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AdvisorStream | Digital Marketing Automation for Financial Advisors

By Broadridge Financial Solutions, Inc.

Advisor marketing made easy with content investors actually enjoy

No Ratings
$15   USD/user/month
Industries
Financial Services
Business Need
Sales
Agent Productivity
Marketing Automation
Requires
Sales Cloud
Compatible With
Sales Cloud
Financial Services Cloud

AdvisorStream is an AI-powered digital marketing platform that helps Financial Advisors drive growth without adding to their workload.

Highlights

See AdvisorStream content that was sent to your clients

Identify the AdvisorStream content that your clients viewed

See AdvisorStream's AI-powered content recommendations and send directly from Salesforce

Synch contacts and campaigns between AdvisorStream and Salesforce

Provider Details

Broadridge Financial Solutions, Inc.
Lake Success, NY, USA
Founded
2007
Website
Phone
+1 800 353 0103

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Pricing Details

Requires AdvisorStream subscription. Enterprise pricing available.

Advisor

$15 USD/user/month

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