DALLAS–(BUSINESS WIRE)–#Fintech—VRGL, a leading Client Acquisition and Investment Proposal Management solution, is excited to announce the launch of its enhanced capabilities for Custom Investment Classification and Reporting. This powerful new suite of capabilities is designed to help financial advisory firms better streamline their exact investment proposal and reporting requirements, communicate their unique investment strategies and styles, align to existent client reporting, strengthen client relationships, and differentiate themselves in an increasingly competitive market.
Drawing on four years of collaboration with top advisory firms, VRGL has identified the key drivers that set high-performing practices apart: a distinct brand identity, a clearly defined investment philosophy, and a personalized communication approach that resonates with clients. Off-the-shelf, standardized reports often fail to reflect these differentiators, leaving firms unable to convey the full scope of their unique value. With VRGL’s new features, advisory firms can now fully showcase their brand identity, convey investment insights and strategies in unique and novel ways, and connect with clients on a deeper level.
By combining Custom Investment Classifications with a dynamic Report Designer, VRGL empowers firms to tell their investment story in a way that is both personalized and professional. These tools allow firms to:
- Define Investment Classifications: Through the new Custom Security Master feature, advisors can create investment category hierarchies that reflect their proprietary methodologies, from asset class and equity sectors to growth/value splits or fixed income nuances.
- Automate Categorization: With customizable rules for securities classification — based on factors like revenue exposure, market cap, and firm-specific metrics — portfolios are consistently represented, reducing manual data work and ensuring accurate, real-time updates.
- Import Custom Data: VRGL allows seamless integration of existing research data and internal tagging systems, so firms can import and incorporate their long-standing classification practices directly into reports and proposals.
- Design Bespoke Reports: The Report Designer gives advisors the tools to create visually rich, customized reports that highlight critical data points such as risk contributions, thematic allocations, and proprietary scoring — all in formats that reflect the firm’s branding and strategic vision in unmatched accuracy.
- Ensure Consistency at Scale: Customizations automatically apply to all proposals and client reports, reducing manual work and ensuring accuracy across the practice.
These new features will initially be available to select enterprise clients and beta groups, allowing for a refined roll-out before broader availability. By integrating Custom Investment Classifications with the Report Designer, VRGL enables a seamless and cohesive client experience, reducing operational inefficiencies and enhancing brand consistency. This powerful combination automates the classification of securities and streamlines the report generation process, freeing firms to focus more on building relationships and less on manual data entry. The result is a more cohesive client experience, where each report is a clear reflection of the firm’s values and investment approach.
“In a crowded marketplace, the ability to clearly and consistently communicate what makes your approach unique is essential,” said Josh Zimmerman, CTO & Co-Founder. “Our new customization tools empower advisory firms to not only present data — but to tell their story, their way with unmatched beauty, speed, and brand identity.”
To learn more about VRGL’s Custom Investment Classification and Reporting capabilities, or to schedule a demo, visit vrglwealth.com.
Contacts
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