Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
Dallas, TX, USFounded 2021Venture-backedvrglwealth.comNot yet confirmed by the company
What it does
VRGL is a prospecting and proposal platform for wealth management firms, sold both to independent advisors and to enterprise firms that want one standard way of preparing and delivering advice across offices and teams. Its focus is the work between receiving a prospect's statements and presenting a recommendation.
The software automatically extracts holdings from statements, analyzes portfolios either against a firm model or account by account, and turns the results into client-ready presentations and PDF proposals. Its analytics cover performance, risk, diversification, taxes and fees, and enterprise customers get firmwide visibility and governance over how advisors use the workflow. The vendor offers a Core package with optional add-on capabilities and states it holds a SOC report.
VRGL was founded in 2021 in Dallas by Josh Smith, previously co-founder and CEO of Solovis, and Josh Zimmerman. It raised a $15 million Series A in 2022 led by MissionOG and FINTOP Capital, with participation including Dynasty Financial Partners and Northwestern Mutual Future Ventures.
Best for
- Serves
- RIAs
Features
- Automated statement data extraction
- Portfolio comparison to firm models
- Account-level analysis
- Risk, fee and tax analytics
- Client-ready presentations and PDF proposals
- Firmwide governance for enterprise teams
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
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