AdvisorStream automates client engagement and growth
The most powerful automated marketing platform for financial advisors that legally allows you to leverage the world’s most credible news content to create strong client and prospect engagement.
World’s Most Engaging, Fully-Licensed Content
Send and share the world’s most credible and timely content via social media, website, newsletter and email. Access thousands of the top curated financial articles, infographics and videos from over 20+ top news sources.
Branded Client Communications
Communicate in your personalized, branded content page so clients and prospects can live in your ecosystem, allowing you to extend your brand and capture new business. Licensed content means you do not have to link your clients to content that has competing advertising and competitor calls to action.
Robust Client and Prospect Reporting
Gather deep insights into client interests and needs allowing you to optimize client and prospect engagement at a digital scale. Nurture prospects through AdvisorStream’s lead nurturing platform to convert leads into clients. Identify client needs and expand client share of wallet.
Automated Omni-Channel Marketing
Automate the distribution of all client and prospect communications, saving you time and resources while providing you complete control over what content is delivered. Power your digital marketing at scale across all channels effectively and economically.
All-in-one Compliance Solution
Our content curation team ensures all FINRA and IIROC marketing communication guidelines are met, and uses machine data to add only the most engaging publisher content to the advisor library.
See what our clients are saying
“We have experienced tremendous client and prospect response to the weekly newsletter. Our open rate is close to 80%. AdvisorStream provides 5-star customer service and support. We believe AdvisorStream has broadened our brand, increased client contact effortlessly and raised our professional stature. ”
Rick Scruggs, CLU, ChFC, C(k)P - Financial Designs
“AdvisorStream has been instrumental in generating new business. The ability to see the clients interests and concerns has allowed me to convert that insight into two new accounts in the the first two months.”
Eric Stroehle - Partner At Boundless Financial
“From the day our small shop began using AdvisorStream, the staff there have been extremely attentive and knowledgeable in helping us develop a better way to reach our clients and prospects with timely articles that are right on point. ”
Gregory Davis - Heritage First
“AdvisorStream does a great job in delivering relevant and interesting content to my clients. The weekly newsletters also serve as a way to keep lines of communication open with my clients which has actually generated additional business from existing clients.”
Alyse Bellflower - Bellflower Financial Group, LLC
“I have been using AdvisorStream for about 10 months now and they are by far the best source I have found for timely, relevant content. Their platform is very easy to use and their finished product is top notch, professional looking. It's truly a terrific service and a fast and easy way to stay connected to your best clients.”
Janet Ballantyne - CLG Wealth Management
“As a former 7 year subscriber to Constant Contact, I've been using AdvisorStream (AS) in my RIA practice for well over a year now and I am pleased to say that it should be part of any Advisor's marketing repertoire if they wish to touch your clients on a recurring basis.”
James Miller - Biltmore Wealth Advisors, LLC
“Love the high quality articles available through AdvisorStream! They make it super easy to tailor content to specific clients, providing them with the kind of news and information they'll actually find valuable. AdvisorStream allows for the curating of information that clients will see as both timely and thoughtful.”
Nancy B. Fellinger, CFP®- PlanningWISE Wealth
“In just my second time of sending e-mail news I was referred by an existing client to a friend. This netted a 70k annuity sale. AdvisorStream is paid for several years now. I have been hearing from "dormant" clients, and that is a good thing.”
Joe Carreno - Tucker Advisors
“I’ve gotten two 401k clients from my website, and I believe I’m #1 in Google page rank in Orlando now for 401k providers. I attribute that to the AdvisorStream content streaming to my website each day”
Michael Marini - Orlando 401k Specialists
Partnered with the world’s most credible publishers
Client Success Stories
“AdvisorStream provides a wide variety of topics, and mixes in personal finance with other news and information.”
“AdvisorStream allows me to set, customize and control my social media automation. I appreciate the ability to review the content beforehand.”
“AdvisorStream has allowed me to schedule posts that are relevant to my business and also to my network. ”
“Due to AdvisorStream’s ability to automate my communications, I have been able to get in front of specific clients much easier.”