AdvisorStream Overview

AdvisorStream is a content marketing software designed to help businesses, financial advisors, and marketers engage their audiences with relevant, personalized content. The platform offers a wide selection of curated articles, videos, and other media, which can be customized to reflect the branding and messaging of any business or individual. AdvisorStream allows users to automate the distribution of this content across email, social media, and websites, increasing the reach and impact of their marketing efforts. The software’s segmentation and personalization features ensure that the content is delivered to the right audience based on their interests and preferences, improving engagement and fostering stronger customer relationships. AdvisorStream also provides analytics tools to track the effectiveness of content campaigns, providing valuable insights into user behavior, engagement rates, and conversion tracking. With its user-friendly interface and automation capabilities, AdvisorStream simplifies content marketing, helping businesses establish their authority in their field, boost their online presence, and drive client retention.

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AdvisorStream Screenshot & Video

Contact Details

  • Vendor Name AdvisorStream
  • Founded 2011
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Financial Services

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AdvisorStream Features

  • Arrow Icon Categorization/Grouping
  • Arrow Icon Filtering
  • Arrow Icon Campaign Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Audience Targeting
  • Arrow Icon Social Media Integration
  • Arrow Icon Social Promotion
  • Arrow Icon Template Management
  • Arrow Icon SEO Management
  • Arrow Icon Conversion Tracking
  • Arrow Icon Activity Dashboard
  • Arrow Icon Campaign Planning
  • Arrow Icon Editorial Calendar
  • Arrow Icon Content Library
  • Arrow Icon Drag & Drop
  • Arrow Icon Publish Scheduling
  • Arrow Icon Content Management
  • Arrow Icon Campaign Analytics
  • Arrow Icon Multi-Channel Campaigns
  • Arrow Icon Engagement Tracking
  • Arrow Icon Social Media Monitoring
  • Arrow Icon Email Marketing

AdvisorStream Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$199 Per Month

AdvisorStream FAQs

AdvisorStream is a content marketing software designed to help businesses, financial advisors, and marketers engage their audiences with relevant, personalized content. The platform offers a wide selection of curated articles, videos, and other media, which can be customized to reflect the branding and messaging of any business or individual. AdvisorStream allows users to automate the distribution of this content across email, social media, and websites, increasing the reach and impact of their marketing efforts. The software’s segmentation and personalization features ensure that the content is delivered to the right audience based on their interests and preferences, improving engagement and fostering stronger customer relationships. AdvisorStream also provides analytics tools to track the effectiveness of content campaigns, providing valuable insights into user behavior, engagement rates, and conversion tracking. With its user-friendly interface and automation capabilities, AdvisorStream simplifies content marketing, helping businesses establish their authority in their field, boost their online presence, and drive client retention.

  • No, AdvisorStream does not offer a free version.

  • Yes, AdvisorStream offers a free trial.

  • No, Credit Card details are not required for the AdvisorStream trial.

  • AdvisorStream offers the following pricing plans & packages:

    Basic

    $199 Per Month

  • AdvisorStream supports the following payment frequencies:

    • Monthly Subscription

  • No, AdvisorStream does not offer an API.

  • AdvisorStream offers support with the following options:
    • Email , Phone , Knowledge Base

  • AdvisorStream offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • AdvisorStream supports the following languages:
    • English

  • Following are the typical users of the AdvisorStream:
    • Self-Employed , Small-Business , Midsize-Business

  • AdvisorStream supports the following deployment:
    • Cloud Hosted

  • AdvisorStream supports the following devices and operating systems:
    • Web-Based

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