VRGL Launches Tax Transition Optimization to Enhance Client Portfolio Recommendations
DALLAS–(BUSINESS WIRE)–#Fintech–VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the release of its new Tax Transition feature. This powerful addition enables advisors to transition client portfolios from their current state to a targeted investment strategy, optimizing for specific tax budgets. The Tax Transition feature is designed to automate and optimize the structuring […]