Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech
Joined March 2022
- Tweets 179
- Following 485
- Followers 187
- Likes 212
45 Photos and videos
VRGL retweeted
24 Oct 2024
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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VRGL retweeted
5 Sep 2024
⏳ 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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VRGL retweeted
4 Sep 2024
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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VRGL retweeted
20 Aug 2024
📣 New Partnership! Learn about the new integration between @VRGLwealth @Wealthbox that simplifies investment proposals. Learn more 👉 tinyurl.com/wp4zmxpb
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VRGL retweeted
20 Aug 2024
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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VRGL retweeted
8 Jul 2024
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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VRGL retweeted
17 Jul 2024
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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27 Jun 2024
We're thrilled to be part of the 2nd annual AI & Automation Summit for Financial Advisors!
Catch VRGL on July 24 with @Pulse360 @SnappyKraken @orionwealthtech @_FPAlpha @ARQA_AI & @WealthFeedAI to explore #AI trends advisors need to know.
Join us here: pulse360.com/ai-automation-s…
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25 Jun 2024
Fast fact: 73% of clients between 25-44 prefer to consolidate their wealth and banking into just one relationship. Can you meet that expectation?
Join VRGL & @caribou_wealth to learn what you need to know about growth through value-add services.
Sign up: us06web.zoom.us/webinar/regi…
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19 Jun 2024
📣 One week away!
Join us and @caribou_wealth on June 26th to learn:
🤝 How to continually wow with personalized advice
⚡ Why value-add services create stickier relationships
⏩ What strategies you can use to accelerate organic growth
Sign up: us06web.zoom.us/webinar/regi…
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13 Jun 2024
Clients want "more" than ever - and when you have the right #WealthTech, it's easy to give it to them.
Join us and @caribou_wealth on June 26 to learn:
➡️ What modern clients expect
➡️ How personalized advice improves relationships
Register here: us06web.zoom.us/webinar/regi…
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10 Jun 2024
🚨 Last chance, Boston advisors 🚨
Join us tomorrow for a networking event with Nebo Wealth to enjoy some lobster rolls and drinks, and catch a fireside chat with VRGL and Nebo executives.
Space is limited, so RSVP now: vrglwealth.activehosted.com/…
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6 Jun 2024
ICYMI, we had some big news recently 📣
VRGL now integrates #RiskTolerance within our workflow.
Leverage a turnkey Risk Tolerance Questionnaire or craft fully bespoke risk assessments - the choice is yours!
Learn more: vrglwealth.com/platform-inta…
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4 Jun 2024
Calling all Boston advisors!
Ready to crack the code for organic #clientacquisition?
We're teaming up with Nebo Wealth next week for a networking event and fireside chat as we discuss answers to your growth questions.
RSVP at the link: vrglwealth.activehosted.com/…
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30 May 2024
Join us today for a webinar on VRGL's new Risk Tolerance capabilities!
Learn how it empowers advisors to assess client risk appetite and align it with investment strategies to achieve financial goals.
Register here: us06web.zoom.us/webinar/regi…
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29 May 2024
We're here at the 52nd annual @FPANorCal Conference!
Stop by the Tech Lounge to say hi to our team and find out how VRGL can help accelerate client acquisition for your firm! 🚀
#FPANorCalConference
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27 May 2024
Honoring the brave men and women who gave their lives for our freedom, today and always.
#MemorialDay #RememberAndHonor
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24 May 2024
VRGL's Risk Tolerance capabilities empower advisors to build trust by tailoring investment strategies and allocations to unique risk profiles.
Join us as we explore how our new Risk Tolerance workflow can accelerate client acquisition.
RSVP here:
us06web.zoom.us/webinar/regi…
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