# AdvisorStream Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about AdvisorStream Software - reviews, pricing plans, popular comparisons to other Content Marketing products and more.

Source: https://www.capterra.com/p/207060/AdvisorStream

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# 

 AdvisorStream Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

AdvisorStream

## What is AdvisorStream?

AdvisorStream is an all-in-one digital marketing platform for financial advisors that drives growth, retention, and engagement by providing everything needed to convert clicks into clients. AdvisorStream saves you time and money by combining the power of marketing automation with content licensed from the world's most trusted publishers, including The Wall Street Journal, Forbes, Barron's, The New York Times, Business Insider, and more.

## What is AdvisorStream used for?

[Content Marketing](https://www.capterra.com/content-marketing-software/)

Top alternative

Featured

Overall rating

Based on 77 user reviews

Reviews sentiment

Positive

99%

Neutral

1%

Negative

0%

Starting price

CA$175

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for AdvisorStream?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.advisorstream.com&name=AdvisorStream)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### AdvisorStream

4.8 (77)

VS.

[4.8 (333)](https://www.capterra.com/p/211147/Levitate/reviews/)

Starting Price

CA$175

Flat Rate, Per Month

Starting Price

$349

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (77)

Ease Of Use

4.8 (1,854)

Value For Money

4.6 (70)

Value For Money

4.6 (1,657)

Customer Service

4.6 (71)

Customer Service

4.9 (1,498)

## AdvisorStream alternatives

[4.6 (2,315)](https://www.capterra.com/p/151962/SEMrush/reviews/)

Starting price

$139.95

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Jasper](https://www.capterra.com/p/217242/Jasper/)

[4.8 (1,854)](https://www.capterra.com/p/217242/Jasper/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/217242/Jasper/)

[Interacty](https://www.capterra.com/p/209461/Interacty/)

[4.7 (150)](https://www.capterra.com/p/209461/Interacty/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/209461/Interacty/)

Highest Rated

[Writesonic](https://www.capterra.com/p/219972/Writesonic/)

[4.8 (2,102)](https://www.capterra.com/p/219972/Writesonic/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/219972/Writesonic/)

[View all alternatives](https://www.capterra.com/p/207060/AdvisorStream/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Conversion Tracking

3.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Publish Scheduling

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Control and schedule the publication of content across various channels

Audience Targeting

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Campaign Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Categorization/Grouping

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Organize and group data or items based on various criteria

Multi-Channel Campaigns

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Allows for businesses to run a variety of different campaigns across different channels

AdvisorStream 6 features

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Organize and group data or items based on various criteria

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Allows for businesses to run a variety of different campaigns across different channels

Control and schedule the publication of content across various channels

Get Advice

We can help you find the software with the features you need.

Features

4.5 (77)

4.5

Based on 77 reviews

## Pricing

Value for money

4.6 (70)

Free Trial

[View pricing plan details](https://www.capterra.com/p/207060/AdvisorStream/pricing/)

Essentials

CA$175.00

Flat Rate,Per Month

Growth

CA$232.00

Flat Rate,Per Month

Value for money

4.6 (70)

4.6

Based on 70 reviews

## Integrations

[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[

Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[

Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (71)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (71)

4.6

Based on 71 reviews

## User reviews

Overall rating

4.8

Based on 77 reviews

Filter by rating

5(62)

4(14)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

WO

William O.

Business Operations Manager

Financial Services

### "Its like having a team of content writers in your office"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

July 1, 2022

Pros

This service is very easy to use, easy to set up and whether you have a team in house or not it is easy to deploy as well. We use AdvisorStream on a very regular basis and literally can measure sales success back to its implementation. In a world where so much information is at your fingertips it is delightful to have a service like AdvisorStream at your fingertips instead of having to sift through and find what is relevant. It is right there at the ready

Cons

I would not say that I like anything the least about this software but rather I would like it if we (internally) could keep up with how robust it is and utilize it more!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TS

Tracy S.

marketing director

Financial Services

### "Handy social/outreach/client touch tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

January 19, 2022

AS allows an easy way to publish current content on my schedule

Pros

The articles are timely & easily searchable. The newsletter feature is handy & can be scheduled to send later.

Cons

They need to improve the ability to do a complete pull of the data sent, who opened, what it was about, etc. Much of this is there but has to be manually pulled from numerous screens.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RE

Rick E.

Advisor

Financial Services

### "Advisor Stream makes Client connection easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 1, 2021

Exceptional connection to my existing clients as well as getting my name out there with the posts on the social media platforms available which greatly expands my reach.

Pros

The software provides an amazing array of article that can be easily (automatically) posted on a schedule that I chose. It has solved my email letter content issues with the many articles that I have to choose from every week.

Cons

I can't think of anything I don't like. It seems to provide all my desired outcomes for a news feed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HM

Harley M.

Owner

Financial Services

### "An easy tool to keep you at the top of your Clients and Prospects minds"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

February 24, 2021

Pros

Our Advisors love the ease of use for the newsletter, we continue to see higher engagements every week when our newsletter reaches their inbox. Being able to see what our clients are interested and use the analytics to target articles they are interested is a huge feature that we can't say enough about.

Cons

Sometimes the auto-posting uses verbiage that is too direct that implies that the Advisor has personally experienced it, we have had to monitor this and adjust the headlines so that it is accurate and doesn't make claims about our team that isn't true.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DC

Darryl C.

Advisor

Financial Services

### "Pleased With My Results and Value"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2021

Very Good!

Pros

I have found the system to be easy to use, the articles are professional and Advisor Stream reaches out regularly. They offer reviews and insight into my response and adoption rates. I have received very positive client feedback.

Cons

I have no issues with the software. The system is intuitive.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GS

Gregory S.

Managing Director

Financial Services

### "Outstanding Product for the Demands of Today's Advisors"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2021

My experience with the AdvisorStream team has been exceptional. They really understand what it takes to break through the noise of mass emails and lift my game.

Pros

Intuitive user interface, unique access to fire-wall-less premiere content for my clients, helpful and knowledgeable customer service to ensure rapid ramp-up. I don't know why every financial advisor isn't using this tool.

Cons

That I wasn't among the first to adopt it ;-)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LM

Larry M.

Advisor / Founder

Financial Services

### "Client Engagement and Credibility"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2021

Great company, high integrity, excellent responsive support!

Pros

Advisor stream brilliantly writes my weekly newsletter in my own words. No kidding. More than once, I've read the opening paragraph and felt like I actually wrote it! Of course, I did not - but my clients, even my own family, think I did. The newsletter is delivered like clockwork every Friday morning. People expect it, count on it, read it, and actually enjoy it. Advisor stream is the foundation of my client engagement. We do lots of other things - I see the "other things" as guerrilla warfare; The newsletter is my solid, relentless, army, my frontal assault.

Cons

Very happy with this software; lots of yet unexplored features, (and I've been using Advisor Stream for nearly 4 years)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SS

Sheri S.

Client Relationship Manager

Financial Services

### "AdvisorStream Is a great tool to keep up with our clients"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2021

The experience has been great. \[SENSITIVE CONTENT HIDDEN\] has been incredible and helped us greatly in the beginning to learn the software. It is a great way to have multiple touches with our clients, especially in light of COVID.

Pros

We were mailing a newsletter out every quarter and it took hours to create, address, stamp and mail. The Advisorstream platform makes it easy for us to create and send a newsletter to our clients every week.

Cons

There have been a few glitches in the software in the begining but now they are all worked out.

Reasons for choosing AdvisorStream

AdvisorStream had a great reputation.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BF

Brian F.

Financial Advisor

Financial Services

### "AdvisorStream is worth it!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2021

Pros

It was very easy to set up! They have someone walk you through the steps to set up your account. You can filter the type of articles that you feel suit your client's needs the best. Those articles and newsletters are e-mailed to you for you to review and approve before they are posted/sent to your selected social platforms and clients. I like how the newsletters are addressed to each client individually, which gives it a personal touch. You are able to go into your account and see which clients are reading the articles and newsletters. This gives you a little bit of information on what your clients may need help with or are interested in, which makes for a great meeting ice breaker with clients and also allows you to direct the meeting in a way that meets your client's needs on a more personal level.

Cons

It's coming up on a year of using this software and I can honestly say that I have yet to find anything that I don't like about it!!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KS

Kevin S.

Investment Advisor

Banking

### "Easy to use"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

February 23, 2021

It is allowing me to get timely information to clients, in a way I couldn't before.

Pros

Very easy to use, fairly easy to customize

Cons

The search engine to find articles to post could be a lot better. It seems to sort by the complete text, rather than any sort of "tags"

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/207060/AdvisorStream/reviews/)

Popular comparisons

[Jasper vs AdvisorStream](https://www.capterra.com/compare/207060-217242/AdvisorStream-vs-Jasper)

[Interacty vs AdvisorStream](https://www.capterra.com/compare/207060-209461/AdvisorStream-vs-Interacty) 

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