Streamlining Proposal Generation with VRGL + Wealthbox

Creating consistent, high-quality investment proposals shouldn’t slow your team down. Join VRGL and Wealthbox for a webinar focused on streamlining the proposal generation process from statement extraction through final proposal generation. We’ll show how advisors can use VRGL’s Proposal Generation workflow alongside Wealthbox to move from raw statements to ready-to-share proposals and reports, reduce manual work, and move prospects forward more efficiently. 

This webinar will cover:

1. How advisors can move from statement extraction to final proposal generation in a single workflow 
2. Using VRGL’s Proposal Generation workflow to reduce turnaround time and manual effort 
3. Connecting proposal steps to tasks and workflows in Wealthbox to support follow-through 
4. Best practices for improving efficiency and execution throughout the proposal process