VRGL makes designing, editing, and composing proposals with qualitative and quantitative information easy. The Proposal Builder and Slide Sorter empower advisors to build hyper-customizable, branded content within VRGL's application and dynamically populate their own content with VRGL's 5 Pillar Analytics.
SAY GOODBYE TO BURDENSOME WORKFLOWS
PROPOSAL TEMPLATE CREATION PROCESS
VRGL's Proposal Generator and Slide Sorter help consolidate your workflow into a central location, ensure compliance, reduce errors, and expedite your time to close.
> Automates process, saves time, and reduces errors
> Leverages Excel, PowerPoint, and PDF technologies to give you a best of breed solution
> Ease of access to pre-approved, branded content
> Slide Sorter for easy customization
> Current investments compared to proposed investment strategies (Left Side/Right Side Analysis)
> Tax Transition information and suggested portfolio allocations
> Compliance with Department of Labor retirement account transition requirements