Header banner
Revain logoHome Page
advisorstream logo

AdvisorStream Review

1

·

Excellent

Revainrating 5 out of 5  
Rating 
5.0
Marketing, Content Marketing

View on AmazonView on ЯM

Description of AdvisorStream

AdvisorStream is the only marketing platform fully partnered with the world's most credible and trusted publishers. The award-winning service helps financial advisors engage their clients and win prospects through timely, personalized, and compliant investor communications. An omni-channel marketing service, AdvisorStream delivers the highest-quality and up-to-date article, commentary, video and infographic content through newsletters, social media, emails, websites, and client portals. Every year, AdvisorStream delivers hundreds of millions of communications materials on behalf of its vast network of financial advisors. Headed by CEO, co-founder and industry thought leader Kevin Mulhern, AdvisorStream has offices in New York, London, and Toronto. For more information, visit AdvisorStream.com

Reviews

Global ratings 1
  • 5
    1
  • 4
    0
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Very good resource, especially when paired w/ Fidelity

The platform is easy to navigate and the reports are very helpful. The price is a bit higher than competitors but their customer service was very quick to respond to any questions I had. The platform is useful for keeping up to date with industry news. They also have some resources for financial advisors to use that I have not yet tried. I highly recommend using AdvisorStream. I am able to keep a close eye on what's going on in the market and the reports are very helpful. It has not hurt our…

Pros
  • Easy interface
  • Allows many choices when creating newsletters.
  • This allowed better monitoring opportunities through automation tools sucha s Hootsuite/Buffer & TweetDeck
Cons
  • Nothing