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By Nicole Skalamera Outreach

Organize and Manage Content Effectively with Vestorly

6 minute read
Organize and Manage Content Effectively with Vestorly Featured Image

By now, most financial advisors are aware that it is not enough to simply have a great website – they need to share great content on that site as well. However there are still many, many advisors who do not have the time nor inclination to produce their own content (via blogs, newsletters or the like), yet still want to share relevant, timely information with their current and potential clients. Enter Vestorly, a digital marketing content solution built to help financial advisors acquire clients through smarter data and visitor engagement.


As you find and collect content that you want to share, it can become difficult to organize and present all your various articles and posts. Whether you are sharing via your website, your social media accounts, or even emails, your resource collection may become disorganized, or you may find managing posting schedules to be cumbersome. Vestorly acts as a solution to this problem. Built specifically for financial advisors, Vestorly is a User- Interface Platform where Professionals can access various forms of Compliant Content in “real- time.”

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Simplified, there are four simple steps when using Vestorly:


Vestorly focuses it’s services on providing relevant content for Financial Advisors to share within their professional network- to clients, potential clients, colleagues, and other persons of interest. Vestorly has made it easier than ever to collect and share relevant, compliant- friendly articles in an organized, stress- free manner.

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Financial Advisors who are looking to regularly post fresh news articles and content to their website would benefit from looking into Vestorly, epsecially those firms who either do not have the time nor inclination to produce content of their own. Internet users are always looking for content and resources that are relevant, readable, organized effectively, and appealing to the eye. Additionally, Vestorly gives Financial Advisors the ability to lead capture by providing data on who is viewing the various content shared.

“We can identify prospective clients, capture data and model the best way we can offer to help them.”

– Financial Advisor IQ


“We’re allowing firms to harness the data in their network of advisers and consumers to make the experience smarter for everyone involved.”

– Investment News



Before sharing any content to your website, social media accounts, or emails, you must develop your “Content Library” via the Vestorly app, which is equivalent to the curating step mentioned previously in the article. Vestorly provides Financial Advisors with a live content browsing experience, where they are able to collect relevant resources with the ability to manage, re- arrange, and tailor for a specific audience.

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Once you have your “Content Library” set up, you then have the ability to share your content to your website or stream it via social media or email marketing/ subscriptions.
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This service has proven to be a tremendous asset to numerous Financial Advisors and professional firms, especially those whom do not have the time or resources to write and produce their own content (or even to find third-party articles to share each week).

“Curating content automatically saves my firm at least 6 hours a week. It would cost us at least $30,000 to pay someone to run all this manually.”

– Peter Woodring, Cypress Partners

Vestorly’s popularity is growing, and at Twenty Over Ten, we are seeing more and more advisors embedding the app into their websites as well. We believe Vestory’s services can be a useful tool for Advisors looking to organize and manage content to potentially gain new prospective leads and clients. If you currently have a website built on the Twenty Over Ten app, it is incredibly easy to embed Vestorly into your site. All you need to do is copy and paste the embed code provided to you by Vestorly into the page where you want the content to be displayed.

Ready to get started? Contact Vestorly, to learn more about how to curate and distribute content for your own financial services fir,  Or contact us to learn more about how you can integrate Vestorly into your website today- we are dedicated to helping financial advisors grow their business- we can help!

Need Help Boosting Your Brand, But Don’t Know Where To Start?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

This review is part of our series on Third-Party Integrations. For more, check out our first post on Riskalyze