Solution introduction
Manage content workflows and safety
Vestorly’s flexible framework provides an integrated control panel that provides advanced management controls to configure and monitor all content and account activity in real-time while accessing a comprehensive range of analytics and data insights
Vestorly Intelligence Center®
Vestorly’s Intelligence Center® is an advanced control panel that enables your team to configure, control and supervise all account activity of representatives and their audience. Monitor all accounts in real-time, while accessing enterprise-level intelligence across your organization. Whitelist and blacklist in order to approve or deny any content by topic, publisher, and keyword. Segment content for different sets of professionals across your network.
Vestorly Robo-Compliance™
Harness the power of data science and the network effect of the financial services industry to reduce your workflow and your risk by approving content in real-time and eliminating the bottleneck of content approval. All approvals are time-stamped for audits and easily surfaced in a conversational user interface. Vestorly’s Robo-Compliance™ meets the demands of FINRA, SEC, IIROC, and FCA regulated companies.
