Vrgl
Highly Engaged Employees
Financial Software · Texas, United States · 11-50 Employees
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Overview
Headquarters
3090 Nowitzki Way Ste 300, Dallas, Texas...Phone Number
(800) 852-8745Website
www.vrglwealth.comRevenue
<$5 MillionIndustry
About Vrgl
Vrgl Org Chart
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Series A
$15M
Vrgl Tech Stack
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Vrgl News & Media
Focus Financial Partners Selects VRGL to Help Standardize and Scale the Prospect and Client Engagement Process
The relationship brings VRGL’s growth solution to Focus advisors and support staff, as well as independent firms on the Focus Partners Advisor Solutions platform, providing an enterprise-grade prospect-to-client engagement workflow. The relationship brings VRGL’s growth solution to Focus advisors and support staff, as well as independent firms on the Focus Partners Advisor Solutions platform, providing an enterprise-grade prospect-to-client engagement workflow.VRGL Appoints Veteran Fintech Executive Kyle Zasky as Chief Executive Officer
ACCESS Newswire is the leading global press release distribution service. Tell your story and reach millions of journalists. Contact us today to get started.VRGL Launches Fully Customizable Investment Classification and Reporting Capabilities
DALLAS--(BUSINESS WIRE)-- #Fintech--VRGL, a leading Client Acquisition and Investment Proposal Management solution, is excited to announce the launch of its enhanced capabilities for Custom Investment Classification and Reporting. This powerful new suite of capabilities is designed to help financial advisory firms better streamline their exact investment proposal and reporting requirements, communicate their unique investment strategies and styles, align to existent client reporting, strengthenVRGL Launches Tax Transition Optimization to Enhance Client Portfolio Recommendations
DALLAS--(BUSINESS WIRE)-- #Fintech--VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the release of its new Tax Transition feature. This powerful addition enables advisors to transition client portfolios from their current state to a targeted investment strategy, optimizing for specific tax budgets. The Tax Transition feature is designed to automate and optimize the structuring of a bespoke portfolio recommendation while adhering to restrictions on tax budg
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Frequently Asked Questions Regarding Vrgl
VRGL is a growth platform designed for wealth management firms, enabling advisors to transform complex financial data into clear investing insights. The platform supports independent advisors in acquiring and engaging clients while providing enterprise wealth firms with standardized workflows across teams. By streamlining the work behind advice, VR... Read More