Vestorly Partners with Finance Logix on Integrated Advisor and Client Portal to Automate Marketing and Generate Leads

Advisors empowered to automate content marketing through integration of financial planning tools and personalized content discovery.

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With this integration, advisors will be able to automate lead generation and client referrals from the networks of their clients through their content sharing activity, all in one portal.

New York, NY and Seattle, WA (PRWEB) January 23, 2014

Vestorly, a leading digital content marketing platform for wealth management professionals and Finance Logix, an innovative financial planning and client engagement platform, announced today an integration to bring Vestorly’s digital marketing tools into Finance Logix’s advisor and client portals.

By combining personal financial planning tools with personalized content discovery experiences, advisors will be able to automate their entire digital marketing efforts. Finance Logix’s client and advisor portal’s contain advanced graphical analytical tools that create an interactive financial planning experience for both advisors and clients.

“With this integration, advisors will be able to automate lead generation and client referrals from the networks of their clients through their content sharing activity, all in one portal,” said Justin Wisz, CEO of Vestorly.

Through the Finance Logix dashboard, advisors are now able to automate a unique content discovery experience for their clients and prospects by using Vestorly’s content engine, email marketing, and social media distribution channels.

“One of the key differentiators of Finance Logix is our advisor and client portals,” said Oleg Tishkevich, CEO of Finance Logix. “The portals transform the financial planning experience for both client and advisor, involving both in the process which leads to stronger relationships, more assets under management and increased loyalty. With the integration of Vestorly and Finance Logix, advisors now have a more efficient way of generating leads and cultivating those leads through the prospecting process to become clients.”

Both Vestorly and Finance Logix have seen growing momentum and adoption of their solutions. “Just in the last 90 days, we have added over 2,000 financial advisors to the Vestorly platform,” said Wisz. “Many of these have come from broker dealer relationships that also deploy Finance Logix on an enterprise basis, making the integration even more valuable.”

Both Finance Logix and Vestorly will be exhibiting at the upcoming TD Ameritrade Institutional national conference in Orlando, FL, January 29 – May 1, 2014 (https://wwws.tdameritradeconferences.com/national/2014/home/).

About Vestorly

Vestorly is a technology company solving the content marketing and client acquisition problem for professionals in wealth management, and the enterprises that support them. Founded in 2012, Vestorly is the brainchild of marketers, data analysts, and engineers from Fisher Investments, J.P. Morgan and Microsoft. Vestorly’s technology provides a unique content discovery experience and data-powered lead generation. Vestorly is currently being used by professionals from over 400 wealth management firms and institutions to link digital marketing efforts with asset gathering goals. For more information, please logon to http://www.vestorly.com.

About Finance Logix

Finance Logix is an innovative technology firm that provides customized end-to-end financial planning and client management solutions for leading financial services institutions and independent advisors. Since 1998, Finance Logix has created financial planning technology with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, and achievable plan of action. Finance Logix is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice. http://www.financelogix.com


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  • Timothy Welsh

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