Solution introduction
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
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.
Risk tolerance
Leverage VRGL's Risk Tolerance Questionnaire or build your own to identify the optimal risk tolerance and investment approach for your prospect or client, streamlining the identification of appropriate investment allocations and strategies.
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.
