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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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Additional Requirements
Requires subscription to Broadridge's AdvisorStream digital marketing platform.

App Details

Version
Broadridge AdvisorStream/1.5 1.5.0
Listed On
01/30/2024
Latest Release
05/21/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/30/2024

Additional Details

AdvisorStream is an AI-powered digital marketing platform that helps Financial Advisors drive growth without adding to their workload. By combining powerful marketing automation with highly-engaging content licensed from the world's biggest publishers, AdvisorStream helps Advisors: ✔️ Drive measurable growth by providing a highly-captivating investor experience ✔️ Attract and convert leads with timely, investor-focused communications ✔️ Spark action with daily updated content on financial topics and trends ✔️ Save time with automation that keeps your marketing fresh ✔️ Uncover revenue opportunities with AI-powered insights on client interests ✔️ Done for you marketing across social media, email client newsletters and more Learn more at https://www.advisorstream.com

Need help?

Broadridge Financial Solutions, Inc.

Lake Success, NY, USA

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