Justin Wisz

Vestorly today announced the integration of its smart digital content technology into Pershing’s  NetX360^® platform. This integration will provide Pershing’s broker-dealers, wealth managers and advisors with access to Vestorly’s content management and marketing analytics technology. Vestorly enables users to search and curate unlimited digital content from across the web and personally engage their audience on email, social media and webpages while capturing behavioral data on readers. This data makes it easy for users to fine-tune their client relationships and enterprises to analyze engagement patterns and make better-informed decisions across their businesses based on real-time intelligence.

Shareholders Service Group, an RIA custodian serving over 1,400 advisory firms nationwide, announced today that it has selected Vestorly’s digital marketing technology for its over 1,400 advisor clients who have accounts with SSG. The partnership will provide SSG’s advisor clients with leading-edge technology to enhance their digital marketing efforts for websites, email updates and social media interactions with clients and prospects.

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.

Combination of industry leading technologies will help advisors grow their businesses through online channels

Vestorly, a leading client engagement and lead generation platform, and Advisor Websites, a leading provider of websites to advisors, announced a joint venture to develop highly engaging websites that build advisors’ brands with investors, as well as generate qualified leads for marketing purposes.

United Capital Adopts Vestorly Platform to Strengthen Communications with Clients and Prospects

United Capital, a national  registered investment advisory firm, announced today that it is leveraging Vestorly’s technology platform to provide its financial advisers with an advanced ability to share meaningful and personalized content experiences with both clients and prospects.

Advisors empowered to automate content marketing through integration of financial planning tools and personalized content discovery

Former TD Ameritrade Institutional Executive to Provide Strategy and Advisory Support to Power Data-focused Marketing Startup’s Growth Plans

Innovative Combination of Technology and Personal Finance Content Will Enable Financial Professionals and Brands to Better Develop Client Relationships and Attract Prospects

First free content marketing suite will facilitate the client acquisition process for financial professionals