INSIGHTS

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. Press the icon below to access the full press release.

PRESS RELEASE

"We are thrilled to have completed our latest round of financing. VRGL has quickly established itself as a leading player in the wealth management software space," said Josh Smith, CEO and co-founder of VRGL. "This round will allow us to accelerate our go-to-market and to continue enhancing our investment proposal platform and operational efficiency." Press the icon below to access the full press release.

PRESS RELEASE

The integration between VRGL and Wealthbox enables a seamless one-click linkage between Wealthbox client records and VRGL profile creation. Press the icon below to access the full press release.

PRESS RELEASE

Co-founder and CEO at VRGL, Josh Smith, presented in the 2nd Annual AI & Automation Summit on July 24th alongside leaders from Pulse360, FP Alpha, Orion, Snappy Kraken, ARQA, and WealthFeed. In addition to a demo tour of the different fintechs, Craig Iskowitz of Ezra Group moderated a discussion on how AI can transform wealth management practices, allowing advisors to focus on what truly matters: building relationships and growing business.

WATCH NOW

VRGL Co-founder & CEO Josh Smith sat down with Ross Marino on The SHIFT Show podcast episode, "Get Hyper-Personalized Using Technology", to discuss how leveraging technology to provide personalized services helps advisors both acquire and retain clients, and more!

PODCAST

This comprehensive guide presents strategies, tools, and processes that you can leverage to accelerate your firm's client acquisition process.

FULL ARTICLE

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. Press the icon below to access the full press release.

PRESS RELEASE

Since implementing VRGL, Stonebrook has accelerated their client acquisition process, securing a $1.6 million account in just two meetings. Overall, Stonebrook has experienced a 50% decrease in the time from initial outreach to client onboarding, as well as significant time and resource savings throughout their operations.

FULL STORY

Co-founder & CEO for VRGL, Josh Smith, sat down with CityWire RIA to discuss how personalization and technology are key to accelerating client acquisitions.

FULL INTERVIEW

Meet Andrew, a young professional, and John, a financial advisor who wants to help Andrew make the best possible decisions for his financial wellbeing!

FULL STORY

By selecting VRGL, Steward Partners aims to provide a single, compliant source for proposals related to new client acquisition and further increase organic growth through speed to market, added personalization, and clear differentiation in the marketplace. Press the icon below to access the full press release.

PRESS RELEASE

"Much more than just a pretty picture on a page, we are excited to introduce our enhanced Client Acquisition tool" said Josh Smith, Co-founder & CEO at VRGL. "We've already seen significant client acquisitions occur leveraging VRGL's platform and we expect this only to increase with our new capabilities." Press the icon below to access the full press release.

PRESS RELEASE

Since implementing VRGL in their prospecting process, the Nilsine team has built trust faster by introducing VRGL and relevant data and analytics earlier in the prospect conversation leading to successful client acquisitions, including two 7-figure clients.

FULL STORY

VRGL is recognized as a sponsor for Asset-Map's annual AdviceTech.LIVE virtual event taking place on September 29th.

PRESS RELEASE

Co-founder and CEO at VRGL, Josh Smith, participated in the inaugural AI & Automation Summit on July 12th with Pulse360, FP Alpha, and Redtail. In addition to a panel discussion exploring the distinctions between technologies like generative AI, machine learning and robotic process automation, the summit took attendees on a prospect journey facilitated by AI-powered tools currently available from the participating companies.

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FULL STORY

Say goodbye to the tedious and manual process of extracting and analyzing statements. RWM recognized this pain point and joined forces with VRGL to enhance their operations and drive growth. Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process.

FULL STORY

In this article, we'll discuss three ways to set yourself apart and make a lasting impression on your clients.

FULL ARTICLE

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VRGL announces Soc 2 Type 1 Certificate.

FULL ARTICLE

"We saw a real opportunity to add a quantitative arrow in the quiver, by actually bringing analytics to the front end of the client engagement process," said Josh Smith.

VIDEO

VRGL Co-founder & CEO Josh Smith sat down with Matt Brown on the Matt Brown Show series, "Built in Texas", to discuss how VRGL is solving a $500M a year problem for financial advisors.

PODCAST

VRGL's partnership with Canoe allows wealth managers with access to relevant traditional and alternative investment data and portfolio analytics to communicate their unique value to prospective and current clients. Press the icon below to access the full press release.

PRESS RELEASE

Q&A interview with Chief Technology Officer, Whitney Weaver.

MEET WHITNEY

Click the link below to see a recap of the VRGL team's favorite moments from the 2022 Future Proof festival.

EVENT RECAP

"As investors in Josh's prior company Solovis, we are thrilled to be partnering with him and this management team again" said Rick Kushel, co-founder and Managing Partner at FINTOP Capital. "Tech-driven transparency is long overdue in wealth management, and there's no better team to deliver it." Press the icon below to access the full press release.

PRESS RELEASE

Data Scientist at VRGL, Joseph Wang, explores how technology can be harnessed to better the wealth management client experience in latest article for the Finance Derivative.

FULL ARTICLE

Co-founder & CEO for VRGL, Josh Smith, sat down with Noelle Boughton from Wealth Professional to discuss how to draw new clients into the fold more quickly.

FULL ARTICLE

VRGL's partnership with BridgeFT will provide an integrated, front-to-back analytics and portfolio management suite that allows wealth management organizations to enhance transparency and deliver a new level of client and prospect interaction and engagement. Press the icon below to access the full press release.

PRESS RELEASE

Co-founder & CEO for VRGL, Josh Smith, sat down with Tyler Gallagher for Authority Magazine to discuss Five Things You Need To Create A Highly Successful Startup

FULL INTERVIEW

VRGL is selected as a top 10 finalist presenter for the inaugural Future Proof FintechX Demo Drop.

PRESS RELEASE

Q&A interview with Sr. Data Scientist, Snow Wang.

MEET SNOW

Data Scientist at VRGL, Joseph Wang, explores how artificial intelligence (AI) is changing the wealth management industry in latest article for the Global Banking & Finance Review.

FULL ARTICLE

Senior Data Scientist at VRGL, Snow Wang, discusses how artificial intelligence (AI) can streamline wealth management in latest article for The AI Journal.

FULL ARTICLE

Co-founder & CEO for VRGL, Josh Smith, sat down with Isabel Baxter from thewealthnet to discuss artificial intelligence and machine learning in wealth management.

FULL ARTICLE

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Q&A interview with Chief of Staff, Jesse Gurevich.

MEET JESSE

VRGL Co-founder & CEO Josh Smith sat down with Michael Batnick and Ben Carlson on the Animal Spirits Podcast to discuss how the VRGL platform harnesses the power of machine learning and artificial intelligence to shorten time to revenue by 50% or more.

PODCAST

Q&A interview with Sr. Sales Executive, Hillary Murray.

MEET HILLARY

VRGL launches advanced platform to bring the power of institutional-grade analytics to retail wealth management firms. Press the icon below to access the full press release.

PRESS RELEASE