Manage content workflows and safety
Vestorly’s flexible framework provides an integrated control panel that provides advanced management controls to configure and monitor all content and account activity in real-time while accessing a comprehensive range of analytics and data insights.
Intelligent content management for enterprise-level control
Features with tangible benefits
Configuration Control
Allow or block any Vestorly feature. Impersonate or control sub-accounts of individual representatives.
Content Scoring
Score any content based on the probability that it’s approved or rejected for compliance safety.
Compliance Approval
Monitor compliance approvals and workflows with Vestorly’s compliance dashboard.
Email-based Approvals
Replace approval dashboards with an email-based workflow sent directly to your inbox.
API Integration
Integrate any Vestorly Compliance Solution including Vestorly Robo-Compliance™ scoring and filtering using the Vestorly Compliance API.
Flexible Workflows
Automatically generate an email or notification for approval to your compliance officer for any content selected for sharing.
Smart Filtering
Automatically block individual content or content sources that don’t meet your safety thresholds based on topic, keyword or publisher.
Custom Thresholds
Set your own threshold for compliance, safety and evergreen content properties. Automatically approve or reject content that falls outside your set threshold.
Content solutions your clients need
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Content Engine
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Marketing Automation
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Content Management
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