The company's platform empowers wealth managers and registered investment advisors to score portfolios based on performance, diversification, risk, taxes, and fees, enabling advisors to guide clients with quantitative views of their portfolios and leading them to smarter investment strategies. VRGL's institutional-grade analytics and automated data extraction accelerate the Client Acquisition, Proposal Management & Retention process (“CAPM & R”) for wealth management firms. By giving clients a complete view of their consolidated investment picture, VRGL enables advisors to quickly demonstrate how and why they add value. The company's quantitative scoring system presented at the front end of conversations decreases the time and cost associated with lengthy prospecting so advisors can accelerate time to new revenue and retention of existing AUM. VRGL's technology lets advisors seamlessly aggregate all client investment data and provides a no-touch analytics package allowing the advisor to contextualize their own investment offerings and advice.