VRGL's platform accelerates the decision-making process of wealth management clients by harvesting the power of institutional grade analytics and automated data extraction for wealth management organizations. By providing prospective and existing clients with an understanding of their consolidated investment picture, advisors can show how and why they add value.
MODERNIZING THE WAY ADVISORS ENGAGE
THE POWER OF VRGL
Eliminate the use of multiple applications. Offload a tedious and manual process. Create significant value at the front end of your engagement. Build trust faster.
VRGL allows prospective clients to seamlessly drag and drop their PDF statements into the platform to extract relevant investment data.
5 Pillar Analytics
VRGL objectively assesses the client's portfolio against 5 key pillars, revealing deep insights into their investment world allowing you to show how and why you are the right advisor to drive their long-term financial success.
Generate PDF proposals reflecting VRGL's 5 Pillar Analytics and seamlessly generate a left side / right side comparison of your client's current portfolio vs. the proposed.