INTAKE
With VRGL's Risk Tolerance and Statement Aggregation features, you'll have all the information you need to WOW and WIN - in just a few clicks.
RISK TOLERANCE
Key Risk Tolerance Features
Turnkey Risk Tolerance Questionnaire
Efficiently assess each prospect's or client's risk tolerance in minutes with 15 industry researched risk tolerance questions measuring both risk appetite and time horizon.
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.
Tailored Risk Levels
Tailor custom risk categorizations to your firm's unique perspectives. With editable default categories, you can define parameters for assessing Risk Tolerance, ensuring compliance and further personalizing the risk assessment process.
Benchmark Portfolio Assignment
Assign benchmark portfolios and investment strategies to different Risk Levels and utilize VRGL's Risk analytics to identify strengths and weaknesses of the current portfolio and propose a more appropriate portfolio strategy.
STATEMENT AGGREGATION
Key Statement Aggregation Features
Automated Statement Extraction
Using proprietary technology, VRGL extracts all holdings, transactions, market values, realized and unrealized gains/losses, and fees from client portfolios, either through paper or electronic PDF statements or direct wealth management integrations.
Account Aggregation
VRGL empowers you to holistically view your prospect's or client's current investment world by aggregating accounts from different service providers, and the option to include or exclude accounts based on prospect and client situations and life changes.
Holdings Entry & Export
VRGL provides the option to enter holdings directly and/or export holdings data for upload into external upstream and downstream systems.