---
title: AdvisorStream Reviews
meta_title: 'AdvisorStream Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 24 reviews by the users' company size, role or industry to
  find out how AdvisorStream works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 24
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---


# AdvisorStream Reviews
**Vendor:** Broadridge Financial Solutions  
**Category:** [Content Curation Tools](https://www.g2.com/categories/content-curation)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 24
## About AdvisorStream
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.




## AdvisorStream Reviews
  ### 1. It's useful. It adds some value. However, improvements could be made.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 02, 2018

**What do you like best about AdvisorStream?**

It's easy to use. It also provides clients and prospective clients with information they might not otherwise have a subscription to. Like similar products it allows regular communication with these groups of people.

**What do you dislike about AdvisorStream?**

Some improvements could be made. While not easy, adding an ever increasing variety of publications to choose from would be welcome. Those could include the Wall Street Journal, Barrons, Time Magazine, etc., just to name a couple. Other services have access to some of these. It would seem doable.

Also, added features to the where we write our text would be welcome. The ability to add attachments and/or pictures in the body of the text would be a nice feature. In short, in the almost 2 1/2 years I've been a customer, I don't think much has changed from a feature standpoint.

I also think keeping in touch with AdvisorStream's client base would be very helpful. Keeping us posted as to improvements and/or enhancements to the service on a monthly basis would be great. Right now we get ZERO communication from them about their service. Knowing what is in the pipeline or what is coming up would be a helpful. Shouldn't be hard to implement.

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

None, really. It pretty much just allows regular communication with clients, prospective clients, and others.


## AdvisorStream Discussions
  - [What is AdvisorStream used for?](https://www.g2.com/discussions/what-is-advisorstream-used-for)

- [View AdvisorStream pricing details and edition comparison](https://www.g2.com/products/advisorstream/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A15%3A12+-0500&secure%5Bsession_id%5D=7c26e1a1-d3ee-4277-9a76-15dc039017a7&secure%5Btoken%5D=07434f1c00a50dd2d6c1b1d33f44773f5489b3bed5300f6f383b79082fda4ec4&format=llm_user)

## AdvisorStream Features
**Content Discovery**
- Query Builder
- Content Sources
- Content Suggestions
- Multimedia Support

**Content Curation**
- Collaboration
- Content Management
- Customization
- Analytics and Reporting

**Content Distribution**
- Social Media
- Email Marketing
- Blogs/Websites
- Integrations
- SEO

**Agentic AI - Content Curation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

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