Grow Your Firm.
Win More Clients.
Deliver More Value.
VRGL is the growth platform built for wealth firms, helping advisors win new clients, serve existing ones more consistently, and back every conversation with client-ready presentations that convey value.
110h
saved per firm, on average
<30min
from statement upload to client-ready deliverable
5-D
portfolio analytics for comparative insights
Built for the full client
relationship, not just the pitch.
VRGL supports the work behind advice across the entire client lifecycle, from the first proposal to ongoing client deliverables, all white-labeled to your firm.
MR_CE_LLLLLLLLLLLLL_AAAAA 20220831
S
INVESTMENT REPORT
August 1, 2022 - August 31, 2022
Envelope # LLLLLLLLLLLLL
DAMA C PIERRREET
PIERRREET LIVING TRUST
5555 S LACEE DARANEE
PIPPINI SC 88888-5555
PIERRREET LIVING TRUST
5555 S LACEE DARANEE
PIPPINI SC 88888-5555
Your Portfolio Value:
$805,732.4
Portfolio Change from Last Period:
â–² $104,46
| This Period | Year-to-D | |
| Beginning Portfolio Value | $701,262.79 | $755,37 |
| Additions | 130,000.00 | 130,00 |
| Subtractions | -0.44 | -4,21 |
| Change in Investment Value * | -25,529.86 | -75,42 |
| Ending Portfolio Value ** | $805,732.49 | $805,732.49 |
| Accrued Interest (AI) | - | |
| Ending Portfolio Value incl. AI | $805,732.49 |
*
Reflects appreciation or depreciation of your holdings due to price changes, transactions from Other Activity In or Out and Multi-currency transactions, plus any distribution and income earned during the statement period.
**
Excludes unpriced securities.
Your Advisor/Agent
IRIANNA WEALTH ADVISORS
7777 W 199TH ST, STE 600
LANROVER PARK SC 77777
7777 W 199TH ST, STE 600
LANROVER PARK SC 77777
Your Advisor is an independent organization and is not affiliated with Fidelity Investments. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), Member NYSE, SIPC (800) 111-3333. Brokerage accounts carried with National Financial Services LLC (NFS), Member NYSE, SIPC.
Fidelity
INVESTMENTS
1 of 26
M04809258620220831
Upload to VRGL
Upload Statements
✕
Drag and drop statement files here
You can also browse your local files or your Box.com storage
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Pulls holdings from any custodian statement in minutes
VRGL RTQ
NameJohn Smith
Risk Level
Moderately Aggressive
Risk Aversion
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Aggressive
Time Horizon
Short
Medium
Long
1In general, how would your best friend describe you as a risk taker?
A real gambler
Willing to take risks after completing adequate research
Cautious
Fully branded and shareable with the client
Current
Portfolio
Portfolio
Value
$6,004,960
| 93.43%$5,610,470 | Equity | 84.09%$5,819,946 |
| 1.71%$102,521 | Fixed Income | 12.23%$846,186 |
| — | Alternatives | 0.40%$28,015 |
| 4.26%$255,965 | Cash | — |
| 0.60%$36,003 | Unclassified | 3.27%$226,558 |
Household
Transition
Transition
Current vs. proposed allocations, side by side
See the tax cost of every transition before you trade
Fully Branded Deck
Ready to Present
<30 min
From statement upload to client-ready presentation
Export as PowerPoint, PDF, or a branded one-pager, all 100% white-labeled to your firm.
See It In Action
Client-ready deliverables, 100% white-labeled to your firm
See exactly what your clients will see.
Download a real sample proposal, generated by VRGL, to see the quality and polish your firm could be delivering to your next prospect this week.
Everything Your Firm Needs to Grow
VRGL powers the work behind acquisition and retention, giving every advisor on your team a repeatable, scalable system for delivering insights and advice.
Win More Prospects
Replace generic narratives with objective, data-driven deliverables that show exactly why your recommendations are better.
Minutes, Not Hours
From statement upload to a complete, client-ready deliverable in under 30 minutes, any format, any output.
Scale Your Team
Every advisor produces the same high-quality, branded output so your firm grows without sacrificing quality.
100% White-Labeled
Every report and deck carries your brand. Your logo, colors, and firm name. Zero VRGL branding anywhere.
Flexible Outputs
Current portfolio analysis, model overviews, one-pagers, and full PowerPoint proposal decks.
Your Investment Framework
Your model classifications, colors, and categories reflected consistently across every deliverable.
Deepen Client Relationships
Go beyond the initial proposal with ongoing insights and personalized communications that keep clients informed, engaged, and confident in your advice.
Built to Grow With You
Whether you're an individual advisor or a growing firm, VRGL brings consistency and efficiency to your workflows, helping you serve more clients without adding complexity.