STATEMENT EXTRACTION


VRGL's platform allows you to extract all transactions, market values, gains and losses, and fees from PDF statements with ZERO INTERACTION from the advisor in less than a few minutes

Image Map
1

Step 1: 
Leverage the customizable invitation feature to invite your prospective client to upload their PDF statements.
2

Step 2:
Drag and drop the client's statements into the VRGL application.
3

Step 3: 
Five minutes later, the power of VRGL has extracted and analyzed all relevant information.

OUR PROCESS

> Extract holdings from statement documents

> Extract transactions and realized gain/loss

> Reconcile the extracted data against the summary tables in statements

> Ensure immediate or timely response (no more than 24 hours, even for scans)

FEATURES

> Support multiple accounts from multiple custodians

> Display holdings across accounts

> Option to aggregate into a single portfolio or account-by-account

> Seamlessly flow data to downstream systems

> Go beyond statement extraction and aggregation to advanced analytics with our 5 Pillar Analyses

READY TO ADD A "WOW" TO YOUR WINE & DINE?