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PRESS RELEASES


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.

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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.

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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.

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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.

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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.

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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.

PRESS RELEASE

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.

PRESS RELEASE



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.

PRESS RELEASE

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.


PRESS RELEASE