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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.
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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.
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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.
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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.
Product Description
About this Product
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
About VRGL, Inc
VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process. Capabilities include risk tolerance, statement aggregation (including PDF statement extraction of all data), institutional-grade analytics, and proposal management capabilities. By giving clients a holistic view of their consolidated investment portfolio and illustrating a potential transition, VRGL enables advisors to quickly demonstrate their value proposition while ensuring compliance with risk tolerance and investment policies. Through the seamless aggregation of all client investment data, a no-touch analytics package, and automated proposal generation, advisors can contextualize their investment offerings and advice, fostering a more personalized and impactful client experience. This allows advisors to accelerate client acquisitions and enhance the retention of existing AUM.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.