GENERATE
VRGL's Proposal Management feature equips your team to win business faster with personalized, compliant, and visually stunning proposals.
UNLOCK GROWTH & EFFICIENCY WITH VRGL PROPOSALS
PROPOSAL MANAGEMENT
Key Proposal Management Features
Configurable Account Creation
Aggregate and optimize account transitions directly in VRGL, honoring the customization necessary for client transitions.
Tailored Content Management
Create proposal templates tailored to different audiences, such as those with different investment types or different net-worth ranges.
Trust Building Visualizations
Show detailed reports that dig deeper into an individual's or household's wealth, using VRGL's current vs. recommended visual comparisons.
Multi-Format Output
Generate proposals in a variety of formats, such as PDF and PowerPoint, granting the flexibility to align with firm preferences.
HOW A CONSISTENT PROPOSAL WORKFLOW BENEFITS YOUR ENTIRE FIRM
COMPLIANCE
Keep Compliance Happy
Import existing proposal documents into VRGL, ensuring both brand consistency and adherence to firm standards and regulatory requirements.
CLIENTS
Improve Transparency
Institutional-grade analytics provide objective portfolio insights, giving clients confidence and trust in your advice.
BUSINESS DEVELOPMENT
Unlock Growth
Reduce time building proposals, focus more on conversations, and get prospects to the "Yes" moment faster.