1. Configuration Control

Allow or block any Vestorly feature. Impersonate or control sub-accounts of individual representatives.

2. Content Scoring

Score any content based on the probability that it’s approved or rejected for compliance safety.

3. Compliance Approval

Monitor compliance approvals and workflows with Vestorly’s compliance dashboard.

4. Email-based Approvals

Replace approval dashboards with an email-based workflow sent directly to your inbox.

5. API Integration

Integrate any Vestorly Compliance Solution including Vestorly Robo-Compliance™ scoring and filtering using the Vestorly Compliance API.

6. Flexible Workflows

Automatically generate an email or notification for approval to your compliance officer for any content selected for sharing.

7. Smart Filtering

Automatically block individual content or content sources that don’t meet your safety thresholds based on topic, keyword or publisher.

8. Custom Thresholds

Set your own threshold for compliance, safety and evergreen content properties. Automatically approve or reject content that falls outside your set threshold.