How Advisors Use Wealthbox + VRGL for Simplified Investment Proposals

Join us for a previously recorded live webinar to discover how advisors using Wealthbox and VRGL can streamline the client onboarding process and enhance proposal management. Learn how to leverage these integrated tools to save time, reduce errors, and deliver a superior client experience.

This webinar covers:

1. How VRGL simplifies investment proposals and client acquisition with its powerful wealth management tools.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration between VRGL and Wealthbox ensures seamless synchronization of client data for efficient workflow management.
4. The benefits of the VRGL and Wealthbox integration and how to easily get started.