PRESS RELEASES
VRGL LAUNCHES FULLY CUSTOMIZABLE INVESTMENT CLASSIFICATION AND REPORTING CAPABILITIES
17 MARCH 2025
VRGL LAUNCHES FULLY CUSTOMIZABLE INVESTMENT CLASSIFICATION AND REPORTING CAPABILITIES
17 MARCH 2025
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. Press the icon below to access the full press release.
VRGL LAUNCHES TAX TRANSITION OPTIMIZATION TO ENHANCE CLIENT PORTFOLIO RECOMMENDATIONS
10 SEPTEMBER 2024
VRGL LAUNCHES TAX TRANSITION OPTIMIZATION TO ENHANCE CLIENT PORTFOLIO RECOMMENDATIONS
10 SEPTEMBER 2024
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 their current state to a targeted investment strategy, optimizing for specific tax budgets. Press the icon below to access the full press release.
VRGL CLOSES NEW FUNDING ROUND TO CONTINUE RAPID GROWTH
29 AUGUST 2024
VRGL CLOSES NEW FUNDING ROUND TO CONTINUE RAPID GROWTH
29 AUGUST 2024
"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 round will allow us to accelerate our go-to-market and to continue enhancing our investment proposal platform and operational efficiency." Press the icon below to access the full press release.
VRGL ANNOUNCES INTEGRATION PARTNERSHIP WITH WEALTHBOX
20 AUGUST 2024
VRGL ANNOUNCES INTEGRATION PARTNERSHIP WITH WEALTHBOX
20 AUGUST 2024
The integration between VRGL and Wealthbox enables a seamless one-click linkage between Wealthbox client records and VRGL profile creation. Press the icon below to access the full press release.
VRGL ADDS RISK TOLERANCE CAPABILITIES TO ITS INDUSTRY LEADING INVESTMENT PROPOSAL MANAGEMENT
21 MAY 2024
VRGL ADDS RISK TOLERANCE CAPABILITIES TO ITS INDUSTRY LEADING INVESTMENT PROPOSAL MANAGEMENT
21 MAY 2024
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 requirements. Press the icon below to access the full press release.
STEWARD PARTNERS SELECTS VRGL TO HELP DRIVE CLIENT ACQUISITION AND PROPOSAL MANAGEMENT PROCESS
6 NOVEMBER 2023
STEWARD PARTNERS SELECTS VRGL TO HELP DRIVE CLIENT ACQUISITION AND PROPOSAL MANAGEMENT PROCESS
6 NOVEMBER 2023
By selecting VRGL, Steward Partners aims to provide a single, compliant source for proposals related to new client acquisition and further increase organic growth through speed to market, added personalization, and clear differentiation in the marketplace. Press the icon below to access the full press release.
VRGL ANNOUNCES LAUNCH OF TRAILBLAZING CLIENT TRANSITION AND PROPOSAL MANAGEMENT OFFERING
11 SEPTEMBER 2023
VRGL ANNOUNCES LAUNCH OF TRAILBLAZING CLIENT TRANSITION AND PROPOSAL MANAGEMENT OFFERING
11 SEPTEMBER 2023
"Much more than just a pretty picture on a page, we are excited to introduce our enhanced Client Acquisition tool" said Josh Smith, Co-founder & CEO at VRGL. "We've already seen significant client acquisitions occur leveraging VRGL's platform and we expect this only to increase with our new capabilities." Press the icon below to access the full press release.
CANOE INTELLIGENCE ENABLES VRGL TO STREAMLINE MULTI-ASSET ANALYSIS FOR WEALTH MANAGEMENT CLIENTS
19 OCTOBER 2022
CANOE INTELLIGENCE ENABLES VRGL TO STREAMLINE MULTI-ASSET ANALYSIS FOR WEALTH MANAGEMENT CLIENTS
19 OCTOBER 2022
VRGL's partnership with Canoe allows wealth managers with access to relevant traditional and alternative investment data and portfolio analytics to communicate their unique value to prospective and current clients. Press the icon below to access the full press release.
VRGL ANNOUNCES $15M SERIES A FUNDRAISING ROUND LED BY MISSIONOG AND FINTOP CAPITAL
30 AUGUST 2022
VRGL ANNOUNCES $15M SERIES A FUNDRAISING ROUND LED BY MISSIONOG AND FINTOP CAPITAL
30 AUGUST 2022
"As investors in Josh's prior company Solovis, we are thrilled to be partnering with him and this management team again" said Rick Kushel, co-founder and Managing Partner at FINTOP Capital. "Tech-driven transparency is long overdue in wealth management, and there's no better team to deliver it." Press the icon below to access the full press release.
IN THE PRESS
ASSET-MAP ANNOUNCES ADVICETECH.LIVE 2022 AGENDA, BENEFACTORS, AND SPONSORS
12 AUGUST 2022
IN THE PRESS
ASSET-MAP ANNOUNCES ADVICETECH.LIVE 2022 AGENDA, BENEFACTORS, AND SPONSORS
12 AUGUST 2022
VRGL is recognized as a sponsor for Asset-Map's annual AdviceTech.LIVE virtual event taking place on September 29th.
VRGL AND BRIDGEFT PARTNER TO STREAMLINE PORTFOLIO ANALYSIS FOR WEALTH MANAGERS
2 AUGUST 2022
VRGL AND BRIDGEFT PARTNER TO STREAMLINE PORTFOLIO ANALYSIS FOR WEALTH MANAGERS
2 AUGUST 2022
VRGL's partnership with BridgeFT will provide an integrated, front-to-back analytics and portfolio management suite that allows wealth management organizations to enhance transparency and deliver a new level of client and prospect interaction and engagement. Press the icon below to access the full press release.
IN THE PRESS
FUTURE PROOF'S FINTECHX DEMO FINALISTS
27 JULY 2022
IN THE PRESS
FUTURE PROOF'S FINTECHX DEMO FINALISTS
27 JULY 2022
VRGL is selected as a top 10 finalist presenter for the inaugural Future Proof FintechX Demo Drop.
VRGL ANNOUNCES THE LAUNCH OF REVOLUTIONARY WEALTH MANAGEMENT TECHNOLOGY PLATFORM
22 MARCH 2022
VRGL ANNOUNCES THE LAUNCH OF REVOLUTIONARY WEALTH MANAGEMENT TECHNOLOGY PLATFORM
22 MARCH 2022
VRGL launches advanced platform to bring the power of institutional-grade analytics to retail wealth management firms. Press the icon below to access the full press release.