The integration between Wealthbox and VRGL allows users to:
Create a new Investor Profile in VRGL by linking a contact record already created in Wealthbox
Easily access Investor Profiles in VRGL to complete the investment proposal workflow
How to Enable the VRGL Integration with Wealthbox
In the top left corner of the VRGL application, you will find a dropdown arrow next to your username. Click the arrow and then select “Connect to Wealthbox”
A pop-up window will appear prompting you to enter your Wealthbox credentials – username and password. Follow the steps to authorize the initial (one-time) integration between Wealthbox and VRGL.
Once authorized, navigate to any contact record in Wealthbox and click on “Send to” in the “Contact Details” section of the right pane of the Wealthbox application. Next, select “VRGL” to create a new Investor Profile or to open the linked Investor Profile for that contact record.
The VRGL application will automatically open with a pre-populated new Investor Profile. Next, you can choose to add (optional) supplemental information or simply click “Add Profile” to create the new Investor Profile.
Common Questions
What contact information is sent to VRGL to create an Investor Profile?
First Name, Last Name, Email Address, Phone Number and Primary Advisor are sent to populate the Investor Profile. However, the only required field is First Name. Users can make changes and complete additional fields to the Investor Profile in VRGL and select “Add Profile” to save changes.
How long does the integration stay connected for?
Users do not need to re-enter credentials for at least 90 days.
How does it work?
For a new contact record, once you select “VRGL” from the “Send To” menu, a new tab will open the VRGL application and create a new Investor Profile record with the contact details pre-populated. Users can make changes and complete additional fields and select “Add Profile” at the bottom of the modal.
For a linked contact record, once “VRGL” from the “Send To” menu is selected, a new tab will open the VRGL application and display the VRGL checklist landing page for the Investor Profile record that was linked to the contact in Wealthbox.