Smart-data technology startup Vestorly announced Wednesday that it has signed on as an integration partner with the Finance Logix financial planning platform.
Vestorly’s content marketing platform, which acts as a lead-generation tool for advisers, will now appear on the Finance Logix dashboard and let advisers share digital content with clients and prospects.
Vestorly chief executive Justin Wisz said the integration lets advisers go through a single portal to automate lead generation and referrals from the networks of their clients through their content sharing activity.
Mr. Wisz said he intends to make his firm more accessible to all types of advisers, whether they’re broker-dealer representatives or registered investment advisers. Over the last 90 days, Vestorly has added more than 2,000 financial advisers to its platform, he said.
Nicholas Schorsch’s independent broker-dealer firm, RCS Capital Corp.,
signed a deal with Vestorly in November 2013 to connect the growing brokerage’s advisers with prospects.
Oleg Tishkevich, chief executive of Finance Logix, said his firm currently has 40 different integration partners, including customer relationship management systems, portfolio management tools, form generation and document storage.
The deal with Vestorly will let clients and prospects engage with Finance Logix’s financial planning services, Mr. Tishkevich said.
“With the integration, advisers have a more efficient way to generate leads,” he said, adding that prospects can open a single sign-on inside Finance Logix’s client portal, which offers a financial planning interview.
Finance Logix plans to add Vestorly content into its Retire Logix mobile application, which advisers can use for prospecting and creating a quick financial plan, Mr. Tishkevich said.
