The Modern and Natural Browsing Experience People Expect

December 9, 2016
Vestorly

Vestorly users have noticed recent improvements to their workflows with an improved content engine and enhanced distribution tools. Now these ease-of-use upgrades extend to your digital audience.     When readers access your library of content, they are now presented with a layout similar to newspapers, better matching the digital experiences they expect. The layout,…

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Another Way to Augment Your Website

October 4, 2016
Vestorly

Vestorly users have several options to display curated content on their websites.   Now, Vestorly users have another option to display content on their websites. The List view displays content in a sleek, modern way:   This new display is based on certain principles of web design, like strong imagery and a brief introduction to the…

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Now Deliver Your Relationships Direct Access to The Wall Street Journal with Vestorly

July 11, 2016
Vestorly

This summer, Vestorly and Dow Jones are announcing a product that will change the daily value financial professionals are able to bring to clients in a big way and will improve the results of financial advisor marketing.  Vestorly and Dow Jones have partnered, allowing Vestorly users to deliver select Dow Jones content to their clients and…

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New Tools for Better Relationship Enablement

June 27, 2016
Vestorly

Over the next few months, Vestorly will release new updates to better enable relationships between you and the people in your community. Vestorly is intended to do much more than just regulate your digital presence. By learning about your network to automate personalized digital engagement, Vestorly is able to spur real-life offline relationships. You’ll notice…

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Vestorly’s Mobile-Optimized Viewing Experience

June 16, 2016
Vestorly

When you’re working on emails to your relationships, updates to your website or your social media schedule, you’re likely working on a desktop computer. Chances are though that your readers will be viewing the results on a mobile device: 66% of emails are read on a mobile device 90% of Twitter users, 68% of Facebook users,…

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Email Merge Tags for More Personalized Communication

April 21, 2016
Vestorly

Consider this: you want to send an Email Roundup to clients of several representatives at your firm, but you want each client to see his or her own representative’s contact information in the signature. You don’t have to create separate libraries, reader lists, and email drafts. You can simply use merge tags. To allow users…

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New! Send Any Email Template with Vestorly

April 7, 2016
Vestorly

We developed the Vestorly Email Roundup to offer a simple way to send emails to your audience featuring content most interesting to them. Our email template is streamlined so you spend less time on graphics and design, and more time on the jobs meant for financial professionals. But we can’t deny that we’ve had requests…

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New! Learn More about Your Relationships with Viewer Survey Prompts

March 29, 2016
Vestorly

One of Vestorly’s stated goals is to bring you more usable data so you can act on the results of digital communication to foster real relationships. We’re now releasing a new feature called Viewer Survey Prompts to help you gather more of this usable data. Now, when a viewer clicks to read a piece of…

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Introducing Vestorly Compliance Exchange™

March 28, 2016
Vestorly

The recent news out of Vestorly is good news for financial advisors, broker dealers, compliance departments, and compliance software providers alike: Vestorly’s communication platform now offers a unified standard for direct integrations with any compliance software products, bringing a seamless content-sharing experience to all involved. What does this mean for you?   If you’re a…

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Looking for National PR? Vestorly Users Are Exclusively Invited to Write for Kiplinger

October 12, 2015
Vestorly

If you’re an independent RIA, getting good press is hard. A respectable PR team can run you at least $5,000 for a monthly retainer plus the time spent on additional meetings and strategy. Getting good press is easier for Vestorly users since you’re now invited to become an active contributor to Kiplinger’s Wealth Creation Channel….

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