VRGL Wealth
Intake. Educate. Generate
VRGL automates the investment proposal process, helping advisors explain the "what" and "why" in MINUTES!
EXPERIENCE THE POWER OF VRGL
75%
REDUCTION IN TIME TO PORTFOLIO ANALYSIS
50%
ACCELERATION IN TIME TO NEW REVENUE
30%
INCREASE IN PROSPECT-TO-CLIENT CONVERSIONS
25%
INCREASE IN INITIAL CHECK SIZE
Investment statements in. Actionable reports out in minutes.
VRGL accelerates growth by empowering advisors to introduce investment insights earlier in conversations, building trust faster. By quickly providing a holistic view of prospects' current portfolios compared to the advisors' chosen portfolio, advisors can demonstrate value and differentiation through personalized proposals.
