From Great Content Come Great Numbers

The most powerful automated business building platform that increases the effectiveness and ease with which financial advisors attract and retain clients.

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Client Base Building Is A Numbers Game. You Can Play The Game Better.

To effectively grow your client base, you need to engage with as many people as you can - for as long as you can. AdvisorStream is the most powerful automated marketing platform that legally allows advisors to leverage the world’s most credible new sources to create the most engaging digital experiences for their clients and prospects; from newsletters, email, website, and social media. Our proprietary lead technology has turned conventional client communications into a revenue-generating centre; capturing you new, quality leads every month.

Access The World’s Most Engaging Content. In One Platform.

AdvisorStream's team of content experts license and curate thousands of articles and videos daily through our unique and exclusive partnerships with world top publishers including Bloomberg, Forbes, Reuters, CNN Business, and many more, for advisors to leverage across all digital channels - with full automation. You can now save valuable time, money, and resources, demonstrate your thought leadership, and distinguish yourself from your competition.

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Great Content is Read Content. Here are our stats:

AdvisorStream’s open rates are 250% higher than the industry average, click-through-rate 700% higher. Seriously.

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Curated, Compliant Content.

All of our content goes through 3 curation phases to ensure compliance. Content is first licensed to guarantee no copyright violations by advisors, then vetted by each publisher’s legal and editorial departments for fact checking. Our content curation team ensures all FINRA, IIROC, and SEC marketing communication guidelines are met and then uses machine data to add only the most engaging 5% of publisher content in advisors' libraries. We also work with financial firms to abide by specific content parameters. Advisors don't spend hours sorting through thousands of articles and videos and firms know their advisors are 100% compliant in their digital marketing efforts. That's what we call win-win.


Automate Your Communications.

AdvisorStream’s proprietary platform allows you to schedule multi-channel communications, while simultaneously giving you complete control to communicate with your clients and prospects at whatever frequency you prefer. AdvisorStream’s automated content recommendations streamline your workflow and ensure you see the return on your investment that you want, with minimal time and resources.

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“Content builds relationships. Relationships are built on trust. Trust drives revenue.”

Andrew Davis

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Your Personalized, Content Page

Now like never before, communicate in your personalized, branded content page so clients and prospects can live in your ecosystem. Don’t send your clients and prospects to the web where there are paywalls, distractions, and competing advertisements. Let your thought leadership be the focal point - not your competitor’s.


Great Content Means Great Numbers.

With AdvisorStream, your communications work for you. Our proprietary technology captures new leads every time your content is shared and opened. Gather all the insights you need to optimize your client and prospect engagement. Nurture prospects through AdvisorStream’s lead nurturing platform to convert leads into clients.

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Irrelevance has a price.

“63% of consumers reported they may defect from brands due to irrelevant content. Of that group, 41% would consider ending a brand relationship due to irrelevance and 22% already have.”

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“I generated over 55 leads from one LinkedIn post and I’ve converted 6 clients this past year through AdvisorStream’s lead nurturing platform. 

Mark Hudon, CFP, DTM, Certified Financial Planner, FundEX Investments Inc.

“It's very important to me to consistently deliver high quality, timely content to clients and prospects from recognized and respected media sources. The communication tool is so robust that it's incredibly easy to use and customize for specific audiences. And the folks at AdvisorStream have been extremely responsive and helpful. This has really been a great addition to my practice.”

Nancy Fellinger, CFP, planningWISE Wealth with Coburn & Meredith, Inc.

“Within 2 months of using AdvisorStream, I increased share of wallet with one client by $500,000. After using the platform for a year, I have increased AUM by $3 million. Every advisor needs to be using AdvisorStream.”

Kevin McIntyre, BA, Division Director, Investors Group