VRGL is a brand that specializes in providing institutional-grade analytics and automated data extraction services for wealth management firms. Their goal is to empower these firms to accelerate the client acquisition, proposal management process, and retention. VRGL's Home Platform offers robust analytics tools and automated data extraction capabilities, allowing wealth management advisors to gain clear-eyed quantitative views of their clients' portfolios.

This enables advisors to guide their clients towards smarter investment strategies. VRGL's 5 Pillar Analytics further enhance their services by providing comprehensive insights into investment performance, risk assessment, and portfolio optimization. The Proposal Management feature streamlines the proposal creation process, making it easier for advisors to deliver personalized investment proposals to their clients.

With a team of experienced professionals, including co-founders Josh Smith and Josh Zimmerman, VRGL is dedicated to delivering impactful, flexible, and intuitive investment analytics to the advisory space