We are excited to announce our participation in FINTOP Capital's Annual JAM FINTOP Summit! As a proud portfolio company of FINTOP Capital, we look forward to connecting with fellow FinTechs, banks, and industry experts. Co-founder Josh Smith will be onsite. If you'd like to schedule a 1:1 meeting, please reach out. See you in Nashville! 🎶
VRGL
Investment Management
Dallas, TX 6,723 followers
Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management.
Über uns
Founded by pioneers of the institutional wealth management software industry, 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.
- Website
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http://www.vrglwealth.com
External link for VRGL
- Industrie
- Investment Management
- Größe des Unternehmens
- 11-50 Mitarbeiter
- Hauptsitz
- Dallas, TX
- Typ
- In Privatbesitz
- Gegründet
- 2021
Standorte
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Primäre
Wegbeschreibung erhalten
Dallas, TX, US
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Wegbeschreibung erhalten
San Francisco, CA, US
Employees at VRGL
Aktualisierungen
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Did you catch the beginning of the latest episode of The Compound and Friends podcast? Hint: 🍔🍔🍔 We are bringing the In-N-Out truck to the Future Proof Festival for the second year in a row - and you won't want to miss it! First come, first serve. Save the date: 📆 Tuesday, September 17th 🕛 7:00 PM 📍 By the Ocean Stage P.S. Joshua Brown we will have the first batch waiting for you, Michael Batnick, and the band 🎸 https://lnkd.in/ebyNDQnX
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It's not too late to grab a front row (virtual) seat to see these 7-industry leading AI fintech solutions in action💥 VRGL Pulse360 ARQA FP Alpha Snappy Kraken WealthFeed Orion 📅 Today 🕛 1 PM CT / 2 PM ET 🎤 Moderated by Craig Iskowitz, Ezra Group, LLC 🔗 https://lnkd.in/edtd7QZp Can't attend? RSVP to receive the recording!
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Thank you Michael Casciano for having us on your latest episode of 3 Good Questions! Check it out below ⬇️
Enjoyed having Josh Smith of VRGL on 3 Good Questions with EVO Wealth Consulting. Nothing better than solutions born out of inspiration from real life experiences. Josh shares VRGL's why, the origin story and how... VRGL helps advisors collect and make sense of client account data to present it in a streamlined and visually pleasing format for prospects and clients. This team grinds as hard as anyone in the wealth tech space. Spend some time with them at your next conference or reach out through the link in the comments below. #wealthtech #RIA #fintech #wealthmanagement
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If you are looking to streamline your operations, enhance client interactions, or to simply stay ahead of industry trends - we have the event just for YOU! This Wednesday at 2PM ET, join Craig Iskowitz of Ezra Group, LLC and 7 industry leading firms to explore how AI can transform your practice, allowing you to focus on what truly maters: building relationships and growing your business. Josh Smith - Co-founder & CEO of VRGL Anand Sheth - Founder & CEO of Pulse360 Haik Sahakyan - Co-founder & CEO of ARQA Ian Finnerty, - Director, Advisor Sales of FP Alpha Robert J. Sofia - CEO of Snappy Kraken Rylan Folts - Co-Founder & Head of Sales of WealthFeed David Mehlhorn - VP, Corporate Marketing of Orion Register now! 🔗https://lnkd.in/e_vN-8kJ Can't attend? Register anyway to receive the recording!
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Josh Smith recently joined Ross Marino, CFP®, CeFT® on The SHIFT Show to discuss how VRGL came to be, how it's implemented from initial engagement to proposal generation, and why clients are telling advisors things like, "Wow I had no idea that was going on in my portfolio!" Listen Now >> https://lnkd.in/gZddS48e
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VRGL reposted this
Are you ready for the AI revolution? 🖥️🧠 We've been leveraging AI-powered solutions for years, helping advisors offer tax, estate and insurance planning to their clients. Now, we're joining other tech frontrunners to show you how AI is changing the world. AI and Automation Summit Wednesday, July 24 at 2:00 pm ET You'll see cutting-edge fintech in action and learn how to: 💡 Streamline operations 💡 Enhance client relationships 💡 Drive growth 👉 Don't miss it! https://hubs.la/Q02GZ2Hd0 Ian Finnerty, CFP®, CIMA® Craig Iskowitz Andrew Altfest, CFP® Pulse360 Snappy Kraken VRGL Orion WealthFeed ARQA Anand Sheth Robert J. Sofia Natalie Wolfsen Josh Smith Sam Kendree Haik Sahakyan Rylan Folts Madisen Bauman, MBA
AI & Automation Summit 2024 - Pulse360
https://pulse360.com
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Have you registered for the AI & Automation Summit yet? Join VRGL and 6 leading fintech's later this month to discover how AI can transform your practice, allowing you to focus on what truly matters: building relationships and growing your business. 📅 July 24th ⏲️ 2 PM ET / 11 AM PT 🌐 Online Event 🎟️ Free Don't miss out—save your seat now! ⬇️ https://lnkd.in/e_vN-8kJ Pulse360 Snappy Kraken WealthFeed Orion FP Alpha ARQA
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Ready to accelerate your firm's growth by giving #AI solutions an important place in your advisory practice? VRGL is excited to announce our inclusion as one of 7 #fintech partners participating in the 2nd annual AI & Automation Summit for Financial Advisors this July! Craig Iskowitz of Ezra Group, LLC will moderate to take you through the AI technologies you need to know as a financial advisor. You'll learn about the trends and advancements powering firms today with insights from VRGL CEO Josh Smith. He'll be joined by industry experts Anand Sheth, Robert J. Sofia, Ian Finnerty, CFP®, CIMA®, Haik Sahakyan, Rylan Folts and David Mehlhorn. Get ready for a day that will show you how AI solutions can help your firm streamline operations, enhance client relationships, and drive growth. 📅 July 24 at 2 pm ET Save your spot here: https://lnkd.in/e_vN-8kJ Pulse360 Snappy Kraken Orion FP Alpha ARQA WealthFeed
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