# AdvisorStream Pricing 2026 | Capterra

> Learn more about AdvisorStream pricing plans including starting price, free versions and trials.

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

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# Pricing for AdvisorStream

[4.8 (77)](https://www.capterra.com/p/207060/AdvisorStream/reviews/)

Write a Review!

## [AdvisorStream](https://www.capterra.com/p/207060/AdvisorStream/) has **2** pricing plans

-   Yes, has free trial
-   No free version

**Credit Card Required:** No

**Discount:** Information not available

### Essentials

CA$175

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Essentials plan includes:

Not available

### Growth

CA$232

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Growth plan includes:

Not available

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## What do others say about [AdvisorStream](https://www.capterra.com/p/207060/AdvisorStream/) pricing?

Pricing RatingN/A

Value For Money[4.6(77)](https://www.capterra.com/p/207060/AdvisorStream/reviews/)

Pros

Cons

[Read All 77 Reviews](https://www.capterra.com/p/207060/AdvisorStream/reviews/)

Read Full Reviews Below

Sarah B.

COO

Financial Services, 1-10 employees

Used the software for: 6-12 months

**

Overall Rating

4.0

**

Ease of Use

3.0

Customer Service

4.0

Features

4.0

Value for Money

4.0

Likelihood to Recommend

80%

8/10

Reviewer Source

Source: Capterra

February 16, 2021

"Automate "

**Overall:** Staying in contract with clients and the forefront of their mind.

**Pros:** I love that this automates news letters and personalizes everything with our name and branding

**Cons:** I dont understand why the newsletter size is so limited. We can only put a tiny fraction of our newsletter list on here. I also think that its clunky for scheduling out what I want to be sent. I also wish there was a way to change it from "I wanted to send you this" to "we wanted to" since we work in a team capacity.

**Reasons for Choosing AdvisorStream:** Not aware of any other products

**Reasons for Switching to AdvisorStream:** Robly isnt automatic

John S.

Portfolio Manager

Financial Services, 51-200 employees

Used the software for: 6-12 months

**

Overall Rating

4.0

**

Ease of Use

4.0

Customer Service

5.0

Features

4.0

Value for Money

5.0

Likelihood to Recommend

100%

10/10

Reviewer Source

Source: Capterra

February 16, 2021

"Client Communication Made Easy"

**Overall:** Having the ability to send timely market updates to my clients enhances my value-added proposition. An informed client experiences less anxiety about their investment portfolio.

**Pros:** What I like most about this software is its ease of use and reader analytics. I also like the ability to access multiple media sources in sending articles to clients.

**Cons:** The formatting of the written text is sub-optimal when you're accustomed to using Microsoft Word or other similar software. Also in the contacts section, there isn't a field to store phone numbers.

**Reasons for Switching to AdvisorStream:** IPC (my sponsoring firm) demonstrated Advisorstream to us. It looked far more comprehensive than the previous service and allowed greater personal customization.

[Read All 77 Reviews](https://www.capterra.com/p/207060/AdvisorStream/reviews/)

## How should I be thinking about software pricing?

[

Be an Informed Buyer: Understanding the True Cost of Business Software

It's not just you-budgeting for business software is complicated. We're here to break it down.

](https://www.capterra.com/resources/business-software-cost/)