Vestorly provides a preferred rate to TD Ameritrade Institutional’s Affinity Services Program clients for its AI content platform for social media, email newsletter and, web distribution.
Vestorly Inc. has been selected for inclusion in TD Ameritrade Institutional’s Affinity Services Program.
Vestorly will offer investment advisory firms that custody with TD Ameritrade Institutional access to the Vestorly AI content platform, including marketing and lead generation technology via social media channels, email newsletter and web distribution.
“We look forward to offering the Vestorly platform to thousands of investment advisors to help them solve a complex problem: How can advisors drive effective digital conversations and opportunities while keeping costs low?” said Justin Wisz, co-founder and CEO of Vestorly.
Founded in 2012, Vestorly provides its services to approximately 1,000 firms supporting more than 100,000 financial advisors.
“TD Ameritrade Institutional strives to help advisors build better businesses through strengthened relationships, which includes adopting best practices around digital marketing,” said Erin Furtado, a senior program specialist in Business Performance Solutions for TD Ameritrade Institutional.
“Solutions such as Vestorly’s product suite can help advisors better connect with clients through more effective communications.”