Wealthbox is excited to announce a new integration with VRGL, 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.
View our previously recorded live webinar to learn more about the integration between Wealthbox + VRGL.
Josh Smith, Co-founder & CEO at VRGL“VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors,” said Josh Smith, Co-founder and CEO at VRGL. “This partnership aims to streamline the client onboarding process and ensure your CRM and core proposal tool are always in sync.”
John Rourke, Co-founder & CEO at Wealthbox“We are thrilled to integrate VRGL with Wealthbox, providing advisors with a powerful solution to enhance their sales enablement workflow,” said John Rourke, Co-founder & CEO at Wealthbox. “This partnership not only simplifies the client onboarding process but also ensures that all data remains synchronized and accessible, enabling advisors to deliver an even higher level of service.”
How it works
Once the integration is enabled, advisors can use the “Send To” menu within the Wealthbox Contact Record to send contact information directly to VRGL. When creating a new Investor Profile, selecting “VRGL” from the “Send To” menu opens the VRGL application in a new tab, automatically populating the profile with the client’s contact details.
Advisors can then make necessary adjustments, complete additional fields, and finalize the profile by selecting “Add Profile.”
For existing linked contact records, selecting “VRGL” from the “Send To” menu will direct advisors to the Investor Profile checklist landing page in the VRGL application, allowing them to continue working on the investment proposal. This integration eliminates the need for manual data entry and ensures data consistency across both platforms, enabling advisors to efficiently manage client information and focus on delivering exceptional client service.
Learn more
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- Integration Page: Learn more on the VRGL + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the VRGL integration with easy instructions.
View our previously recorded live webinar to learn more about the integration between Wealthbox + VRGL.
