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Orion Advisor Services Selects Vestorly for Digital Content Marketing Technology

Submitted by Technology Tools for Today on February 11th, 2015


Orion Client Portal Now Integrates Vestorly’s Content Curation Technology to Automate Client Marketing for Advisors

Orion Advisor Services and Vestorly announced today a powerful technology integration between Vestorly and Orion’s Client Portal that will provide advisors with the ability to automate their client and prospect communication marketing.

Through a single-sign on capability, advisors will be able to seamlessly provide their clients and prospects with engaging content from across the web, curated and personalized by the Vestorly platform, which will facilitate lead generation.

“Knowing their clients is a persistent trait of the best financial advisors,” said Eric Clarke, CEO and President of Orion. “Vestorly makes it simple for advisors to provide their clients with content that fits their interests and advisors who utilize the Vestorly integration can turn their Client Portal into a site that their clients and prospects can return to daily for more than just financial information, but also to read up on news that interests them.”

For many advisors, the process and platforms they are using to gather content to share with their clients and prospects for marketing purposes is a manual, costly and time consuming approach. Through Vestorly’s powerful content aggregation and curation engines, advisors can automate the process of presenting personalized content to their clients and prospects in an efficient way, cutting down on overhead costs while powering up their marketing. Vestorly is the only digital marketing tool that can show the identities of people who are interacting with an advisors’ digital content, facilitating lead generation.

“Vestorly has proven to capture website visitors 7 times more than traditional contact forms through mobile-ready, professional, image-oriented third party content,” said Justin Wisz, CEO of Vestorly. “We are very excited to partner with Orion’s industry leading solutions and make them even more useful for advisors.”

With the new Orion-Vestorly integration, advisors’ clients will be able to see a visually compelling collection of content within the Orion portal and advisors will be able to automate fresh content from Vestorly directly into the portal. Additionally, advisor workflow for content curation happens in Vestorly and is reflected anywhere advisors put their content libraries, including Orion’s portal.

Orion’s Client Portal provides advisors with the ability to show their clients all of their accounts in one place, in an elegant design that is easy to navigate, branded to their firm. “Integrating Vestorly into our Client Portal will not only enhance the services that advisors can provide their clients, but also become a revenue generating opportunity through lead generation,” said Clarke.

Both Orion and Vestorly will be exhibiting at the upcoming Technology Tools for Today (T3) conference to be held February 12-14, 2015 in Dallas, TX, and be available to demonstrate the new integration for the first time. 

About Orion Advisor Services
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 500 advisory firms with total assets under administration in excess of $188 billion, from more than 800,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider. For more information about Orion, visit www.orionadvisor.com or follow Orion on Twitter at @orionadvisor.

About Vestorly
Vestorly is a technology company solving the content marketing problem for professional service providers, and the enterprises that support them.  Founded in 2012, Vestorly is the brainchild of marketers, data analysts, and engineers from Fisher Investments, J.P. Morgan and Microsoft.  Vestorly’s technology provides a unique content discovery experience and data-powered lead generation.  Vestorly is currently being used by professionals from over 400 financial services firms and institutions to link digital marketing efforts with client acquisition goals.  For more information, please visit www.vestorly.com.

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