--- description: Review of AdvisorStream Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: AdvisorStream | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Content Marketing Software](/directory/1839/content/software) > [AdvisorStream](/software/249741/advisorstream) # AdvisorStream Canonical: https://www.softwareadvice.co.nz/software/249741/advisorstream Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/249741/advisorstream?page=2) > 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. > > Verdict: Rated **4.8/5** by 77 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 77 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: AdvisorStream - **Founded**: 2011 ## Commercial Context - **Starting Price**: CA$175.00 - **Pricing model**: Flat Rate (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: Chinese, English, French, Spanish - **Available Countries**: Canada, United Kingdom, United States ## Features - Audience Targeting - Campaign Management - Categorisation/Grouping - Conversion Tracking - Multi-Channel Campaigns - Publish Scheduling ## Integrations (4 total) - Redtail CRM - Salesforce Platform - Wealthbox - Zapier ## Support Options - Email/Help Desk - Knowledge Base - Phone Support ## Category - [Content Marketing Software](https://www.softwareadvice.co.nz/directory/1839/content/software) ## Alternatives 1. 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Software has enabled us to schedule more meetings and we are always "top of mind" > > **Cons**: I don't have any cons. Strongly endorse. > > This has been a great add on to our marketing. Documented results from AdvisorStream. Helpful onboarding. Easy to use. Great content. ----- ### "Great Content and Service\!" — 5.0/5 > **Gregory** | *12 February 2021* | Financial Services | Recommendation rating: 9.0/10 > > **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. > > Keeping multiple touches with clients and prospects on a regular schedule. ----- ### "Advisor Stream - pricey, professional, you have to decide if it's for you" — 5.0/5 > **David** | *11 February 2021* | Financial Services | Recommendation rating: 6.0/10 > > **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. > > 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. ----- ### "Digital Marketing for Financial Advisors" — 5.0/5 > **Justin** | *16 February 2021* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > Staying relevant in today's saturated market is important, AdvisorStream helps me accomplish this crucial objective. ----- ### "advisorstream review" — 4.0/5 > **Blaine** | *20 October 2020* | Financial Services | Recommendation rating: 7.0/10 > > **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. > > I'd say good overall. I've been pretty pleased in a short amount of time. The reporting is insightful ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/249741/advisorstream?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/249741/advisorstream) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data