Name: AdvisorStream
Author: AdvisorStream

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Application Lifecycle Management (ALM)

Cloud Storage

Continuous Delivery

Converged Infrastructure

Custom Software Development Services

Data Catalog

Data Center Virtualization

Data Fabric

Fraud Detection

Function as a Service (FaaS)

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Network Traffic Analysis (NTA)

Security Analytics

Software Composition Analysis (SCA)

Threat Intelligence

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Audience Engagement

Audio Editing

Blogging

Contact Management

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales

Cloud Infrastructure Entitlement Management

Data-Centric Audit Protection (DCAP)

Security

Chiropractic

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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### Content Creation
Users generally appreciate AdvisorStream's content curation capabilities, highlighting the ease of use and the high quality of articles provided. The ability to customize and select relevant topics for clients is seen as a valuable feature. While some users have encountered minor inconveniences like bugs when copying content, overall, the consensus leans towards a positive experience with AdvisorStream's content creation functionality. The platform's curated content is praised for its timeliness, relevance, and professional presentation, contributing to a positive user experience.

### Content Distribution
Reviewers generally praise AdvisorStream's content distribution capabilities. Users appreciate the ease of use and automation features that allow for timely and relevant content distribution across newsletters, social media platforms, and websites. While some minor issues like occasional typos or interface complexities have been noted, overall, users find AdvisorStream's content distribution functionality to be a valuable tool in enhancing their online presence and engaging with clients and prospects effectively.

### Content Curation
Users appreciate the ease of use and time-saving benefits of AdvisorStream's curated content selection. The ability to customize topics and receive engaging articles tailored to their preferences has garnered positive feedback. Some users suggest more active involvement in selecting content to align better with brand messaging, but overall, the consensus is that AdvisorStream's content curation functionality adds significant value to their marketing efforts.

### Email Marketing
Users appreciate AdvisorStream's email marketing capabilities for their convenience and effectiveness in maintaining consistent client contact. The platform's automated features for creating newsletters and social media posts have been particularly lauded for streamlining communication efforts. Additionally, the customization options provided by AdvisorStream have been instrumental in reinforcing brand identity and messaging. The positive feedback underscores the value users place on the platform's email marketing functionalities in nurturing client relationships and driving engagement.

### Client Engagement
Users consistently praise AdvisorStream for its ability to keep them in regular contact with clients and prospects, highlighting the platform's effectiveness in client engagement. The reviews indicate that users appreciate the ease of staying connected with their audience through automated newsletters and timely, relevant content. Many users have mentioned receiving positive feedback from clients and prospects, emphasizing the value of the articles provided by AdvisorStream in sparking meaningful conversations and maintaining strong relationships. Additionally, users find the platform's tracking capabilities beneficial in understanding their audience's interests and preferences, allowing for more personalized and engaging interactions.

### Customer Feedback and Interaction
Users consistently praise AdvisorStream for its ability to provide valuable content to clients, garnering positive feedback and enhancing client engagement. The platform's streamlined approach to client communication has been particularly beneficial during challenging times, such as the pandemic market crisis, allowing advisors to maintain visibility and relevance without excessive time investment. Clients appreciate the personalized and engaging articles, leading to favorable responses and strengthening relationships. AdvisorStream's efficient automation of newsletters has not only saved time but also received high praise from users for its impact on client satisfaction and communication effectiveness.

### Social Media Management
User feedback on AdvisorStream's social media management capabilities is generally positive, with many users finding value in the platform's ability to automate social media posts and newsletters. Some users appreciate the ease of staying connected with clients and followers through curated content on various social platforms. However, a few users express a desire for more flexibility in terms of social media platforms supported by AdvisorStream. Despite some minor concerns, the consensus leans towards the effectiveness of AdvisorStream in managing social media presence efficiently.

### Business Development and Networking
Users appreciate AdvisorStream's ability to provide professional and compliant articles for easy sharing on LinkedIn, enhancing their networking efforts. The platform's success team is commended for guiding advisors on best practices, ensuring a smooth navigation of its networking features. Additionally, users find value in the platform's timely and relevant content, particularly during challenging times like the Covid-19 pandemic, which helps them stay connected with their network and address market concerns effectively.

Users commonly recommend AdvisorStream for the following reasons:

1. AdvisorStream provides professional, high-quality content from reliable sources.
2. Users recommend using AdvisorStream to keep LinkedIn connections, clients, and prospects up to date and calm their market fears.
3. AdvisorStream works well to complement existing marketing programs.
4. Users advise trying out AdvisorStream and speaking with Blasko for a demo.
5. AdvisorStream made a positive impact on their ability to connect with clients.

Overall, users recommend trying out AdvisorStream, speaking with Blasko for a demo, and leveraging its capabilities to connect with clients effectively.

AdvisorStream is a marketing platform designed to assist financial advisors and wealth firms in effectively marketing their services and engaging with clients. It caters to a wide range of company sizes, from individual financial advisors to large wealth management firms. According to the vendor, professionals in the financial advisory, wealth management, investment advisory, broker-dealer, and independent firm industries can leverage AdvisorStream's features to enhance their marketing efforts and potentially drive meaningful ROI.

## Key Features

**Content Marketing**: AdvisorStream offers a content library licensed from trusted publishers, with articles, videos, and infographics on financially adjacent topics. The content is constantly updated, and users can complement it with their own firm-specific content. The vendor claims that AI-powered insights can help uncover investor interests and provide content recommendations for all contacts.

**eCards**: AdvisorStream's eCards feature allows users to build relationships by celebrating important events in their clients' lives. Users can choose from pre-made or fully customizable eCards and schedule them for later or set them to recur on holidays or trigger dates. The vendor suggests that this feature can humanize marketing efforts and potentially spark meaningful conversations with clients.

**Campaigns**: AdvisorStream's Campaigns feature is an email nurturing system that aims to convert clicks into conversations. Users can launch highly targeted nurturing campaigns using pre-written templates and benefit from AI-powered content selection. Simplified reporting allows users to measure the success of their email campaigns and prioritize follow-ups, according to the vendor.

**Lead Nurturing**: AdvisorStream's Lead Nurturing feature helps users follow up with leads and nurture them with timely content. Users can share content to build relationships with the next generation of investors and capture contact details through customizable forms. The vendor emphasizes that privacy compliance is ensured according to regulations such as CASL, CANSPAM, CCPA, and GDPR.

**Social Media Management**: AdvisorStream enables users to create curiosity and engagement on social media platforms by providing timely content. Users can automate their social media marketing tasks and keep their profiles fresh with handpicked, high-quality content. The vendor states that the platform integrates with various social media platforms, making it easy to manage and schedule posts.

**Website Integration**: AdvisorStream's Website Integration feature helps users keep their websites fresh with engaging content. Users can easily integrate customizable content into their websites, promoting their own content alongside licensed content. The vendor claims that this integration provides a seamless and engaging experience for website visitors.

**Lead Optimized Pages**: AdvisorStream's Lead Optimized Pages feature helps users attract leads with branded landing pages. Users can create customizable lead capture pages with forms to collect contact details. The vendor states that AI-powered content recommendations are provided for each lead capture page, aiming to convert clicks into conversations.

**Smart Automation**: AdvisorStream's Smart Automation feature saves users time by automating marketing tasks such as social media posting, email campaigns, lead nurturing, and content selection. Users can set up automation rules and schedules to ensure consistent and timely communication with clients and prospects. The vendor suggests that this automation can help streamline marketing efforts and improve overall efficiency.

Quality and Engaging Content: Users have consistently praised AdvisorStream for providing high-quality articles and newsletters that are engaging and personalized. Many users have reported receiving great feedback from their clients and prospects, highlighting the positive impact of the content on their business.

Intuitive Interface and Customization: The interface of AdvisorStream has been described as easy to use and intuitive by numerous users. They appreciate the ability to customize articles effortlessly to align with their business goals without requiring significant effort or technical expertise.

Helpful Customer Support: Users have expressed satisfaction with the customer support team at AdvisorStream. They found them to be helpful, accessible, and responsive in addressing any questions or issues that arose. Additionally, users appreciated having an account manager who provided valuable assistance throughout their experience with the software.

Lack of Customization Options for Advisor-Written Letters: Some users have expressed a desire for more customization options when it comes to advisor-written letters. They feel that the current options are limited, and they would like more control over the content and layout of these letters.

Inadequate Customer Service: Several users have mentioned frustration with the lack of real customer service from AdvisorStream. They report difficulties in editing their newsletters at times and express disappointment with the lack of responsiveness from the support team.

Relentless Sending of Suggested Content: Many users have found the software to be relentless in sending suggested social media shares and newsletters. They feel that it becomes a part of their daily and weekly routine, which can be overwhelming. Some users wish there was an option to reduce the frequency slightly or opt out of certain communication channels altogether.

Users have found that AdvisorStream is an invaluable tool for maintaining consistent communication with clients and prospects. The customization function has been praised for its ability to brand companies and deliver personalized messages, ensuring that users can tailor their content to resonate with their audience. This has resulted in positive feedback from clients, who appreciate the quality of the articles and letters sent through AdvisorStream. During difficult periods, these materials have proven to be instrumental in calming clients, further solidifying the value of this product.

AdvisorStream's ease of use for curating and sharing content on social media has garnered positive feedback from users. By regularly posting engaging and relevant articles, users have seen increased engagement from their followers, which has been a powerful tool for building relationships and maintaining visibility. Additionally, the ability to send prospect-specific articles on specific topics has been particularly useful for users looking to discuss areas such as wills and estate planning. 

The customer service and support provided by AdvisorStream have also received commendations. From initial deployment to ongoing communication and issue resolution, users have expressed their satisfaction with the level of assistance they've received. Furthermore, the automated features of AdvisorStream, such as creating relevant social media posts and newsletters, have not only saved users time but have also boosted client interactions.

Overall, AdvisorStream has proven to be an effective solution for staying engaged with clients and prospects. With its branding capabilities and automated features, it has helped businesses build their brand image while maintaining regular contact with their audience. The analytics reporting feature has also allowed users to gain valuable insights into their efforts and make data-driven decisions. Ultimately, AdvisorStream offers a comprehensive suite of tools that streamline marketing efforts and enhance client communication without the need for additional tools or resources.

Essential

Premium

Professional

Managed Services + SaaS

AdvisorStream

Content marketing is any marketing format that involves the creation and sharing of media and publishing content in order to acquire customers. Content Marketing’s basic premise is to provide some valuable information that stops short of a direct sales pitch or call to action, but which seeks to positively influence a customer in some way. This information can be presented in a variety of media, including news, video, white papers, ebooks, infographics, case studies, how-to's, Q&A’s, photos, etc. Content marketing software is designed to assist in building this content by scouring the web for relevant articles and managing and organizing marketing assets.

Content Marketing

Content Creation

Features related to the creation of content for marketing purposes.

Ideation

Includes tools for creative development, such as ideation workspaces, guides to certain topics or channels, briefs, recommendations, and/or access to agencies.

Approval workflows

Allows users to lay out and track, in some cases automatically, workflows for content approval.

Content collaboration

Includes features for collaborating on content that is created internally or commissioned/licensed from external sources.

Content calendar

Allows users to schedule and plan the creation and/or distribution of content.

Network for content licensing/production

Includes access to a database of content that can be licensed or a talent network for licensed content production.

Payment/Resource management

Allows users to budget for content creation costs and/or make payments to contractors, agencies, etc.

Content Publishing

Features related to the organization and distribution of marketing content.

Content hub

Platform has a central location, such as a gallery or repository, for organizing all content. This enables easy internal access, and may allow for automated or personalized distribution.

Forms / Gated content

Users can set up forms for lead generation, which can be used to gate content. Forms may pop-up (to gate the site itself) or prompt users to register for a download.

Embedded CTAs

Supports the creation of embedded Calls To Action, which are forms or links embedded in the content or the content stream.

Content distribution

Allows users to push content to different channels, such as social media or websites, from within the tool. This may be handled via integrations.

Content promotion

Includes tools for promoting content by connecting to paid and earned media channels.

Content automation

Allows users to set up automated distribution, personalization and/or curation.

Content Reporting & Analytics

Features related to tracking, measuring, and analyzing content creation processes and content performance.

Audience profiling and targeting

Determines profiles—types that can be used for segmentation—based on audience behavior or demographics. Helps deliver targeted content via website personalization and/or marketing automation campaigns.

Closed-loop tracking and reporting

Tracks the impact of content on the buyer’s/customer’s journey and ROI.

Content performance analytics

Provides insights around how individual pieces of content are performing. Content performance is measured in terms of engagement and/or conversion by piece of content, by channel.

Campaign optimization dashboard

Provides a quick view on content performance and allows users to make changes to which channels and which content is being promoted or displayed.

Competitive analytics

Provides a view on competitors' content performance and/or strategy for comparison.

Content production analytics

Analytics around time and money spent for content production.

Page-level engagement analytics

Analytics around audience engagement with individual pages of content, for a granular look at content performance.

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AdvisorStream

Overview

What is AdvisorStream?