AdvisorStream 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

AdvisorStream

4.8

(77)

Pricing

Starting at CA$175.00 per month

About AdvisorStream

AdvisorStream is a content marketing solution designed to help financial professionals, broker-dealers and other professionals create and organize content libraries, conduct platform landing page research, distribute weekly newsletters and ensure compliance with regulations.

AdvisorStream allows businesses to curate and publish financial content and customize landing pages according to brand requirements. Teams can streamline the entire sales process, from engaging with prospects, creating and sending communications, to managing the ongoing client relationship.

AdvisorStream lets users capture and nurture leads through targeted communication and automatically post relevant multimedia content on social media platforms. Pricing is available on request and support is extended via phone and email.

AdvisorStream Screenshots

AdvisorStream Pricing and Plans

Starting price: CA$175.00 per month

Free Trial

Free Version

Essentials

CA$175.00

flat rate, per month

No plan information available

Growth

CA$232.00

flat rate, per month

No plan information available

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AdvisorStream Features

Popular features found in Content Marketing
Audience Targeting
Campaign Management
Content Library
Customizable Branding
Customizable Templates
Editorial Calendar
Publish Scheduling
Reporting & Statistics
SEO Management
Social Media Integration
Workflow Management
More features of AdvisorStream
Categorization/Grouping
Conversion Tracking
Multi-Channel Campaigns

AdvisorStream Integrations

Wealthbox

Zapier

Redtail CRM

Salesforce Platform

AdvisorStream User Reviews

Overall Rating

4.8

Ratings Breakdown

81%

18%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.6

Functionality

4.5

Jeff G.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed February 2021

Great Add On to Our Marketing

This has been a great add on to our marketing. Documented results from AdvisorStream. Helpful onboarding. Easy to use. Great content.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

easy to "drip" information out to clients and prospects and the more you use the system as a tool, the more it can do. I like the ability to communicate to so many clients weekly in a compliant manner. We have received a lot of positive feedback from clients. Software has enabled us to schedule more meetings and we are always "top of mind"

Cons:

I don't have any cons. Strongly endorse.

Gregory D.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

Great Content and Service!

Keeping multiple touches with clients and prospects on a regular schedule.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the diversity of publishers, authors and points of view. Excellent assistance through my account manager, [SENSITIVE CONTENT HIDDEN]. Interesting Canadian accent.

Cons:

I have many regular readers. Some just view my written content on a Newsletter and some compliment me on the relevance of the articles. However, I need to be better at converting readers into clients. That is my challenge for 2021.

David A.

Verified reviewer

Financial Services

5001-10000 employees

Used daily for less than 12 months

Review source

Reviewed February 2021

Advisor Stream - pricey, professional, you have to decide if it's for you

Mixed results. The pros as listed above are why I keep it. It really adds a nice level or professionalism. The cost and lack of ROI make it a tough marketing platform to keep. Public image is the best reason to keep this service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The pre-written emails are very well done, thoughtful and insightful. Good selection of articles to utilize. Adds a nice layer of professionalism and credibility to your business. Nice, clean, look and already compliance approved (if that's a concern).

Cons:

It's hard not to see A.S. a glorified version of Hearsay that's a lot more expensive. The emails and posts don't generate much engagement. Not that any software like this does, but was hoping this would bring more results than cheaper options. Not able to make changes to the emails yet but hasn't been an issue so far.

Justin M.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 2 years

Review source

Reviewed February 2021

Digital Marketing for Financial Advisors

Staying relevant in today's saturated market is important, AdvisorStream helps me accomplish this crucial objective.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best feature about this software is the ability to speak to my market through my health and wellness lens. The ability to curate specific copywritten articles from the world's largest publications that speak my language allows for strong brand consistency. The software is extremely easy to use, and significantly cuts down on the time it takes for digital marketing in the financial services industry.

Cons:

Since using this software, I have not encountered any cons.

Blaine b.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 12 months

Review source

Reviewed October 2020

advisorstream review

I'd say good overall. I've been pretty pleased in a short amount of time. The reporting is insightful

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Software is user friendly and easy to learn. There are many great resources/articles to use within. The service team is solid and is very quick to answer any questions, concerns that I have. They are also great in working with my Broker/Dealer to solve any potential issues (which are few in number). I have found the software very easy to integrate into other systems that I use for my practice.

Cons:

The cost is my least favorite part, and there were a few slight glitches with initial setup.

Reasons for choosing AdvisorStream

Ease of use, and advice from other professionals in my industry

Reasons for switching to AdvisorStream

needed something better, and that goes deeper

Larry M.

Verified reviewer

Financial Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed February 2021

Client Engagement and Credibility

Great company, high integrity, excellent responsive support!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Advisor stream brilliantly writes my weekly newsletter in my own words. No kidding. More than once, I've read the opening paragraph and felt like I actually wrote it! Of course, I did not - but my clients, even my own family, think I did. The newsletter is delivered like clockwork every Friday morning. People expect it, count on it, read it, and actually enjoy it. Advisor stream is the foundation of my client engagement. We do lots of other things - I see the "other things" as guerrilla warfare; The newsletter is my solid, relentless, army, my frontal assault.

Cons:

Very happy with this software; lots of yet unexplored features, (and I've been using Advisor Stream for nearly 4 years)

Tracy S.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed January 2022

Handy social/outreach/client touch tool

AS allows an easy way to publish current content on my schedule

Ratings Breakdown

Ease of use

Functionality

Pros:

The articles are timely & easily searchable. The newsletter feature is handy & can be scheduled to send later.

Cons:

They need to improve the ability to do a complete pull of the data sent, who opened, what it was about, etc. Much of this is there but has to be manually pulled from numerous screens.

Laval D.

Verified reviewer

Financial Services

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed October 2020

I have been using these solution for many years

I am very pleased with the solution and renew it every year I often refer many new advisors to consider this solution

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Many of my clients directly respond to me with questions from my newsletter. the layout is very professional and I receive a lot of compliments on the content.

Cons:

It would be great to have other social media platforms such as Instagram integrated into the tool.

Ronald W.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 2 years

Review source

Reviewed October 2020

Advisor Stream Weekly pots

After it was set up, it was great.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once the software was approved by my RIA, it was great.

Cons:

The time it took to get everything approved by my RIA.... almost a year.

Reasons for choosing AdvisorStream

It was offered up through my RIA at a good price. It still took almost a year to be approved. It was a learning issue for all, RIA, Myself and Advisor Stream. Everything has a price tag. Now, it seems to be fine. Many of my clients have commented on my articles. Yeah!

Brian F.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed February 2021

AdvisorStream is worth it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was very easy to set up! They have someone walk you through the steps to set up your account. You can filter the type of articles that you feel suit your client's needs the best. Those articles and newsletters are e-mailed to you for you to review and approve before they are posted/sent to your selected social platforms and clients. I like how the newsletters are addressed to each client individually, which gives it a personal touch. You are able to go into your account and see which clients are reading the articles and newsletters. This gives you a little bit of information on what your clients may need help with or are interested in, which makes for a great meeting ice breaker with clients and also allows you to direct the meeting in a way that meets your client's needs on a more personal level.

Cons:

It's coming up on a year of using this software and I can honestly say that I have yet to find anything that I don't like about it!!

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