Get started with Wealthbox + VRGL

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.

Once a prospect or client contact record is created in Wealthbox, advisors can easily link the record to an Investor Profile within VRGL.