VRGL Repositions as “Growth Infrastructure” for Wealth Firms
Wealthtech platform VRGL is broadening its scope, positioning itself as unified growth infrastructure for wealth management firms rather than just proposal software.
“Our clients use VRGL to win new business, strengthen client relationships, and execute consistently across their firms,” said Kyle Zasky, CEO of VRGL. “This evolution formalizes what they’ve already been doing — using VRGL as the infrastructure behind sustainable growth.”
The expanded platform is built to link acquisition, engagement and retention in a single architecture, with features aimed at both advisors seeking simplicity and enterprises that need oversight, control and governance. VRGL is now organized into three layers: VRGL Core, Advanced Capabilities and Optional Modules.
VRGL Core functions as the platform’s acquisition engine. It takes firms from raw client statements to structured data using automated statement extraction, portfolio analytics and integrated risk tolerance questionnaires, then supports client-ready, fully white-labeled proposals and reports with tax transition optimization, model libraries and account transition tools. Advanced Capabilities, embedded within Core, let firms configure workflows to match their operating model, brand standards and governance requirements.
Optional Modules extend VRGL beyond the initial proposal into ongoing engagement and retention, including standalone statement extraction, customizable risk tools, monitoring workflows and automated client engagement.