--- description: Discover the benefits and disadvantages of AdvisorStream. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AdvisorStream Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Content Marketing Software](/directory/30796/content-marketing/software) > [AdvisorStream](/software/207060/advisorstream) # AdvisorStream Canonical: https://www.capterra.co.uk/software/207060/advisorstream Page: 1 / 4\ Next: [Next page](https://www.capterra.co.uk/software/207060/advisorstream?page=2) > Cloud-based content marketing solution that helps financial advisors to automate marketing and manage client relationships. > > Verdict: Rated **4.8/5** by 77 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses AdvisorStream? Designed for financial professionals, broker-dealers, FMOs and RIAs, a content curation solution that helps with content library, landing pages, weekly newsletters and compliance tools. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 77 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: AdvisorStream - **Founded**: 2011 ## Commercial Context - **Starting Price**: CA$175.00 - **Pricing model**: Flat Rate (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: Chinese, English, French, Spanish - **Available Countries**: Canada, United Kingdom, United States ## Features - Multi-Channel Campaigns - Publish Scheduling ## Integrations (4 total) - Redtail CRM - Salesforce Platform - Wealthbox - Zapier ## Support Options - Email/Help Desk - Knowledge Base - Phone Support ## Category - [Content Marketing Software](https://www.capterra.co.uk/directory/30796/content-marketing/software) ## Alternatives 1. [Jasper](https://www.capterra.co.uk/software/217242/jasper) — 4.8/5 (1854 reviews) 2. [Interacty](https://www.capterra.co.uk/software/209461/interacty) — 4.7/5 (151 reviews) 3. [Levitate](https://www.capterra.co.uk/software/211147/levitate) — 4.8/5 (333 reviews) 4. [Writesonic](https://www.capterra.co.uk/software/219972/writesonic) — 4.8/5 (2102 reviews) 5. [Writecream](https://www.capterra.co.uk/software/1015392/writecream) — 4.8/5 (346 reviews) ## Reviews ### "AdvisorStream: your social media VA" — 5.0/5 > **Ian** | *21 October 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Using AdvisorStream allows me to supplement my social media accounts with relevant, factual and industry compliant information that is of value to my clients and potential clients. I am able to target specific types of financial information most appealing to my target audience. > > **Cons**: I would love to be able to use different information/posts for different social media platforms/websites. Right now it is the same post across all platforms. ----- ### "Integration with my current position" — 5.0/5 > **Verified Reviewer** | *2 November 2020* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Advisor stream was able to make switch and seamless integration from my previous company to my new role. I was able to keep uploaded articles and send newsletter to both old and new lists while the switch. > > **Cons**: The only thing I think Advisor Stream could use for the future is to be able to use more social media platforms such Instagram. Also to use articles and updates from the company where I work now > > Based on the last couple of years of experience I was able to promote myself and build my brand among the readers and followers. ----- ### "A Good way to maintain contact" — 3.0/5 > **Adam** | *20 October 2020* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: a regular communication to keep us in clients minds > > **Cons**: sometimes the communications are irrelevant and the lack of option to reduce the frequency slightly is somewhat frustrating > > generally good. We had some issues at outset and since service started but generally addressed quickly ----- ### "Automated and off of my plate\!" — 5.0/5 > **Keith** | *26 October 2020* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: The posts are engaging and interesting to my clients. I've had a number of clients who have called me to talk about a weekly letter or a social media post that they saw. The best part is that it takes zero time out of my schedule\! > > **Cons**: I would say the only downside is getting all of the names into the software. It is just time consuming, but there is no way around it and you have to do that no matter what software you're going to use. > > I love it. It keeps me in front of clients and prospects on a weekly basis or more and it has relevant, engaging content that my clients actually take the time to read and enjoy it. ----- ### "Great Return on My Investment" — 5.0/5 > **Roy** | *11 February 2021* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: AdvisorStream's automated newsletter service is very easy to use and helps me stay in contact with current clients and reach out to prospects on a regularly scheduled basis. I can see who viewed which articles which makes it easy to see which topics my clients and prospects are interested in, creating richer conversations. I also check AdvisorStream every day as an aggregation of financial planning and social topics. I learn something new several times per month doing this as part of my routine. > > **Cons**: I have been using AdvisorStream for approximately 5 years and I've seen the changes they have gone through. Their first iterations needed improvements, which they made. It took time for me to get the software to operate exactly how I like, but a brand new customer today may not have the same growing pains that I experienced. > > They are great. Great product, great customer service. They are also willing to listen to constructive feedback. ----- Page: 1 / 4\ Next: [Next page](https://www.capterra.co.uk/software/207060/advisorstream?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/207060/advisorstream) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data