AdvisorStream

About AdvisorStream

AdvisorStream is a marketing platform developed by Broadridge Financial Solutions, purpose-built for financial advisors seeking to grow their practice through content-driven client and prospect engagement. The platform enables advisors to deliver personalized, compliant communications by curating and distributing high-quality financial content across digital channels including email, social media, and advisor websites. AdvisorStream helps advisors stay top-of-mind with clients by automating the delivery of relevant news, insights, and educational content tailored to individual investor interests and preferences. The platform is designed to support compliance requirements inherent in the financial services industry, ensuring that all communications meet regulatory standards before distribution. With integrations into common CRM and practice management tools, AdvisorStream streamlines marketing workflows so advisors can focus on client relationships rather than content creation. It is positioned as the highest-rated marketing platform in its category for financial advisors. Broadridge reports over 25,000 active advisor websites hosted on the AdvisorStream platform. Through AiDOOS, financial services firms can accelerate the deployment, customization, and adoption of AdvisorStream by accessing on-demand specialists in financial marketing technology, integration, and compliance configuration — reducing time-to-value and maximizing platform utilization.

Challenges It Solves

Financial advisors struggle to consistently produce and distribute high-quality, relevant content to engage clients and prospects.
Maintaining regulatory compliance across all marketing communications is complex and time-consuming for advisors.
Advisors lack the time and resources to personalize communications at scale for diverse investor audiences.
Staying top-of-mind with clients between meetings is difficult without a systematic, automated marketing approach.

Use Cases

Client Engagement and Retention

Financial advisors use AdvisorStream to automatically deliver personalized, relevant content to existing clients, keeping them informed and engaged between meetings to strengthen relationships and reduce attrition.

Digital Prospecting

Advisors leverage curated content distributed via social media and email to attract new prospects, demonstrating expertise and building credibility with potential clients.

Advisor Website Maintenance

AdvisorStream keeps advisor websites current with fresh, high-quality financial content automatically, reducing the manual effort required to maintain an engaging digital presence.

Compliant Marketing Automation

Broker-dealers and wealth management firms deploy AdvisorStream to ensure all advisor-level marketing communications are automatically checked for regulatory compliance before distribution.

Pricing

Custom pricing — built for your team

AdvisorStream pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS will scope and deliver a free proposal in 24 hours.

Starter Business Enterprise

Schedule a Meeting

💡 Pricing insight from reviewers: AdvisorStream pricing is not publicly listed and is available upon request from Broadridge.

Key Features

Curated Content Library

Access a library of pre-approved, high-quality financial content for distribution to investors.

Personalized Investor Communications

Deliver tailored content to individual clients and prospects based on their interests and preferences.

Marketing Automation

Automate the scheduling and delivery of communications across email, social media, and advisor websites.

Compliance-Ready Distribution

Ensure all advisor communications meet financial services regulatory requirements before delivery.

Advisor Website Content Management

Populate and maintain advisor websites with fresh, relevant financial content automatically.

Social Media Publishing

Distribute compliant content across social media channels to expand advisor reach and visibility.

What Reviewers Say

What works well

Purpose-built for financial advisors with compliance controls tailored to financial services regulatory requirements.
Automates content curation and distribution, saving advisors significant time on marketing activities.
Backed by Broadridge's established infrastructure and recognized with industry awards including WealthTech Americas Awards.

Common concerns

Pricing is not publicly disclosed, making it difficult for smaller advisory practices to evaluate cost without engaging sales.
As part of the broader Broadridge ecosystem, the platform may be most beneficial to firms already using other Broadridge solutions.

Reviews

💬

No reviews yet for AdvisorStream

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Reviewer Demographics

Top Industries

Enterprise Readiness

Identity & Access

SSO✗ Not supported

RBAC✗

Audit Logs✗

Data Security

At restAES-256

In transitTLS 1.2+

Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%

RPO—

RTO—

Pen test—

Compliance & Portability

Data residency—

Data export

Right to erasure✗

Integrations

SF

Salesforce

Sync client and prospect data between AdvisorStream and Salesforce CRM for unified advisor workflows.

Native 2-4 hours ⚡ AiDOOS Pre-wired

RT

Redtail CRM

Connect AdvisorStream with Redtail CRM to align client communications and marketing activities.

Native 2-4 hours ⚡ AiDOOS Pre-wired

WB

Wealthbox

Integrate AdvisorStream with Wealthbox CRM to manage client engagement and marketing automation for advisors.

Native 2-4 hours

LI

LinkedIn

Publish and share curated financial content directly to LinkedIn profiles and pages from AdvisorStream.

Native < 1 hour ⚡ AiDOOS Pre-wired

TW

Twitter / X

Share personalized financial content and advisor communications to Twitter/X through AdvisorStream.

Native < 1 hour

FB

Facebook

Distribute curated financial content to Facebook business pages and profiles via AdvisorStream.

Native < 1 hour

Governance & Compliance

EU AI Act

Classification: None

Data Processing Agreement

None DPA available

Sub-processors

Not disclosed

Right to Erasure

✗ Not supported

Change Notifications

None

NIST AI RMF

Not assessed

AiDOOS Managed Deployment

Deploy AdvisorStream in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12

Deployments

94%

Adoption rate

4.8/5

Post-deploy sat.

2-4 weeks

Time to value

Prerequisites

Active Broadridge / AdvisorStream subscription
CRM account (e.g., Salesforce or Redtail) for integration
Social media business accounts for content publishing
Compliance approval for advisor marketing communications

Configuration Options

Content personalization and branding settings per advisor
CRM integration mapping and sync configuration
Social media channel publishing preferences
Email newsletter template and frequency settings

Often Deployed With

Common Setup Issues (& how AiDOOS handles them)

How AdvisorStream Compares

Product	AI & Analytics	Ease of Use	Enterprise Features	Pricing	Integrations	Mobile Experience	Quick Setup	Customer Support	Rating	Price/mo
A AdvisorStream This product	Good	Excellent	Good	Fair	Good	Good	Excellent	Good	—	$Custom/user
HS Hearsay Systems	Good	Good	Excellent	Fair	Excellent	Excellent	Good	Good	★ None	$None/user
SE Seismic	Excellent	Good	Excellent	Poor	Excellent	Good	Fair	Good	★ None	$None/user
SK Snappy Kraken	Fair	Excellent	Fair	Good	Good	Good	Excellent	Good	★ None	$None/user

Frequently Asked Questions

What is AdvisorStream and who is it designed for?

AdvisorStream is a marketing automation platform built specifically for financial advisors. It enables advisors to engage clients and prospects with personalized, curated financial content via email newsletters, social media, and advisor websites. It is offered by Broadridge Financial Solutions and targets wealth management professionals and broker-dealers.

Does AdvisorStream integrate with CRM platforms like Salesforce or Redtail?

Yes, AdvisorStream supports integrations with popular CRM platforms used by financial advisors, including Salesforce and Redtail CRM, enabling synchronized client data and streamlined marketing workflows. AiDOOS can pre-configure these integrations as part of deployment.

How does AdvisorStream help with compliance in advisor marketing?

AdvisorStream provides pre-approved, compliance-friendly financial content from licensed publishers, helping advisors share investor communications that meet regulatory standards. Content is designed to align with the marketing compliance requirements common in the financial services industry.

Can advisors use AdvisorStream to publish content on social media?

Yes, AdvisorStream supports direct publishing to social media platforms including LinkedIn, Facebook, and Twitter/X. Advisors can schedule and distribute curated financial content to their social profiles from a single platform.

How long does it take to deploy AdvisorStream through AiDOOS?

Through AiDOOS, AdvisorStream can typically be deployed within 72 hours, with full integration support for CRM and social media channels. Time to first value for advisors is generally 2-4 weeks as onboarding, content setup, and CRM sync are completed.

Is AdvisorStream part of the broader Broadridge Wealth Advisor Solutions platform?

Yes, AdvisorStream is part of Broadridge's Advisor Productivity & Investor Solutions suite within the Wealth Advisor Solutions portfolio. Broadridge reports hosting 25,000+ active advisor websites on the AdvisorStream platform.