@VRGLwealth

Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech

vrglwealth.com
Joined March 2022
  • Tweets179
  • Following482
  • Followers182
45Media
a shot across the bow of a number of wealthtech startups building on AI / NLP for importing client statements. @NitrogenWealth announces AI Statement Capture @VRGLwealth @fpalpha
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⏳ Webinar Today! Join @VRGLwealth and @Wealthbox in our integration partner demo at 2 PM ET. It's not too late to sign up 👉 tinyurl.com/26bnb5s3
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Fin Capital congratulates @VRGLwealth on their latest strategic funding round! 🚀 We're excited to continue supporting Josh Smith and the entire team in streamlining the investment proposal process. And we're glad to participate alongside FINTOP Capital, MissionOG, Northwestern Mutual, and Flyover Capital. Check out the full release here: vrglwealth.com/vrgl-closes-n…
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📣 New Partnership! Learn about the new integration between @VRGLwealth + @Wealthbox that simplifies investment proposals. Learn more 👉 tinyurl.com/wp4zmxpb
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Wealthbox is going “animal-style.” Following our integration announcement today with @VRGLwealth , we’re delighted to further partner with them at @FutureProof_HQ by co-sponsoring the In-N-Out Burger food truck! 🍔
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Check out this year's AI and Automation Summit, Wednesday, July 24 at 2:00 ET, an exclusive summit showcasing cutting-edge AI solutions tailored for financial advisors. hubs.la/Q02DTtWv0 @craigiskowitz @Pulse360 @VRGLwealth @orionwealthtech @snappykraken @arqa_ai
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Attention financial advisors! Ready to learn how AI can transform your practice? Join us for the #WealthAI Summit featuring leading software vendors Vise, @_FPAlpha, @Pulse360, and @VRGLwealth. Register now 👉🏼 bit.ly/3VMKtFS #fintwit
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Are you ready for the AI revolution? Don't miss the virtual #AI and Automation Summit, Wed July 24th at 2 pm ET. More info 👉 hubs.la/Q02G5mR00 @craigiskowitz @Pulse360 @VRGLwealth @orionwealthtech @snappykraken @arqa_ai
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On this episode of the SHIFT Show, Josh Smith joins @Ross__Marino to discuss what makes @VRGLwealth so powerful. Listen in to find out why clients are telling advisors, "No one has ever talked to me about this before!" Link to listen in the comments 👇
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Don't miss out on our webinar TOMORROW with @VRGLwealth and @Holistiplan! Register here 👇 bit.ly/48ZAqBA
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We're teaming up with @VRGLwealth and @Holistiplan to cover how to generate thoughtful deliverables that help win prospects and retain clients! Register here 👇 bit.ly/3TmScsG
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THE SMOKE SHOW!🔥 Tune in virtually as the Co-founder & CEO at @VRGLwealth, Josh Smith, takes the stage to pitch to the judge's panel on November 15th at 2pm EST! Register here: events.zoom.us/ev/AnRk0Nc2yk…
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Tune in virtually as the Co-founder & CEO at @VRGLwealth, Josh Smith, takes the stage to pitch to the judge's panel on November 15th at 2pm EST! 🔥Register here: events.zoom.us/ev/AnRk0Nc2yk…
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We are pleased to announce the selection of VRGL as their Client Acquisition and Proposal Management \("CAPM"\) solution. ow.ly/jwJT50Q4M4W @VRGLwealth #managementprocess #clientacquisition #proposalmanagement
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Maddy Bauman from @VRGLwealth shares why she is excited about #AdviceTechLIVE this year. Grab your FREE pass: advicetech.live @AssetMapLLC
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Learn more about @VRGLwealth latest releases this week at #AdviceTechLIVE! Register for free: bit.ly/3FAMEVi
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Important announcement by #AdvisorTECH firm @VRGLwealth on accelerating the Client Acquisition, Proposal Management & Retention process (“CAPM & R”) by providing institutional-grade #analytics & automated #data extraction to empower #wealthmanagement firms vrglwealth.com/vrgl-announce…

VRGL Launches Client Transition and Proposal Offering

DALLAS, TX – September 12, 2023 – VRGL, a Client Acquisition, Proposal Management and Retention (CAPM & R) solution, is excited to announce the upcoming launch of its new Proposal Management featur...

vrglwealth.com
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Thought your #YCharts tech stack couldn’t get any better?🤓🚀 Our NEW integration with @VRGLwealth empowers users to seamlessly supercharge all report generation, portfolio analysis, asset gathering, client communication needs & beyond! Learn more ➡️ hubs.la/Q022_bZR0
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#PracticeMgmt Friday - engaging #advisor webinar replay on harnessing the power of #tech & #visualization to attract, convert & guide clients toward a financially secure future - Listen to #FinTech CEOs of @AssetMapLLC & @VRGLwealth discuss - #finserv asset-map.com/blog/webinar-r…
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VRGL@VRGLwealth25 Aug 2023
Excited to meet new faces and catch up with clients, friends, and partners at @FutureProofAC - visit us at Booth #210. And mark your 🗓️—on the final night, we're bringing the In-N-Out truck. We invite you to come enjoy a 🍔 (or two!) and take home a limited-edition t-shirt!
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