Vestorly Announces the Integration of its Smart Digital Content Technology on to Pershings NetX360 Platform

  • Vestorly’s breakthrough digital content platform to become immediately available to all Pershing affiliated broker-dealers, wealth managers and financial advisor clients
  • Pershing LLC, a BNY Mellon company, is the first custodian to offer a seamless integration with Vestorly to all clients
  • Vestorly’s “browser in the cloud” technology gives users a distinct competitive advantage to search and use universal web content in real-time, combine it with their own digital content, and provide content browsing experiences for their audience while understanding their identities and behavior.


Vestorly today announced the integration of its smart digital content technology into Pershing’s  NetX360® platform. This integration will provide Pershing’s broker-dealers, wealth managers and advisors with access to Vestorly’s content management and marketing analytics technology. Vestorly enables users to search and curate unlimited digital content from across the web and personally engage their audience on email, social media and webpages while capturing behavioral data on readers. This data makes it easy for users to fine-tune their client relationships and enterprises to analyze engagement patterns and make better-informed decisions across their businesses based on real-time intelligence.

"In today’s digital environment, it is vital that digital communications with clients is real-time, personalized, and mobile,” said Justin Wisz, CEO, Vestorly. “We are honored that Pershing, a firm with a track record of innovation and thinking outside the box, has selected Vestorly as the digital content marketing solution for themselves and their clients.”

“Vestorly introduces a modern and automated platform for advisors to build meaningful digital relationships with clients and prospective clients through relevant and fresh content,” said Maureen Duff, Managing Director and Global Head of Marketing at Pershing. “The Vestorly solution, which is seamlessly integrated with our NetX360 Marketing Center platform, provides an opportunity for advisors to save time and resources without compromising the personalized digital experience that their clients appreciate, and expect, as modern consumers.”

Vestorly’s “browser in the cloud” technology helps its users find and deliver smart, relevant content from all over the web to their audience through a personal web browsing experience in a closed feedback loop. A modern, intuitive interface and data-powered automation empowers email campaigns, social media campaigns and webpages with real-time and dynamic content while delivering actionable data on client experience that informs better advisor-client interactions.

“Vestorly technology reveals a new dataset on consumer behavior not only to financial professionals, but to the greater Pershing enterprise,” Wisz adds. “At the same time, financial professionals establish themselves as a real-time news resource across multiple devices and channels which consumers have come to expect from brands and service providers in this generation”.

Pershing, a BNY Mellon Company is the first custodian to collaborate with Vestorly, which is quickly becoming the digital content marketing platform of record for the financial services industry.

For media inquiries regarding Vestorly or anything in this news announcement, or to speak with a Vestorly spokesperson, please contact: or call Jason Lahita at 973-460-7837.

For a demo of Vestorly’s digital content marketing platform for financial services professionals, please contact:


About Vestorly
Digital content management is complex and costly. It works for some, but not all. Vestorly is applying proprietary cloud-based browser technology to reinvent content management for small businesses and enterprises, and ensure it works for all. Vestorly allows users to effortlessly access real-time web content and automate personal content browsing experiences for their audience while understanding their identities and behavior. The technology provides a data-powered content discovery experience for consumers and a re-imagination of marketing analytics for businesses. Vestorly is the brainchild of Vestorlabs, a group of engineers, data scientists and marketers from Fisher Investments, J.P. Morgan, Microsoft, IBM and top Universities. 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


About Pershing

Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers. A financial services firm located in 23 offices worldwide, Pershing provides business-to-business solutions to clients representing 5.8 million active investor accounts on the U.S. platform. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on, or follow us on Twitter @Pershing.

Press Contact:

FiComm Partners

Jason Lahita (Los Angeles) -- 310-575-2509,



About Us

FiComm is a specialist communications firm that works with independent investment managers, financial advisors and those that want to reach them, to establish strong media profiles that highlight credibility. We provide our clients with a personal level of service guided by a process second to none. Our consultants are all senior level, highly experienced PR pros who know how to position our clients in the most impactful way in the financial media at the national, local and trade levels. Our clients trust us to put forth their messages thoughtfully, and strategically. Specialties:Media Relations, Press Releases, PR Strategy & Consulting, Contributed Article Development, Interview Coordination & Management, Broadcast TV, Strategic Messaging, Media Training, Financial Adviser PR, Media Tours


We are honored that Pershing, a firm with a track record of innovation and thinking outside the box, has selected Vestorly as the digital content marketing solution for themselves and their clients.
Justin Wisz, CEO, Vestorly