# 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. The articles have been a Godsend in calming my clients and prospects during this difficult period. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2020 **What do you like best about AdvisorStream?** I have been very impressed with the quality, the personal style, and the timeliness of the articles and the newsletters that have been sent. I feel blessed to have signed up for the 30-day trial when I did. Also, it's great to send content with no advertising, except my local company's name. **What do you dislike about AdvisorStream?** Nothing, I love the system and I'm delighted that it has been approved for use by MassMutual. **Recommendations to others considering AdvisorStream:** AdvisorStream provides professional, high quality content from reliable sources, without advertising of other companies products. The content is very timely, even during the Covid-19 virus, and allowed me to keep my LinkedIn connections, clients & prospects up to date and calm their market fears. **What problems is AdvisorStream solving and how is that benefiting you?** The articles have been a Godsend in calming my clients and prospects during this difficult period. I'm planting seeds and staying in contact with new LinkedIn connections that say they can't meet right now, but yes later. ### 2. Must have for advisors. **Rating:** 5.0/5.0 stars **Reviewed by:** Mark S. Y. | Investment Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2021 **What do you like best about AdvisorStream?** AdvisorStream offers an easy to use interface, good value for the service provided, and most importantly, adds an additional touch point for your clients to keep you top of mind, with minimal time investment on your part. **What do you dislike about AdvisorStream?** I wish there were more customization options for advisor-written letters. **What problems is AdvisorStream solving and how is that benefiting you?** Consistent education of clients, time management, consistent contact. Especially through the pandemic, my client have provided nothing but positive feedback on all of the great articles and letters that are sent to them through AdvisorStream. ### 3. If you don't use AdvisorStream, you are missing out on opportunities. **Rating:** 5.0/5.0 stars **Reviewed by:** Richard P. | Managing Partner, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2021 **What do you like best about AdvisorStream?** Systematically, I am in front of my clients with current relevant information. **What do you dislike about AdvisorStream?** My profile picture on my newsletter, makes me look short ;) **Recommendations to others considering AdvisorStream:** This works well to compliment your current existing marketing programs. **What problems is AdvisorStream solving and how is that benefiting you?** Consistent client contact that is fully automated. Automatically creates relevant social media posts to boost conversations and client interactions. As a Business development professional having ongoing contact with my network opens new opportunities after every news letter. ### 4. Great value added service **Rating:** 5.0/5.0 stars **Reviewed by:** Rick I. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2021 **What do you like best about AdvisorStream?** Great content! The software has a very intuitive interface **What do you dislike about AdvisorStream?** There aren't really any features that I dislike. I like that we are able to choose our own content as well as having articles pre-selected. **What problems is AdvisorStream solving and how is that benefiting you?** Curating content regularly to share with clients on social media. We've received lots of positive feedback already. ### 5. AdvisorStream A++++++ **Rating:** 5.0/5.0 stars **Reviewed by:** jacque h. | V.A., Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2020 **What do you like best about AdvisorStream?** Great, engaging content. Easy to use, Staff is incredible to work with, very helpful, prompt, and friendly. **What do you dislike about AdvisorStream?** I have not found anything that I dislike at this point. **Recommendations to others considering AdvisorStream:** Great interesting content, easy to use, staff is easy to get ahold of, and they are very helpful. **What problems is AdvisorStream solving and how is that benefiting you?** AdvisorStream will create newsletters for you, based on a range of topics that you choose, or you can do this yourself. They will also send posts to social media feeds and your website. You can choose the time frames that you want the posts to be released. Which eliminates having to use additional scheduling software. You can also send out a post, newsletter or email at anytime. Their analytics/reporting is also very easy to read, and from that you can create groups or tags. ### 6. Great time saver **Rating:** 4.5/5.0 stars **Reviewed by:** John D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2020 **What do you like best about AdvisorStream?** Before adopting Advisor Stream, I used to write a monthly e-mailed news letter for my clients, but this took a huge amount of time and focus away from my core tasks of helping clients get what they want. Once I saw Advisor Stream, I knew it would save me time, but was concerned clients would not want a weekly newsletter from me, and feel bombarded...it turns out the clients love it, it looks more professional than my effort, and it takes me less time... **What do you dislike about AdvisorStream?** Initially there was a lot of US content, and the text customisation was a bit clunky but this is improving dramatically and as I get more used to the software, I am getting faster at putting it out each week. **Recommendations to others considering AdvisorStream:** Worth speaking with them to get a demo, and try it out. **What problems is AdvisorStream solving and how is that benefiting you?** Staying front of mind with clients, without being a pain is the main one I think. I can communicate a weekly message, which has already been drafted, so I I do not need to start from a blank page anymore. ### 7. Very happy user **Rating:** 5.0/5.0 stars **Reviewed by:** Nadine T. | Senior Financial Planner / Manager North Peace Financial Planning Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2020 **What do you like best about AdvisorStream?** Timely and relevant content that enables me to be visible online without taking up too much time. **What do you dislike about AdvisorStream?** There have been a couple of articles that I have been unable to publish online, due to restrictions from the publisher of the article I assume. **What problems is AdvisorStream solving and how is that benefiting you?** I used to spend at least 5-6 hours a week compiling my own client email Newsletter. Advisorstream has streamlined this for me significantly. The feedback I have had from my clients has been fantastic. It was particularly helpful during the height of the pandemic market crisis when it was hard for me to call all of my clients in a short space of time. It also allows me to be visble and relevant on social media without taking up a great of time. ### 8. Consistent Content **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2020 **What do you like best about AdvisorStream?** Consistent and current content. The support staff is responsive and knowledgeable. They are mentally invested in your success. They will help you shape your message in order to arrive at the desired outcome. **What do you dislike about AdvisorStream?** There aren't too many things to dislike. I would however, suggest that the end user take an active role in selecting the daily content. Make sure the articles are commensurate with your brand messaging. Also select articles from time to time in order to make your specific content stand out. **What problems is AdvisorStream solving and how is that benefiting you?** I am a recruiter/business development so my experience and goals are different than an advisor. I find advisorstream provides our advisors with consistent and current content. When advisors use social media they often forget to post or post too often. Advisorstream solves those problems. They also have a top notch success team designed to help an advisor navigate best practices. ### 9. Superb service! Don't miss out! **Rating:** 5.0/5.0 stars **Reviewed by:** Jerry F. | Certified Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2020 **What do you like best about AdvisorStream?** Quality of the content delivered in real time... **What do you dislike about AdvisorStream?** There is nothing I dislike. It's all good. **Recommendations to others considering AdvisorStream:** Don't miss out, start now **What problems is AdvisorStream solving and how is that benefiting you?** solving frequency of contact challenge. Realizing an increased dependency on me as a resource ### 10. Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Greg H. | Invesmtent Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2020 **What do you like best about AdvisorStream?** The best part is the Newsletter. They get sent out weekly with relatable articles and customizable. **What do you dislike about AdvisorStream?** I wish we could sign up just for the Newsletter and not having to group with the social media aspect. **What problems is AdvisorStream solving and how is that benefiting you?** Sending out timely newsletters that are related to what is currently happening around the world. ## 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/advisorstream-review-4516177?section=pricing&secure%5Bexpires_at%5D=2026-05-12+14%3A25%3A18+-0500&secure%5Bsession_id%5D=ce4e4712-347b-4efe-97e2-6e96411d7376&secure%5Btoken%5D=2b0b02a323ae55303697c99cbbe210b712bd9923c08a43b4aecd0b3d8292e28f&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 ## Top AdvisorStream Alternatives - [ContentStudio](https://www.g2.com/products/contentstudio/reviews) - 4.6/5.0 (342 reviews) - [UpContent](https://www.g2.com/products/upcontent/reviews) - 4.4/5.0 (280 reviews) - [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) - 4.7/5.0 (450 reviews)