THE PLATFORM

VRGL's platform accelerates the decision-making process of wealth management clients by harvesting the power of institutional grade analytics and automated data extraction for wealth management organizations. By providing prospective and existing clients with an understanding of their consolidated investment picture, advisors can show how and why they add value.

 

MODERNIZING THE WAY ADVISORS ENGAGE

OUR SOLUTION

THE POWER OF VRGL

Eliminate the use of multiple applications. Offload a tedious and manual process. Create significant value at the front end of your engagement. Build trust faster.

INTAKE

EDUCATE

GENERATE

Statement Aggregation

Using proprietary technology, VRGL extracts relevant information from client portfolios, either through paper statements or direct wealth management integrations.

5 Pillar Analytics

With the extracted data, VRGL objectively assesses the prospect's or client's portfolio relative to the model portfolio across 5 key pillars: performance, risk, diversification, taxes, and fees.

Proposal Management

Show your firm's value and differentiation by creating fully white-labeled, compliant PDF or PowerPoint proposals and reports with 5 Pillar Analytics and current vs. proposed comparisons.

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