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AdvisorStream Reviews & Product Details

AdvisorStream is the highest-rated marketing platform to help Financial Advisors drive growth through highly engaging and personalized communications that investors enjoy and trust. Drive growth (revenue & retention) by sharing highly-engaging content licensed from the world’s most trusted publishers (e.g., The Wall Street Journal, Forbes, The Economist, The New York Times, and 30+ more publishing partners). Learn how AdvisorStream’s powerful digital marketing platform can help you uncover new opportunities, increase your share of wallet and enhance the client experience.

Seller

Broadridge Financial Solutions

Discussions

AdvisorStream Community

Languages Supported

English

Overview by

Georgia Karakatsanis

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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AdvisorStream Media

AdvisorStream Demo - Lead-Optimized Branded Landing Pages

Stand out from the crowd with highly-engaging content licensed from the world's biggest publishers that keep your brand top of mind.

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Verified User in Financial Services

Enterprise (> 1000 emp.)

4/2/2020

"The articles have been a Godsend in calming my clients and prospects during this difficult period."

5/5

What do you like best about AdvisorStream?

I have been very impressed with the quality, the personal style, and the timeliness of the articles and the newsletters that have been sent. I feel blessed to have signed up for the 30-day trial when I did. Also, it's great to send content with no advertising, except my local company's name. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

Nothing, I love the system and I'm delighted that it has been approved for use by MassMutual. Review collected by and hosted on G2.com.

Recommendations to others considering AdvisorStream:

AdvisorStream provides professional, high quality content from reliable sources, without advertising of other companies products. The content is very timely, even during the Covid-19 virus, and allowed me to keep my LinkedIn connections, clients & prospects up to date and calm their market fears. Review collected by and hosted on G2.com.

What problems is AdvisorStream solving and how is that benefiting you?

The articles have been a Godsend in calming my clients and prospects during this difficult period. I'm planting seeds and staying in contact with new LinkedIn connections that say they can't meet right now, but yes later. Review collected by and hosted on G2.com.

Jeff E.

Owner

Small-Business (50 or fewer emp.)

12/11/2020

"A Stream of good writing, great articles and phenomenal service for Financial Advisors."

5/5

What do you like best about AdvisorStream?

The ability to customize articles for your business without significant effort and high quality. Tim Minert sells the features and gives great ideas. Tanya Madeira is the most hands on, high quality assurer of a good end product. This is actually three things. so I like Tanya Madeira the best. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

Negativity on the part of some of the readers over very small things. Most of those readers have been removed from the subscription list.. Review collected by and hosted on G2.com.

Mark S. Y.

Investment Advisor

Enterprise (> 1000 emp.)

4/9/2021

"Must have for advisors."

5/5

What do you like best about AdvisorStream?

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. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

I wish there were more customization options for advisor-written letters. Review collected by and hosted on G2.com.

Richard P.

Managing Partner

Financial Services

Mid-Market (51-1000 emp.)

1/26/2021

"If you don't use AdvisorStream, you are missing out on opportunities."

5/5

What do you like best about AdvisorStream?

Systematically, I am in front of my clients with current relevant information. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

My profile picture on my newsletter, makes me look short ;) Review collected by and hosted on G2.com.

Recommendations to others considering AdvisorStream:

This works well to compliment your current existing marketing programs. Review collected by and hosted on G2.com.

What problems is AdvisorStream solving and how is that benefiting you?

Consistent client contact that is fully automated. Automatically creates relevant social media posts to boost conversations and client interactions. As a Business development professional having ongoing contact with my network opens new opportunities after every news letter. Review collected by and hosted on G2.com.

Rick I.

Business Owner

Small-Business (50 or fewer emp.)

2/18/2021

"Great value added service"

5/5

What do you like best about AdvisorStream?

Great content! The software has a very intuitive interface Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

There aren't really any features that I dislike. I like that we are able to choose our own content as well as having articles pre-selected. Review collected by and hosted on G2.com.

jacque h.

V.A.

Small-Business (50 or fewer emp.)

9/1/2020

"AdvisorStream A++++++"

5/5

What do you like best about AdvisorStream?

Great, engaging content. Easy to use, Staff is incredible to work with, very helpful, prompt, and friendly. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

I have not found anything that I dislike at this point. Review collected by and hosted on G2.com.

Recommendations to others considering AdvisorStream:

Great interesting content, easy to use, staff is easy to get ahold of, and they are very helpful. Review collected by and hosted on G2.com.

What problems is AdvisorStream solving and how is that benefiting you?

AdvisorStream will create newsletters for you, based on a range of topics that you choose, or you can do this yourself. They will also send posts to social media feeds and your website. You can choose the time frames that you want the posts to be released. Which eliminates having to use additional scheduling software. You can also send out a post, newsletter or email at anytime. Their analytics/reporting is also very easy to read, and from that you can create groups or tags. Review collected by and hosted on G2.com.

John D.

Small-Business (50 or fewer emp.)

8/27/2020

"Great time saver"

4.5/5

What do you like best about AdvisorStream?

Before adopting Advisor Stream, I used to write a monthly e-mailed news letter for my clients, but this took a huge amount of time and focus away from my core tasks of helping clients get what they want. Once I saw Advisor Stream, I knew it would save me time, but was concerned clients would not want a weekly newsletter from me, and feel bombarded...it turns out the clients love it, it looks more professional than my effort, and it takes me less time... Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

Initially there was a lot of US content, and the text customisation was a bit clunky but this is improving dramatically and as I get more used to the software, I am getting faster at putting it out each week. Review collected by and hosted on G2.com.

Recommendations to others considering AdvisorStream:

Worth speaking with them to get a demo, and try it out. Review collected by and hosted on G2.com.

What problems is AdvisorStream solving and how is that benefiting you?

Staying front of mind with clients, without being a pain is the main one I think. I can communicate a weekly message, which has already been drafted, so I I do not need to start from a blank page anymore. Review collected by and hosted on G2.com.

Nadine T.

Senior Financial Planner / Manager North Peace Financial Planning Services

Small-Business (50 or fewer emp.)

7/23/2020

"Very happy user"

5/5

What do you like best about AdvisorStream?

Timely and relevant content that enables me to be visible online without taking up too much time. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

There have been a couple of articles that I have been unable to publish online, due to restrictions from the publisher of the article I assume. Review collected by and hosted on G2.com.

What problems is AdvisorStream solving and how is that benefiting you?

I used to spend at least 5-6 hours a week compiling my own client email Newsletter. Advisorstream has streamlined this for me significantly. The feedback I have had from my clients has been fantastic. It was particularly helpful during the height of the pandemic market crisis when it was hard for me to call all of my clients in a short space of time. It also allows me to be visble and relevant on social media without taking up a great of time. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

7/20/2020

"Consistent Content"

5/5

What do you like best about AdvisorStream?

Consistent and current content. The support staff is responsive and knowledgeable. They are mentally invested in your success. They will help you shape your message in order to arrive at the desired outcome. Review collected by and hosted on G2.com.

What do you dislike about AdvisorStream?

There aren't too many things to dislike. I would however, suggest that the end user take an active role in selecting the daily content. Make sure the articles are commensurate with your brand messaging. Also select articles from time to time in order to make your specific content stand out. Review collected by and hosted on G2.com.

What problems is AdvisorStream solving and how is that benefiting you?

I am a recruiter/business development so my experience and goals are different than an advisor. I find advisorstream provides our advisors with consistent and current content. When advisors use social media they often forget to post or post too often. Advisorstream solves those problems. They also have a top notch success team designed to help an advisor navigate best practices. Review collected by and hosted on G2.com.