IN THE PRESS

DALLAS, TX, August 20, 2024 -- 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.

The integration between VRGL and Wealthbox enables a seamless one-click linkage between Wealthbox client records and VRGL profile creation. This functionality ensures that mutual clients can effortlessly connect and synchronize records between both platforms, eliminating duplicative efforts and enhancing workflow efficiency.

"VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors," said Josh Smith, Co-founder & CEO of VRGL. "This partnership aims to streamline the client onboarding process and ensure your CRM and core proposal tool are always in sync."

"We are thrilled to integrate VRGL with Wealthbox, providing advisors with a powerful solution to enhance their sales enablement workflow," said John Rourke, Co-founder & CEO of Wealthbox. "This partnership not only simplifies the client onboarding process but also ensures that all data remains synchronized and accessible, enabling advisors to deliver an even higher level of service."

Advisors interested in learning more about the VRGL and Wealthbox integration are invited to join a live demo webinar on September 5th at 2PM ET. Additionally, VRGL is offering Wealthbox clients a 10% discount off VRGL's standard fee through September 30th, 2024. To get started, please email sales@vrglwealth.com.

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