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"Vestorly may turn out to have the most profound impact on the profession, radically upgrading the way advisors market their services. If you're currently experiencing slow organic growth or worried that the firm relies too heavily on the marketing activities of the founding advisor, then Vestorly could be a game changer."

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Drew Taylor
Halbert Hargrove

"It would take 1-2 people full time just to replicate the consistency of Vestorly. This is an additional service we are providing to our clients, and they really appreciate we are able to offer it. It's a key touch point that allows us to solidify and deepen our relationship with our clients."

Pete Woodring
Cypress Partners

"Cypress Partners has converted several new clients thanks to our consistent use of Vestorly, and we’ve dramatically increased our engagement level...I have had tremendous feedback from my recipients, and they appreciate the privacy of Vestorly, and the ability to easily share my content with those they care about."

"If you can get in front of more people and motivate them to meet with you through an initial electronic meet, that’s more catered to a young person. I put client beneficiaries on my newsletter list so they get my Vestorly communication. And we’re building a relationship, even though I don’t hang out with them. If I do that, when that lump inheritance comes in, there’s a much bigger chance they’ll stay with me."

Phil Henry
Henry Wealth Management

See What Your Industry Is Saying

See What Your Industry Is Saying

Brendan Bradley
MBM Wealth Management

"Every financial firm talks about the trust and relationship side of the business and other than face time with people, it is a hard thing to build. We want to make sure we know our clients’ lives intimately and build lifelong relationships with them. Vestorly allows us to deepen relationships, both with clients and prospects, by finding out what we have in common and working to strengthen those bonds. Recipients are hearing ‘I know you, and when I saw this it made me think of you,’ and, ‘you were on my mind.’ That’s a powerful relationship and trust builder – two things you really can’t buy."

The financial services industry uses Vestorly to modernize and personalize email communication and uncover new opportunities.

Financial professionals use Vestorly to create and send emails based on data about their clients' interests. Engage your audience more effectively when you know what they want. Learn how with a demo.
 
Financial service providers use Vestorly to create and send emails based on data about their clients' interests. Engage your audience more effectively when you know what they want. Learn how with a demo.

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"The Financial Advisor using Vestorly is going to be very competitive in this rapidly changing environment."

Anthony Scaramucci, SkyBridge Capital
If your email marketing:






Then it has failed by 2017 standards. It should be:





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  • Is canned and impersonal
  • Is outdated and untimely
  • Relies on manual and clunky software
  • Personalized for every reader
  • Automated and data-driven
  • A source of measurable business impact

A Data-Enabled Engagement Platform for Tomorrow’s Financial Service Providers

Enhance your client experience and bring your firm's digital reputation up to today's standards with Vestorly Email. 

Learn how the the fastest-growing advisors lower their overhead, deepen client relationships, and win over prospects by using Vestorly engagement products.

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  • Is canned and impersonal
  • Is outdated and untimely
  • Relies on manual and clunky software
  • Personalized and real-time
  • Automated and data-driven
  • A source of measurable business impact
Learn More
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