Effortlessly create, analyze, and report on your Addepar clients’ portfolio within VRGL’s Client Acquisition, Proposal Management, and Retention (“CAPM & R”) platform including the ability to leverage institutional-grade risk analytics.

Reduce time spent

  • Seamlessly integrate existing Addepar client profiles and investor data within VRGL to help reduce time spent toggling between systems.

Easily apply scenarios and assess the data

  • Apply multi-factor models and real-time scenario analysis across historical, market, and user-defined stress scenarios.

Powerfully visualize portfolio risk

  • Report on the risk associated with your Addepar client’s portfolio, generate dynamic proposals, and easily print to PDF in VRGL’s risk analytics.