# 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 --- # 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)[FAQs](#faqs)[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... Our "Best of" badge program showcases products with the highest ratings... 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. [4.6 (2,323)](https://www.capterra.com/p/151962/SEMrush/reviews/) Starting Price CA$175 Flat Rate, Per Month Starting Price $139.95 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (77) Ease Of Use 4.3 (1,855) Value For Money 4.6 (70) Value For Money 4.2 (1,658) Customer Service 4.6 (71) Customer Service 4.4 (1,499) ## AdvisorStream alternatives [Jasper](https://www.capterra.com/p/217242/Jasper/) [4.8 (1,855)](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 [Levitate](https://www.capterra.com/p/211147/Levitate/) [4.8 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) Starting price $349.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Interacty](https://www.capterra.com/p/209461/Interacty/) [4.7 (153)](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 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 [View all alternatives](https://www.capterra.com/p/207060/AdvisorStream/alternatives/) ## FAQs about AdvisorStream Overview ### What problems does AdvisorStream solve? AdvisorStream solves inconsistent client communication, time-consuming content curation, and compliance bottlenecks by automating personalized newsletters, social posts, and article distribution with engagement tracking. Financial advisors, wealth managers, and small advisory teams use it to stay top of mind, identify client interests, and reduce manual marketing effort. Answer based on 47 reviews Overview ### Which roles and teams benefit most from AdvisorStream? AdvisorStream is most used by financial advisors, wealth managers, and financial planners who need to share timely market content, nurture client relationships, and support prospecting. Firm owners, presidents, and COOs use it to standardize communication, while assistants, administrators, and client relationship teams help manage campaigns, distribution, and ongoing engagement. Answer based on 77 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and specific industries is AdvisorStream built for? AdvisorStream is designed for financial professionals, broker-dealers, FMOs, and RIAs in the financial services sector. It is suited to organizations that need content curation, content libraries, landing pages, weekly newsletters, and compliance tools, rather than a specific company size such as small business or enterprise. Features and Usability ### What are the key features of AdvisorStream? AdvisorStream includes core marketing features like audience targeting, campaign management, multi-channel campaigns, and publish scheduling. Reviewers most often highlight curated articles, automated newsletters, social media posting, client communication, and reader analytics for tracking engagement, plus content management and contact grouping for targeted outreach. Answer based on 32 reviews Integrations ### Which third-party tools and platforms does AdvisorStream integrate with? AdvisorStream integrates with Redtail CRM, Salesforce Platform, Wealthbox, and Zapier. These catalog integrations cover CRM and workflow automation use cases, giving teams options for client data management and app connectivity through supported third-party platforms. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does AdvisorStream offer? AdvisorStream provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos offer self-paced reference material for setup and product learning. Answer based on 5 reviews Getting Started and Support ### What customer support options does AdvisorStream offer, and how do users rate the experience? AdvisorStream offers email/help desk, a knowledge base, and phone support. Users often describe support as helpful, friendly, and very responsive, with solid onboarding and quick issue resolution. Some mention early setup challenges or occasional lack of response, but overall sentiment points to accessible service and dependable ongoing assistance. Answer based on 22 reviews Features and Usability ### How good are the articles in AdvisorStream? AdvisorStream provides timely, professional articles that help advisors keep client communications active with less manual content work. Many financial advisors like the curated library, personalization, and compliance-ready options, though some teams want better search, more topic coverage, and less US-focused or overly direct wording in certain article drafts. Answer based on 25 reviews Features and Usability ### How well does AdvisorStream handle newsletters? AdvisorStream makes recurring newsletters easy to schedule, personalize, and track, which helps advisors stay in regular contact with clients and prospects. Many users like the writing quality, client engagement insights, and professional layout, while some teams mention editing quirks, formatting issues, archive confusion, and limits around customization or list handling. Answer based on 23 reviews ## 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Jasper vs AdvisorStream](https://www.capterra.com/compare/207060-217242/AdvisorStream-vs-Jasper)