Introducing Pre-written Customizable Message Templates
Nov. 11, 2019
Pre-written customizable message templates are now available within the customization section of your newsletter builder and when sharing direct emails.
Product Update: Targeted Email
Nov. 5, 2019
You asked, we listened. Based on your popular feedback, we’ve overhauled our Targeted Email feature to greatly enhance the client experience with the same feel as your newsletter and social posts.
New Publisher: The Canadian Press
Oct. 14, 2019
We are excited to announce The Canadian Press as our newest publishing partner! As Canada’s trusted news source and leader in providing real-time multimedia stories, we look forward to providing even more great Canadian content to our advisors.
AdvisorStream Launches in United Kingdom
Sept. 25, 2019
AdvisorStream, which provides fully-licensed access to the world's most trusted news sources, announced that it has launched in the UK. In support of the European Digital Rights (EDRi) initiative, AdvisorStream is the only digital content marketing platform which partners directly with the world's leading publishers to fully-license their content and allow Financial Advisers to co-brand themselves alongside the publisher.
NEW Feature: Fully Automated Lead Nurturing
July 15, 2019
Now, when capturing a new lead on the platform you can quickly and easily send a note to book your first meeting or call alongside an article/video curated specifically for your new lead.
New Feature: Encouraging people to take action, with Profile CTAs
June 17, 2019
Improve your marketing game by driving prospects and clients to take specific actions.
New feature: EasyLaunch
May 27, 2019
Same powerful platform. New look. More productivity. We’re excited to unveil the fresh update we’ve applied to our platform so that you can work even faster and easier than before.
AdvisorStream Named One of “20 Most ValuablePartners in Financial Marketing”
May 14, 2019
We’re honored to be a recipient of this year’s Gramercy Institute’s award and truly appreciate all the marketing teams at financial firms from around the world that nominated us. We thank all our valued partners that have contributed to the tremendous growth at AdvisorStream.
New Publisher: Barron's
May 13, 2019
AdvisorStream is committed to providing the world's best content to power your digital client communications. We are excited to announce our newest partnership with Barron’s.
New Feature: Powerful Content AI & Machine Learning
April 24, 2019
Do you want to better understand your clients on a deeper level? Our new Content AI can help you with just that! Leverage the insights our technology learns about your client’s reading patterns to help you scale a customized client experience.