“We look forward to offering the Vestorly platform to thousands of investment advisors to help them solve a complex problem: How can advisors drive effective digital conversations and opportunities while keeping costs low?” said Justin Wisz, co-founder and CEO of Vestorly.
He added, “Vestorly tech was engineered with investment advisors in mind. It uses artificial intelligence to automate time-consuming marketing communications tasks faster and more effectively than a person can, while providing a personal and modern Web experiences for advisors’ relationships and new data advisors can use for business development.”
Founded in 2012, Vestorly provides its services to approximately 1,000 firms supporting more than 100,000 financial advisors.
The company also recently announced Vestorly Bespoke, an original content creation initiative that allows advisors to leverage and white-label content from a global network of writers and thought leaders.
“TD Ameritrade Institutional strives to help advisors build better businesses through strengthened relationships, which includes adopting best practices around digital marketing,” said Erin Furtado, a senior program specialist in Business Performance Solutions for TD Ameritrade Institutional.
“Solutions such as Vestorly’s product suite can help advisors better connect with clients through more effective communications.”
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent RIAs.
Posted by: The Trust Advisor