# AdvisorStream Software Reviews, Demo & Pricing - 2026 > Review of AdvisorStream Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/marketing/advisorstream-profile --- [Home](https://www.softwareadvice.com/) / [Content Marketing Software](https://www.softwareadvice.com/marketing/content-comparison/) / AdvisorStream Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/marketing/advisorstream-profile/reviews/)[Alternatives](https://www.softwareadvice.com/marketing/advisorstream-profile/alternatives/) # AdvisorStream 2026: Benefits, Features & Pricing Wondering if AdvisorStream is right for your organization? Our Content Marketing Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview AdvisorStream 4.8 [(77)](https://www.softwareadvice.com/marketing/advisorstream-profile/reviews/) 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. Wondering if AdvisorStream is right for your organization? Our Content Marketing Software selection experts can help you in 15 minutes or less. ## AdvisorStream User Interface ## Popular AdvisorStream Alternatives Main Product AdvisorStream 4.8 [(77)](https://www.softwareadvice.com/marketing/advisorstream-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.59Value for money - 4.65Customer support - 4.52Functionality Pricing Starting at CA$175.00 per month Get Price Alternative Product [Jasper](https://www.softwareadvice.com/marketing/jarvis-profile/) 4.8 [(1855)](https://www.softwareadvice.com/marketing/jarvis-profile/reviews/) Ratings Breakdown - 4.69Ease of use - 4.53Value for money - 4.69Customer support - 4.72Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Levitate](https://www.softwareadvice.com/marketing/levitate-profile/) 4.8 [(333)](https://www.softwareadvice.com/marketing/levitate-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.64Value for money - 4.90Customer support - 4.75Functionality Pricing Starting at $349.00 per month Get Price Alternative Product [Interacty](https://www.softwareadvice.com/marketing/interacty-profile/) 4.7 [(153)](https://www.softwareadvice.com/marketing/interacty-profile/reviews/) Ratings Breakdown - 4.71Ease of use - 4.39Value for money - 4.55Customer support - 4.60Functionality Pricing Starting at $3.00 per month Get Price Alternative Product [Writesonic](https://www.softwareadvice.com/marketing/writesonic-profile/) 4.8 [(2102)](https://www.softwareadvice.com/marketing/writesonic-profile/reviews/) Ratings Breakdown - 4.78Ease of use - 4.54Value for money - 4.56Customer support - 4.73Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Writecream](https://www.softwareadvice.com/marketing/writecream-profile/) 4.8 [(346)](https://www.softwareadvice.com/marketing/writecream-profile/reviews/) Ratings Breakdown - 4.83Ease of use - 4.68Value for money - 4.68Customer support - 4.74Functionality Pricing Starting at $49.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Redtail CRM Integration rated undefined from -1 review Salesforce Platform Integration rated undefined from -1 review ## AdvisorStream User Reviews Overall Rating 4.8 Ratings Breakdown 5 81% 4 18% 3 1% 2 0% 1 0% 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 5 This has been a great add on to our marketing. Documented results from AdvisorStream. Helpful onboarding. Easy to use. Great content. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More GD 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! 5 Keeping multiple touches with clients and prospects on a regular schedule. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 5 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. Read More DA 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 5 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 5 Ease of use 3 Value for money 4 Customer support 2 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. Read More JM 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 5 Staying relevant in today's saturated market is important, AdvisorStream helps me accomplish this crucial objective. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Bb Blaine b. Verified reviewer Financial Services Self-Employed Used daily for less than 12 months Review source Reviewed October 2020 advisorstream review 4 I'd say good overall. I've been pretty pleased in a short amount of time. The reporting is insightful Ratings Breakdown 4 Ease of use 2 Value for money 5 Customer support 4 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 Read More LM 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 5 Great company, high integrity, excellent responsive support! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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) Read More TS 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 5 AS allows an easy way to publish current content on my schedule Ratings Breakdown 5 Ease of use 4 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. Read More LD 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 5 I am very pleased with the solution and renew it every year I often refer many new advisors to consider this solution Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 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. Read More RW Ronald W. Verified reviewer Financial Services Self-Employed Used daily for less than 2 years Review source Reviewed October 2020 Advisor Stream Weekly pots 4 After it was set up, it was great. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 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! Read More BF 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! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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!! Read More Showing 1 - 10 of 77 Reviews [See All Reviews](https://www.softwareadvice.com/marketing/advisorstream-profile/reviews/) ## AdvisorStream Popular Comparisons [Jasper vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/jarvis/)[Levitate vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/levitate/)[Interacty vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/interacty/)[Writesonic vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/writesonic/)[Writecream vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/writecream/)[Wix vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/wix/)[Contentpace vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/contentpace/)[Texta.ai vs AdvisorStream](https://www.softwareadvice.com/marketing/advisorstream-profile/vs/texta-ai/) [Compare All Alternatives](https://www.softwareadvice.com/marketing/advisorstream-profile/alternatives/) ## Other Top Recommended Content Marketing Software [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3008) Recently recommended **5** times [Salesforce Marketing Cloud](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/) **4.2** (530) Recently recommended **4** times [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) **4.6** (6050) Recently recommended **0** times [Zoho Social](https://www.softwareadvice.com/marketing/zoho-social-profile/) **4.7** (3429) Recently recommended **0** times Stuck Between Options? 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