AdvisorStream

AdvisorStream is the most powerful automated business building platform. Deepen client relationships and capture new business with the world's most credible and engaging content.

Languages supported: English, French, Spanish, Chinese (Simplified)

9.6/10 (Expert Score) ★★★★★
Product is rated as #4 in category Content Curation Software
Ease of use
9.4
Support
9.7
Ease of Setup
9.3

AdvisorStream is the only marketing platform fully partnered with the world’s most credible and trusted publishers. The award-winning service helps financial advisors engage their clients and win prospects through timely, personalized, and compliant investor communications. An omni-channel marketing service, AdvisorStream delivers the highest-quality and up-to-date article, commentary, video and infographic content through newsletters, social media, emails, websites, and client portals. Every year, AdvisorStream delivers hundreds of millions of communications materials on behalf of its vast network of financial advisors. Headed by CEO, co-founder and industry thought leader Kevin Mulhern, AdvisorStream has offices in New York, London, and Toronto.

For more information, visit AdvisorStream.com

AdvisorStream
AdvisorStream

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Customer Reviews

AdvisorStream Reviews

Mark S. Y.

Advanced user of AdvisorStream
★★★★★
Must have for advisors.

What do you like best?

AdvisorStream offers an easy to use interface, good value for the service provided, and most importantly, adds an additional touch point for your clients to keep you top of mind, with minimal time investment on your part.

What do you dislike?

I wish there were more customization options for advisor-written letters.

What problems are you solving with the product? What benefits have you realized?

Consistent education of clients, time management, consistent contact. Especially through the pandemic, my client have provided nothing but positive feedback on all of the great articles and letters that are sent to them through AdvisorStream.

Review source: G2.com

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