The Summer 2015 Vestorly Intern Class
Summer 2015 was a big season for us here at Vestorly. The many product launches, feature updates, and torii.io reveal could not have been completed without every last member of our engineering team, including our six interns, who arrived from
Best Practices: How Should I Set Up Content Libraries?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. A Content Library is a collection of selected articles and videos, which is then embedded on your website, sent as an email,
A Note on Engineering Culture from Vestorly’s CTO
Vestorly is a technology company first and foremost. We focus on building new effective solutions rather than rehashing old ones, using data in all its endless applications, and applying what we learn to other problems and industries. We recognize our
A Content Marketing Tool Primer
Content marketing is preferred by many businesses because interesting content is better received by consumers than paid advertisements. When content comes with its own inherent value, the byproduct is stronger engagement with clients and prospects. Many tools are available to
What Last Month’s Market Tumble Tells Us about Digital Engagement
As the Dow fell more than 1000 points last month, all eyes were on robo-advisors. Well, actually, 17% of eyes were on robo-advisors according to a report by WIRED. That’s right - as the markets tumbled and the industry panicked,
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. How? The Right Tools Vestorly gives you the only
3 New Clients in 9 Months: A Vestorly Case Study with Sizemore Capital
Sizemore Capital was able to turn online engagement into business with Vestorly content sharing and analysis tools. As an early adopter of Vestorly, Charles Sizemore has reaped many benefits for his firm.
The Case for an Inside-Out Growth Strategy
An inside-out growth strategy means capitalizing on the clients, colleagues, and friends already in your network to reach and convert new clients who are not. Outside-in means venturing out of your network to establish relationships with cold leads. It includes
Streamlined Strategy and Eye-Opening Results: A Vestorly Case Study with Sontag Advisory
Sontag Advisory hosted content on its website, but had difficulty driving and analyzing traffic to it. Eric Sontag, COO and Managing Director, discusses how Vestorly helped.
Software as Powerful as a Full Time Employee: A Vestorly Case Study with Halbert Hargrove
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Recognized as one of the top wealth advisory firms in the country, Halbert Hargrove is committed to transparency and innovation. Drew Taylor, Managing Director, shares his Vestorly