How Vestorly Saves Financial Advisors Time

Marketing strategy and implementation are time-intensive. Vestorly users handle digital engagement in a matter of minutes per week, not hours, and on average free up 8 hours per week for more important tasks.


The Right Tools

Vestorly gives you the only tools you need for a successful online communications strategy. Without the distraction of SEM, writing content, or paying for ads, where business-building effects are questionable, you’re free to focus on engaging your current network to enable referrals, the most effective growth tool.

One Dashboard

Check The Wall Street Journal for good articles, find one you like, ask your compliance department for approval, login to Facebook and post, go to Twitter and share, open your email service and add to your newsletter, call your webmaster to update your News page, return to each platform later to check performance. If it sounds like a hassle and a waste of time, it is.

Instead, login to one dashboard where you can find, manage, stream content to all platforms, check the results, and act on them.

Automated Workflow

Simplify your workflow even further by removing it from your schedule entirely. Vestorly’s proprietary algorithms will curate content based on your network, automatically email it to your chosen audience, share it on social media, and add it to your website. Automate personalized communication at scale to keep your clients in the loop and build relationships with prospects.

Vestorly is already saving time for some of the top wealth management firms:

In 30 minutes per week, Sontag Advisory increased their strategic communication consistently, gained “eye-opening” insights on reader behavior, and learned how to better intrigue their audience. Learn how.

In 30 minutes per week, Halbert Hargrove enhances their website with fresh content and automates a weekly newsletter. The consistency is worth the effort of “1-2 full time people.” Learn how.

In 15 minutes per week, Fish and Associates finds high quality material, gets compliance approval, and shares it consistently via email, social media, and their website. Learn how.

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