Shareholders Service Group (SSG) Selects Vestorly for Digital Marketing Platform

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Fast growing custodian to provide RIAs with Vestorly’s leading digital marketing technology for websites, email newsletters, and social media

The partnership will provide SSG’s advisor clients with leading-edge technology to enhance their digital marketing efforts for websites, email updates and social media

Shareholders Service Group, a leading RIA custodian, announced today that it has selected Vestorly’s digital marketing technology for its over 1,400 advisor clients who have accounts with SSG. The partnership will provide SSG’s advisor clients with leading-edge technology to enhance their digital marketing efforts for websites, email updates and social media interactions with clients and prospects.

The arrangement will also include ongoing education on best practices for using the Vestorly software suite, such as online webinars, whitepapers, and video training. Advisors working with SSG will be able to access all of the benefits and client support Vestorly provides at a preferred price.

“Effectively growing their businesses is a top concern for RIAs,” said Dan Skiles, President of SSG. “However, as small business owners, advisors often don’t have the time, specific expertise or resources to execute consistently on a marketing strategy. This groundbreaking arrangement we have developed with Vestorly will provide them with everything they need to get up and running with a digital marketing capability quickly.”

Vestorly is the only digital marketing tool that enables advisors to create custom web browsing experiences branded by their business. Through Vestorly, advisors have access to any content on the web and are able to display it anywhere, on any device.

“With Vestorly, advisors are saving over 6 hours per week through automated content curation and distribution through email, social media and any website,” said Justin Wisz, CEO of Vestorly. “This process can cost firms $40,000 or more annually to hire a consultant or marketing associate using other costly marketing automation systems. We are very excited to partner with SSG to make a special version of Vestorly available to SSG advisors to power up their marketing.”

Vestorly has proven to capture website visitors 7 times more than traditional contact forms and increase email newsletter click-through rates by 3 times with mobile-ready, professional, image-oriented third party content. Additionally, Vestorly is the only digital marketing tool that can show the identities of people who are interacting with an advisors’ digital content, facilitating lead generation.

As part of the SSG-Vestorly partnership, advisors will be able to access recommended content based on what other SSG advisors are succeeding with, enabling a “network effect” across the SSG platform.

“Adding Vestorly to our Advisors Advantage Program is another example of how SSG is committed to supporting advisors and their growth objectives,” said Skiles.

About Shareholders Service Group

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves over 1,400 advisory firms throughout the country.

About Vestorly
Vestorly is a technology company solving the content marketing problem for professional service providers, 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 financial services firms and institutions to link digital marketing efforts with client acquisition goals. For more information, please visit

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