Modern CRM integrated with a wealth management tool to simplify investment proposals.
Overview
VRGL is an advanced wealth management platform designed to streamline the investment proposal and client acquisition process. VRGL offers a comprehensive suite of tools, including risk tolerance assessments, statement extraction and aggregation, institutional-grade analytics, and proposal management. With this integration, advisors can seamlessly connect their Wealthbox Contact Record with VRGL to create a new profile or update an existing one, ensuring that all relevant information is transferred without duplicative efforts.
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“VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors.”
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