INTAKE. EDUCATE. GENERATE.
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?
VRGL automates the investment proposal process, helping advisors explain the "what" and "why" in MINUTES!
THE "WHAT"
-
What is going on in your current financial world?
-
Are there any holdings or assets that are important to you to maintain as you consider a transition?
-
Are you appropriately allocated between taxable and nontaxable accounts to maximize portfolio returns?
-
What specific needs and wants do you have as we contemplate presenting a formal proposal to you?
-
Are there any particular concerns that you have with macro or micro events?
THE "WHY"
-
Assess if the risk tolerance and positioning / asset allocation are appropriate.
-
Ensure personalization and customization can exist with clients as needed. -
Maximize taxable and nontaxable client outcomes. -
Facilitate a personalized conversation that is easy to understand.
-
Implement strategies to mitigate risks and protect clients from financial setbacks.
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
THE SOLUTION
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.
RISK TOLERANCE
ASSESS YOUR PROSPECT'S RISK APPETITE
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
EXTRACT DATA IN MINUTES
Using proprietary technology, VRGL extracts relevant information from client portfolios, either through paper statements or direct wealth management integrations.
5 PILLAR ANALYTICS
GAIN AN OBJECTIVE ANALYSIS
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
GENERATE PROPOSALS THAT WOW
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.
ONGOING MONITORING
MAINTAIN & GROW EXISTING AUM
Regularly assess clients' progress and proactively adapt to evolving life changes while maintaining goal alignment.
ADOPTED BY TOP WEALTH MANAGEMENT FIRMS
Trusted by thousands of financial advisors and their teams, with a growing user base every day.
SEE WHAT OUR CLIENTS ARE SAYING ABOUT US.
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.
Sean Russo
Research Associate at Ritholtz Wealth Management
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.
Brad Osten
Financial Advisor at NDVR
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.
Josh DeLoach
Chief Strategy Officer & Partner at Nilsine Partners
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.
Drew Abramson
Partner at Olympus Capital
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.
Michael Mustian
Founder & Financial Advisor at WiseWay Advisors, LLC
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.
Sophia Tronolone
Sr. Client Services Associate at 4Wealth Financial Group
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.