Does your current proposal tool help you answer the question, "What are we doing and why are we doing it?" with your prospective and current clients? 

Clients really haven't been shown their portfolio in this way. They see statements or excel files, but the actual visuals VRGL provides such as the allocation donuts and tables... it just makes it easier for clients to understand. VRGL is one of the most useful products in our tech stack today - and their use case continues to expand daily.

The biggest opportunity that VRGL has created for us is the ability to provide prospects deeper and more data-driven feedback compared to their current situation. Prior to adopting VRGL, meetings with prospects primarily centered around Nilsine's operational methodologies, without diving into a comprehensive investment comparison. Bringing data to the conversation earlier has enriched the relationship-building process and accelerated decision-making.

The more that I work with VRGL, the more impressed I am by the tool's ability to streamline the creation of a compelling proposal that effectively demonstrates our firm's value. We recently closed a large prospect with the help of a VRGL proposal. In addition to adding value with big prospects, I have also been blown away by the exceptional service provided by the team.

VRGL has been a fantastic addition to NDVR's client journey. The software has cut down on the time it takes our advisors to analyze a prospective or current client's external portfolio by roughly 75% as compared to our former processes. The software can also provide the client with a far deeper understanding of their portfolio, with specific focus on fees, diversification and overall portfolio construction and efficiency.

Working with the VRGL system has allowed us to expand the ways that we analyze our prospects' and clients' portfolios. We appreciate the teams' willingness to receive product feedback and incorporate the feedback into their product roadmaps. This year, we're looking forward to using VRGL for ongoing monitoring of our clients as well as continuing to use the system to bring on new business.

Before VRGL I spent too much time manually inputting data to calculate returns, fees, tax drag, etc. to evaluate prospective client accounts. VRGL has been a game-changer because it automates the whole process! Plus, VRGL enables me to share a compelling visual with the client that is easy for them to understand.

VRGL's analytics, data extraction, and features, paired with an attentive team, aid in creating a unique experience that saves our firm time when preparing financial data for our clients and prospects. VRGL's team incorporates our feedback in their new product releases, meeting our needs, and exceeding our expectations. Our weekly calls with [the team] were outstanding, and we would not have had such a great experience without their help.

VRGL has streamlined our prospecting processes with its statement extraction and robust analytics, saving us time and expanding our scope of portfolio analysis. The team has been readily available to answer questions and exceptionally prompt and thorough in assisting. All of my suggestions were met with collaborative discussion and, if systematically possible, acted upon. I look forward to continuing our work together and seeing what the VRGL team comes up with next.