VRGL

VRGL offers wealth management tools that streamline investment proposals and client acquisition. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. They also list Advice, Analytics, Consulting, Information Services and Wealth Management, so expect those to show up in the feature set.

VRGL is based in Dallas, Texas and founded in 2021. Their site is vrglwealth.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used VRGL? Rate it.