") process by providing a streamlined workflow that enables them to:
- Intake: Seamlessly intake a prospective client's brokerage statements and automatically extract all relevant information including positions, transactions, tax lots, realized and unrealized gain/loss, and fees.
- Educate: Objectively assess the prospect's portfolio against 5 key pillars: performance, risk, diversification, taxes, and fees, to create an education on the prospect's current investment world vs. the proposed.
- Generate: Convey differentiation by leveraging VRGL's 5 Pillar Analytics to generate a fully tax aware PDF proposal of why the prospect's assets would be better served by you as their advisor.