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PROPOSAL MANAGEMENT


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

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1

Create firm-specific proposal templates by uploading your firm's existing PowerPoint proposal documents into VRGL, selecting which slides to include in your Content Library, and sorting slides into customized proposal templates to save for on-the-fly use.
2

Edit slides to add VRGL's analytic content to your firm's proposal, including key data from investor profiles and Left Side/Right Side Analysis comparisons between current and proposed investment strategies.
3

Create multiple templates for different audiences in order to deliver exactly what each client wants to see.

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.

BENEFITS

> Compliance-approved

> 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

FEATURES

> 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

READY TO ADD A "WOW" TO YOUR PROPOSAL PROCESS?