As we harness the power of data more and more in our daily lives, it’s safe to say that modern industries are becoming increasingly data-driven. This is certainly true within the world of wealth management and investment strategies, a niche where Dallas-based startup VRGL is making notable ripples. VRGL aims to revolutionize the way wealth management firms utilize data analytics to forge a better path for client acquisition, proposal management, and client retention.
The landscape of financial advice is changing. In these uncertain times, wealth management companies and advisors are turning to technology and data for investment strategies and client retention tools. VRGL is a company operating in the Advice, Analytics, Consulting and Information Services industry, and was founded by Josh Smith and Josh Zimerman, seeks to provide a comprehensive solution to these needs.
Key Takeaways:
- VRGL is a Dallas-based startup operating in the Advice, Analytics, Consulting and Information Services industry.
- The company offers data analytics, portfolio performance, investment strategies and guidance for wealth management businesses.
- The team at VRGL has developed a no-touch analytics package and an automated data extraction tool.
- VRGL’s technology enables advisors to comprehensively view and understand the consolidated investment picture of their clients.
VRGL’s distinguishing proposition lies in its integration of institutional-grade analytics and automated data extraction. Their unique platform seamlessly aggregates all client investment data, allowing advisors to get a comprehensive view of their clients’ investment portfolios. This panoramic view can help advisors demonstrate how and why they add value. Furthermore, VRGL offers a ‘no-touch analytics’ package that allows advisors to contextualize their own investment offerings and advice.
Notably, VRGL’s technology was developed by institutional wealth management industry pioneers. The vast industry experience and extensive understanding of the founders, Josh Smith, and Josh Zimmerman, add an unparalleled depth to the strategies and solutions offered by VRGL, differentiating it from others within the space.
We live in an era where digital transformation is reshaping all industries, and the world of investment and wealth management is no exception. With its innovative solutions, VRGL is well-positioned to lead the way in transforming how advisors access and use data to ascertain a holistic view of their clients’ portfolios.
As the startup continues to innovate and grow in this fast-paced industry, its advancements in data analytics and advice is something to watch out for. For more information about VRGL, navigate to their official website or connect with them on Linkedin today.
Ready to amplify your reach and engage with the most dynamic community in the venture world? Consider sponsoring an article with us. Learn more about our promotional opportunities and sponsored articles here.
Your story could be the next big hit on US Venture News!
Follow Us