AdvisorStream

I am new to AdvisorStream and Broadridge. This review is for my experience to date with customer service and technical support. I will tell you while the products and solutions have gotten vastly better from years ago, the customer service is LACKING. From the beginning they were very quick to get my payment, but i had to basically beg to anyone to get me up and running and started. Matter of fact I Had no - call no - shows from both Broadridge and AdvisorStream. I had a call finally with AdvisorStream that took me through the start up process, it was a very helpful call. HOWEVER, I have issues, things are not posting or working. No idea why. Here is the issue! There is no one to call. You call the number it takes you through prompts and you ultimately get a message that "due to high calling volumes you have been forwarded to the general voicemail box" Well that happens every time and you remain exceedingly frustrated that you have no help and 1/2 the time you don't get a call back. For a communication company, your communication and service availability is terrible.

I have been using AdvisorStream for a couple of years now and have been very happy with their services.

It's a great way to share timely and relevant information with my clients and prospects on a weekly basis. I really like that I can customize my newsletter and add articles from publications my clients and I would normally have to subscribe and pay for. The daily postings to my LinkedIn profile are an added bonus.

AdvisorStream's customer success manager also works with me to review my newsletter engagement and activity to better serve my clients.

Been working with AdvisorStream coming up on 4 months now, and have been impressed every step of the way! Engagement on my social media pages has increased tremendously, and quality of content is unmatched compared to other services I have used in the past.

Customer service has been top notch. Jamie & Sophiaa even set up a follow up call with me to discuss marketing strategy & implementation.

Would recommend the services to others, and plan to be a customer for years to come!

I been a client of Advisor Stream for nearly 4 years. I use the service both to build my own newsletter, access AS generated newsletters and capture leads for my wealth advisory practice. Utilizing AS has been effective in communicating with clients and prospects. The breadth of content available is outstanding. All of this being said, one of the key benefits is the helpful, proactive support provided to the AS client. 2-3 times a year a call is scheduled by a member of the AS team to speak with me to make sure I am aware of platform features and that I am satisfied that AS is playing its part in growing my business. I recommend any wealth advisor interested in engaging an exceptional web based communication platform, take a close look at Advisor Stream.

Great service! Newsletters are fantastic, engaging, and actually enjoyable to read. The content is not all Industry related, or "over written", They have a ton of content to choose from. The format is also very nice. Advisorstream will also ghost write email/newsletter intro's too. Which is amazing! Their system is very user friendly, and can automatically feed into social media streams, post to your website, etc. The analytics, also very easy to read. Tanya, and Tim from Advisorstream are both incredibly helpful, and actually pick up the phone instead of spending a lot of time going through an automated system. Super friendly people too!

AdvisorStream works really well for us. We’ve been using it for about a year now to send out newsletters to clients and associates. It’s very easy to use and we like the option to customize our communications, but they can be automated too. There is also the option to add our own content, as well as a huge library of published articles to select from. It’s a very useful tool and user friendly.

I use Advisor Stream to manage several social media pages for two companies as well as our weekly newsletter. It has made my job SO much easier! The ease of use of the software, the support when I hit a snag, and the choice of fantastic articles every week makes me feel like I have an assistant (even though I don't). It has really elevated our marketing to a new level and has grown our list. I constantly get feedback from clients and prospective clients that they love the information we send. My favorite is when they contact me to let me know they have a new e-mail address because they don't want to miss a newsletter. Thanks so much, Advisor Stream for making my life easier.