FOR ENTERPRISE

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Purpose-Built Features and Workflows for Large RIAs and Wealth Management Firms

VRGL bridges the gap between firm leadership, advisors, and clients—empowering large RIAs and wealth management firms with a scalable platform that balances compliance, workflow optimization, and customization. With a flexible yet structured framework, VRGL allows advisors to create tailored, tax-efficient investment proposals while enabling leadership to maintain firm-wide consistency, enforce strategic alignment, and ensure regulatory compliance.

ADOPTED BY TOP WEALTH MANAGEMENT FIRMS

Enterprise-Driven Tools

Custom Risk Tolerance Questionnaire

Personalize the risk assessment process and differentiate your firm's approach to risk and investment allocation by creating tailored questionnaires that align with your organization's risk frameworks.

Statement Extraction

Proposal Recommendation Builder

Empower advisors to build customized, tax-efficient portfolio recommendations with ease. Facilitate strategy adjustments, optimize asset allocations, and manage tax budgets effectively—all within a seamless, enterprise-ready framework designed for smarter, more personalized client proposals.

Custom Security Master

Custom Analytics

Proposal Management

Standardize and control proposal workflows by importing existing proposal documents into VRGL, designating slides as required or optional to maintain brand consistency and ensure compliance with firm standards and regulatory requirements.

READY TO ADD A "WOW" TO YOUR PROPOSAL PROCESS?

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