at Financial Technnology Year
Please contact them if you have any questions.
AdvisorStream from AdvisorStream
Digital marketing platform for financial advisors with automated content sharing, email newsletters, and social media integration. Includes licensed content from premium publishers, compliance controls, and engagement analytics.
Product analysis by function
Marketing Automation Systems for Business Development and Marketing
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems
More Business Development and Marketing ...
Lead Management
(6 Yes /6 Known /11 Possible features)
|
Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
AdvisorStream captures leads via embedded subscription and contact forms on landing pages as part of lead generation tools. | |
|
Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
No information available | |
|
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
No information available | |
|
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
No information available | |
|
Duplicate Detection Identifies and manages duplicate lead entries. |
No information available | |
|
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
Enrichment capability inferred—AdvisorStream automatically adds publisher content and likely supplements lead/customer profiles with added data for marketing personalization. | |
|
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
AdvisorStream supports bulk import of client lists and allows export for CRM or compliance needs. | |
|
Number of Leads Supported Maximum volume of leads the system can manage. |
No information available | |
|
Real-Time Lead Notifications Instant alerts when new leads are captured. |
System sends real-time notifications to advisors when a lead engages or interacts with shared content. | |
|
Lead Source Tracking Tracks where and how a lead originated. |
AdvisorStream includes source tracking for leads originating from different campaigns, emails, and social channels. | |
|
Custom Lead Fields Ability to define custom data fields for unique attributes. |
Custom fields available when onboarding clients or leads—referenced in AdvisorStream setup/config documentation. |
Campaign Management
(9 Yes /9 Known /12 Possible features)
|
Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
Advertised as supporting automated campaigns across email, social media, and web. | |
|
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
Email campaigns include dynamic insertion of advisor name, contact details, firm logo, and disclaimers. | |
|
Template Library Ready-made templates for common campaign types. |
Platform comes with content and campaign templates for compliant messaging. | |
|
A/B Testing Ability to test multiple variations of campaign elements. |
No information available | |
|
Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Advisors can schedule campaigns and newsletters in advance. | |
|
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
Drip campaigns (nurture sequences) automated based on engagement history and schedule. | |
|
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
No information available | |
|
Contact List Management Organize and maintain campaign recipient lists. |
Contact management features allow organization of campaign recipient lists. | |
|
Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Platform provides analytics for each campaign, including engagement and delivery data. | |
|
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe and opt-out handling is provided to maintain list hygiene and compliance. | |
|
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
No information available | |
|
Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
Content and campaigns require approval and review, including compliance workflow. |
Email Marketing
(6 Yes /6 Known /10 Possible features)
|
Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
Drag-and-drop WYSIWYG editor for building emails and newsletters. | |
|
Responsive Email Design Templates and previews optimized for mobile and desktop. |
Templates and content are mobile-responsive and previewed for different device types. | |
|
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
System includes deliverability monitoring and tools to improve inbox rates. | |
|
Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Automatic removal of bounced email addresses is standard to keep lists clean. | |
|
Open/Click Tracking Monitor who opens or clicks emails. |
Open/click tracking is included in engagement analytics. | |
|
Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
No information available | |
|
SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
No information available | |
|
Dynamic Content Blocks Conditional display of email sections based on user data. |
No information available | |
|
Send Time Optimization Automatic selection of optimal send times for highest engagement. |
No information available | |
|
Email Previews Preview how email appears across devices and clients. |
Preview features are standard for email campaigns, ensuring display across devices and email clients. |
Workflow & Automation
(1 Yes /1 Known /9 Possible features)
|
Workflow Builder Visual design tool to create and modify automations and sequences. |
No information available | |
|
Conditional Logic Branch automations based on user actions, profile data, or events. |
No information available | |
|
Task Assignment Automatically assigns follow-ups or next actions to team members. |
No information available | |
|
Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
No information available | |
|
External Triggers Initiate automations based on events in other apps (via integration). |
No information available | |
|
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
No information available | |
|
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
No information available | |
|
Error Handling Options to manage failures in automations (e.g., fallback steps). |
No information available | |
|
Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
AdvisorStream offers detailed workflow and campaign analytics to monitor and optimize marketing automations. |
Integration Capabilities
(5 Yes /5 Known /8 Possible features)
|
CRM Integration Native or API connections to customer relationship management platforms. |
Integration is available with several CRMs as per AdvisorStream's partner and integration documentation. | |
|
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
Calendar Integration present as advisors can sync events and reminders with Outlook and Google Calendar. | |
|
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
No information available | |
|
Contact Synchronization Two-way sync with contact books or directories. |
AdvisorStream enables two-way sync with contacts in supported CRMs and email providers. | |
|
API Availability Public or partner APIs to support customization and other integrations. |
Public API access is available for integration with external systems. | |
|
Webhooks Real-time event-driven integrations with external systems. |
No information available | |
|
Zapier/Connector Support Works with integration platforms for non-technical automation. |
Zapier and connector integration are documented for no-code automation. | |
|
Number of Supported Integrations Quantity of third-party tools with available native integrations. |
No information available |
Compliance & Security
(8 Yes /8 Known /9 Possible features)
|
FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
AdvisorStream advertises FINRA/SEC compliance and GDPR tools, including archiving and review processes. | |
|
Role-Based Access Controls Granular controls for user access to features and data. |
Role-based access controls are included, as per compliance documentation for data and feature restrictions. | |
|
Audit Trail Comprehensive log of all changes and user actions. |
Comprehensive audit trails available for all user actions/data changes to support compliance. | |
|
Data Encryption Encryption in transit and at rest for all sensitive data. |
Data is encrypted at rest and in transit as per platform security statements. | |
|
User Authentication Multi-factor authentication and secure login options. |
Multi-factor authentication and secure login options are included. | |
|
Data Retention Policies Controls over how long data is stored or archived. |
Data retention policies can be configured for archiving and regulatory purposes. | |
|
Secure Data Export Options for encrypted download of client or marketing data. |
Encrypted secure data export is available for compliance reviews. | |
|
Consent Management Tools to track and manage user marketing preferences and consent. |
Consent management tools and opt-in tracking are present to assist with GDPR/CCPA compliance. | |
|
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
No information available |
Analytics & Reporting
(5 Yes /5 Known /9 Possible features)
|
Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
Dashboards are customizable for advisors to view prioritized KPIs and engagement results. | |
|
Real-Time Analytics Live reporting on activities, leads, and campaigns. |
No information available | |
|
Attribution Reporting Tracks which touchpoints drive conversions. |
System tracks content engagement and includes reporting to help with marketing attribution. | |
|
Funnel Analysis Visualizes where leads drop off and progress through stages. |
Funnels and lead journeys are visualized to show drop-off and engagement stages. | |
|
ROI Calculation Shows financial return for each campaign and channel. |
ROI analytics and attribution are provided in campaign performance and dashboard modules. | |
|
Scheduled Report Delivery Automated distribution of reports to stakeholders. |
No information available | |
|
Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Campaign analytics and reports can be exported in various formats. | |
|
Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
No information available | |
|
Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
Client Engagement Tracking
(3 Yes /3 Known /7 Possible features)
|
Interaction History Chronological log of all communications and meetings. |
Platform logs all content shares, emails, and campaign touches by client/contact. | |
|
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Includes website engagement tracking such as views, clicks, and content reads. | |
|
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
No information available | |
|
Survey/Feedback Tools Collects client satisfaction or NPS scores. |
No information available | |
|
Document Engagement Analytics Tracks when client-facing documents are opened or read. |
Reports detail opens/views of shared articles and documents. | |
|
Communication Frequency Analytics Monitors how often clients are contacted. |
No information available | |
|
Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
Content Management
(6 Yes /6 Known /7 Possible features)
|
Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Has a centralized content library with extensive licensed and approved materials. | |
|
Version Control Tracks changes and access to documents over time. |
Versioning for documents and disclosures to ensure compliance auditing. | |
|
Approval Workflows Content must be reviewed/approved before use. |
Content approval is part of workflow—no content is distributed without compliance review. | |
|
Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
All content in the library is searchable and organized by category/tags. | |
|
Personalized Content Distribution Delivers specific content to target segments or individuals. |
Personalized content recommendations and curated distributions based on client profiles. | |
|
Integration with Client Portals Ability to publish or share content directly to portals. |
No information available | |
|
Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
Automatic removal/archiving of expired or outdated content available in platform settings. |
User Experience & Accessibility
(2 Yes /2 Known /7 Possible features)
|
Mobile App Availability Is there a native mobile application for advisers and/or clients? |
No information available | |
|
Browser Compatibility Works on all major browsers without loss of functionality. |
AdvisorStream is web-based and compatible with all major browsers per technical requirements. | |
|
Customizable User Interface Users can adapt layout, dashboards, and key settings. |
No information available | |
|
Accessibility Compliance Supports standards for screen readers and accessible navigation. |
No information available | |
|
Multi-Language Support User interface and communications available in various languages. |
No information available | |
|
User Training Resources Guides, videos, or embedded help for staff onboarding. |
AdvisorStream provides help resources, videos, and guides for onboarding. | |
|
System Uptime Average percentage of time system is available during a year. |
No information available |
Scalability & Performance
(2 Yes /2 Known /7 Possible features)
|
Concurrent User Capacity Maximum number of users that can be active at the same time. |
No information available | |
|
Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
Supports bulk imports, batch actions, and distribution to large lists. | |
|
Cloud Hosting Is the platform hosted in a scalable cloud environment? |
AdvisorStream is a cloud-based SaaS platform by design. | |
|
Performance SLAs Documented guarantees on speed and reliability. |
No information available | |
|
Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
No information available | |
|
Data Storage Limit Maximum size of data that can be stored. |
No information available | |
|
API Call Rate Limit Maximum API calls supported per second/minute. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.