What Is AdvisorStream?

AdvisorStream is an all-in-one digital marketing platform for financial advisors that drives growth, retention, and engagement by providing everything needed to convert clicks into clients.

AdvisorStream saves you time and money by combining the power of marketing automation with content licensed from the world's most trusted publishers, including The Wall Street Journal, Forbes, Barron's, The New York Times, Business Insider, and more.

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.

AdvisorStream Details


Founded in 2011

AdvisorStream Details


Founded in 2011

AdvisorStream videos and images

AdvisorStream video
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Starting price


Free Version

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Free Trial

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AdvisorStream deployment and support


  • Chat


  • Cloud, SaaS, Web-based


  • Live Online
  • Webinars
  • Documentation

Features of AdvisorStream

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audience Targeting
  • Brand Management
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Categorisation/Grouping
  • Content Library
  • Content Management
  • Conversion Rate Optimisation
  • Conversion Tracking
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Data Visualisation
  • Distribution Management
  • Drag & Drop
  • Editorial Calendar
  • Email Marketing
  • Engagement Tracking
  • Filtering
  • Interactive Content
  • Monitoring
  • Multi-Channel Campaigns
  • Multi-Channel Marketing
  • Publish Scheduling
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • SEO Management
  • Social Advertising
  • Social Media Integration
  • Social Media Management
  • Social Media Monitoring
  • Social Promotion
  • Tagging
  • Template Management
  • Third Party Integrations
  • Video Management
  • Visual Analytics
  • Website Analytics
  • Workflow Management

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Reviews of AdvisorStream

Read all 76 reviews

Average score

Ease of Use
Customer Service
Value for Money

Reviews by score


Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Verified Reviewer
Financial planner in Canada
Verified LinkedIn User
Banking, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Integration with my current position

5 last year

Comments: Based on the last couple of years of experience I was able to promote myself and build my brand among the readers and followers.


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.


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

Keith C.
Financial Advisor in US
Financial Services, 201-500 Employees
Used the Software for: 1-5 months
Reviewer Source

Automated and off of my plate!

5 last year

Comments: 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.


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!


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.

Adam R.
Director & Chartered Financial Planner in UK
Financial Services, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

A Good way to maintain contact

3 last year

Comments: generally good. We had some issues at outset and since service started but generally addressed quickly


a regular communication to keep us in clients minds


sometimes the communications are irrelevant and the lack of option to reduce the frequency slightly is somewhat frustrating

Roy S.
Owner in US
Financial Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

Great Return on My Investment

5 10 months ago

Comments: They are great. Great product, great customer service. They are also willing to listen to constructive feedback.


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.


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.

Ellen L.
Financial Advisor in US
Financial Services, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

Engaging content - great service!

5 9 months ago


I am very impressed with the articles included in my newsletter. They address the topics I requested and are very engaging. I have received great feedback from my clients and prospects about how much they appreciate the content. The system was easy to set up and automate - I never have to worry about it!


No improvements that I can think of - I have loved the service