Articles from VRGL

The relationship brings VRGL’s growth solution to Focus advisors and support staff, as well as independent firms on the Focus Partners Advisor Solutions platform, providing an enterprise-grade prospect-to-client engagement workflow.

VRGL, a leading Client Acquisition and Investment Proposal Management solution, is excited to announce the launch of its enhanced capabilities for Custom Investment Classification and Reporting. This powerful new suite of capabilities is designed to help financial advisory firms better streamline their exact investment proposal and reporting requirements, communicate their unique investment strategies and styles, align to existent client reporting, strengthen client relationships, and differentiate themselves in an increasingly competitive market.

VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the release of its new Tax Transition feature. This powerful addition enables advisors to transition client portfolios from their current state to a targeted investment strategy, optimizing for specific tax budgets.

VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the completion of a strategic fundraising round. The round was led by existing investors FINTOP Capital and MissionOG, with significant support from Northwestern Mutual, Flyover Capital, Fin Capital, and other key industry insiders and friends of the firm.

VRGL, a Client Acquisition and Investment Proposal Management solution, is excited to announce its live integration with Wealthbox, a top-tier CRM software for financial advisors.

VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational requirements.

VRGL, a Client Acquisition, Proposal Management and Retention ("CAPM & R") solution, is excited to announce the upcoming launch of its new Client Transition and Proposal Management features, set to be widely available at the end of the month. VRGL's industry-leading solution empowers wealth management firms to streamline the entire client transition lifecycle, enabling customization, operational efficiency, and compliance with both firm standards and regulatory requirements, including the SEC marketing rule and FINRA guidelines. For the first time, an advisor will be able to aggregate account information, assess detailed 5 Pillar AnalysesTM, create proposed and consolidated accounts, demonstrate tax transitions, and generate a beautiful, compliant presentation in as short as a few minutes. Key Proposal Management features include: