Osaic AdvisorStream

Get More Clients Without the Extra Workload

AdvisorStream takes care of your marketing, so you can focus on clients.

AdvisorStream's digital marketing platform helps you drive growth on auto-pilot with:

  • Social media posting and scheduling
  • Weekly client newsletters done for you
  • Timely content from the top publishers
  • Lead-optimized landing pages
  • AI-powered insights on client interests
  • Lead nurturing emails to spark meetings

A Proven Marketing System that Drives Results

In just a few months, I’ve already converted 3 new accounts (worth nearly $300k) thanks to the content and frequent touchpoints that help spark conversations. AdvisorStream has more than paid for itself.”

Nick Dell’Aquila
Financial Advisor & President
Dell’Aquila Financial, Inc.

Pricing Packages

ESSENTIALS
For only $25/month you get:
  • Engaging content expertly crafted by Osaic & Broadridge
  • Share content across social media, email, website & more
  • Monthly newsletter sent to clients
  • Lead capture built into all your marketing to drive growth
  • Automation keeps your digital channels fresh & relevant
  • AI insights recommends next best communication
  • Social media on autopilot with timely content auto-posted
  • Robust compliance saves time without sacrificing results
  • FREE Delegate access to assistants, while staying in control
Conveniently paid via commission deduction.
GROWTH
For an additional $75/month
  • Everything in essentials
  • Weekly and Monthly client newsletters sent for you
  • Fully licensed 3rd party content from +20 publications
  • Largest investor-focused library with articles and videos
  • Share content written by recognized journalists
  • Automated eCards to turn greetings into meetings
  • FREE Delegate access to assistants, while staying in control
Payment processed by credit card.
1:1 Onboarding
For a one time cost of $199 you get:
  • Three 30 min consultative sessions with an expert
  • Setting up an account for success and platform navigation
  • Reviewing data insights and uncovering opportunities
  • Continued success and refining your strategy
  • Growth package clients receive an additional session on eCards and Campaigns
Payment processed by credit card.

Watch a Demo of AdvisorStream

Learn how AdvisorStream can help you drive growth without adding to your workload.

Ready to get better results from your marketing?

Select your affiliation to sign up for AdvisorStream.

Osaic For Osaic Institutions.
 

Frequently Asked Questions (FAQ)

What is AdvisorStream?

Broadridge’s AdvisorStream is an AI-powered digital marketing platform that helps financial professionals drive growth, revenue, and retention.

It provides a wide range of pre-approved content, including much of what was previously available on the Forefield platform, along with exclusive Osaic content specifically tailored for financial professionals affiliated with Osaic.

How do I get AdvisorStream training and support?

Support

For general support queries, please contact the AdvisorStream Support team Monday-Friday at osaicservice@broadridge.com.

You can also reach us at 866.893.8351 (OSAIC dedicated phone line).

Training videos are available on demand:

How is AdvisorStream different from Forefield?

Broadridge’s Forefield marketing platform has transitioned to AdvisorStream, a more modern and robust digital marketing system, offering a wealth of key new benefits, aimed at driving growth.

  • Content Recommendations Engine
    Informs advisors on their investors’ real-time focus and provides content recommendations to further engage clients and prospects.
  • Automated Lead Capture
    Grow your business by sharing content across all channels and capture new leads.
  • Advisor Analytics
    Comprehensive analytics for advisors to better evaluate their marketing performance.
  • Content Sources All In One Place
    Access to thousands of pieces of investor-centric content, Broadridge thought leadership content and Osaic-exclusive content.
  • High-quality Content
    Share content exclusively licensed from more than 20 of the most trusted publishers including Wall Street Journal, Barron’s, Financial Times, and more.

If I want the AdvisorStream upgrade, what do I do?

You can upgrade to the premium package in your AdvisorStream Account & Settings Subscription page.