VRGL announced the expansion of its advisory technology platform, evolving beyond proposal software into a unified growth platform designed to support wealth management firms across the entire client lifecycle. The company said the expanded architecture connects acquisition, engagement, and retention workflows within a configurable system designed to help firms scale their operations and client relationships.
The Dallas-based wealthtech company said many advisory firms rely on disconnected point solutions that address individual workflows but fail to align processes across the client lifecycle. VRGL’s updated platform structure is designed to bring those workflows together into a single infrastructure supporting both independent advisors and enterprise wealth organizations.
The expanded system is organized into three layers: VRGL Core, Advanced Capabilities, and Optional Modules. VRGL Core functions as the acquisition engine of the platform, enabling firms to convert raw client statements into structured data through automated statement extraction, portfolio analytics, and integrated risk tolerance questionnaires. Advisors can then generate white-labeled proposals and reports supported by tax transition optimization, model libraries, and account transition tools designed to help win new business.
Advanced Capabilities are embedded within VRGL Core and allow firms to configure workflows to match their operating models and governance standards. These tools include customizable security masters, investment classification frameworks, flexible reporting structures, and presentation controls intended to ensure consistent execution across advisory teams.
Optional Modules extend the platform into ongoing client engagement and retention. These features include standalone statement extraction tools, customizable risk tolerance assessments, monitoring workflows, and automated engagement tools such as recurring newsletters and reporting outputs designed to reinforce advisor value between client meetings.
VRGL said the platform is intended to support firms at every stage of the client relationship while producing client-ready deliverables that help advisors communicate insights and strengthen relationships over time. The company also launched a redesigned website highlighting how the platform supports growth from client acquisition through retention.
KEY QUOTES:
“VRGL has grown far beyond a single workflow. Our clients use VRGL to win new business, strengthen client relationships, and execute consistently across their firms. This evolution formalizes what they’ve already been doing — using VRGL as the infrastructure behind sustainable growth.”
“VRGL takes its name from Virgil, the Roman poet who guides Dante through uncertainty in The Divine Comedy — a fitting symbol for bringing clarity to complex decisions. That idea of guidance is central to our mission. We believe better preparation leads to better outcomes. When advisors are equipped with clear insights and consistent deliverables, they communicate their value more effectively — and stronger communication drives organic growth.”
Kyle Zasky, Chief Executive Officer, VRGL
