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TECHNOLOGY PROVIDERS Innovation New Applications
VRGL, INC.
CAPM & R Tool
VRGL accelerates the Client Acquisition, Proposal Management, and Retention (“CAPM & R”) process for financial advisors by providing a streamlined workflow enabling them to: Intake: Seamlessly intake a prospect’s brokerage statements, and extract all relevant information including positions, transactions, tax lots, realized and unrealized gain/ loss, and fees while also allowing an advisor to compare relevant investment models and strategies from their portfolio management solution. Educate: Objectively assess a
prospect’s portfolio against VRGL's 5 Pillar institutional-grade analytics: performance, risk, diversification, taxes, and fees, to create education on the prospect’s current allocation vs. the proposed. Generate: Convey differentiation by leveraging VRGL’s 5 Pillar Analytics to generate a fully white- labeled PDF proposal illustrating why a prospect’s assets would be better served by you as the advisor.
VRGL provides institutional-grade analytics and automated data extraction to empower wealth management firms to accelerate the Client Acquisition, Proposal Management & Retention process (“CAPM & R”). By giving prospective clients a complete view of their consolidated investment picture, VRGL enables advisors to quickly demonstrate how and why they add value by providing clear insights into Performance, Risk, Diversification, Taxes, and Fees. With VRGL, the time and cost associated with lengthy prospecting are significantly reduced as VRGL helps expedite time to revenue by 50% with a 25% increase in initial check size. VRGL’s technology and process are proprietary and unique, allowing advisors to be completely hands-off with an otherwise manual and cumbersome process by streamlining and accelerating the ability to intake and extract all relevant information from PDF brokerage statements, objectively assess a client’s portfolio with institutional grade analytics, and generate custom proposals that convey differentiation.
214 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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