AdvisorStream is a content marketing platform designed for financial advisors. It enables users to select the most relevant and engaging online news and stories to share with their clients, and it allows them to create branded pages for sales and marketing purposes as well. In this article, we cover user reviews. Ready to get started with AdvisorStream? Request a demo.
What AdvisorStream Does Well
Users who gave positive AdvisorStream reviews like that the platform is easy to use and that the finished products look professionally-made. Others said that it helps their companies stay connected with and relevant to their clients and prospects.
One user who gave AdvisorStream a positive review on G2 Crowd appreciates that the software curates high-end financial content from top publications. He also said that it is user-friendly and that the customer support team is accommodating and helpful.
What AdvisorStream Does Not Do Well
Users who gave AdvisorStream a negative review dislike that the company does not give out updates on any enhancements and planned changes to the software. Other than that, there weren’t many negative comments about the product.
One user who reviewed AdvisorStream on G2 Crowd suggested that the company should send out monthly emails about the latest developments on the software, as well as information on future plans so that they are aware of any upcoming changes that might affect their workflow.
AdvisorStream pricing is not readily available on their website, but similar apps cost around $19 to $300 per month, depending on the features included. You may contact their sales team for a quotation.
Ready to get started with AdvisorStream? Request a demo.
Check out the list below of some of AdvisorStream’s features:
- Content Creation and Curation
- Dashboards and Analytics
- Audience Targeting
- Customizable Templates
- Collaborative Editorial Calendars
- Content Scheduling
- Internal Communication
Is AdvisorStream compliant with SEC (Securities and Exchange Commission) and FINRA (Financial Industry Regulatory Authority, Inc.) regulations?
Can advisors add their own or their firm’s original content?
Here is a list of some of AdvisorStream’s popular integrations: