michael.pendergrass
Acronym
VRGL, Inc
Product ID
VRGL
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Description
Wealth advisor tool that accelerates the investment proposal and client acquisition process.
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Details
- Leverage VRGL's Risk Tolerance Questionnaire or build your own to identify the optimal risk tolerance and investment approach for your prospect or client, streamlining the identification of appropriate investment allocations and strategies.
- Seamlessly extract all transaction, market value, gain and loss, and fee information from client portfolios, either through paper statements or direct wealth management integrations in just a few minutes.
- Support multiple accounts from multiple custodians, display holdings across accounts, aggregate into a single portfolio or review account-by-account, and seamlessly flow data to downstream systems.
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- Objectively assess your prospect's or client's portfolio against 5 key pillars: performance, risk, diversification, taxes and fees, revealing deep insights into their investment world.
- Demonstrate how and why you are the right advisor to drive your prospect's long-term financial success with VRGL's current vs. proposed comparisons.
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- Generate fully white-labeled, risk-aligned, compliant PDF or PowerPoint proposals and reports with 5 Pillar Analytics and current vs. proposed comparisons.
Features
Wealth advisor tool that accelerates the investment proposal and client acquisition process:
- No touch, fully integrated statement extraction process
- Analytics: Performance, Risk, Diversification, Taxes & Fees
- Generate white-labeled, compliant, & risk-aligned proposals
Vendors
Management Style
Schwab Products