# AdvisorStream Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is AdvisorStream the right Content Marketing solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice.

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

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AdvisorStream

4.8 (77)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of AdvisorStream

Ease of use

4.6

Customer Service

4.6

## Pros and Cons in Reviews

TS

Tracy S

marketing directorFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years.

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

January 19, 2022

JS

John S

Portfolio ManagerFinancial Services, 51 - 200 employeesUsed the software for: 6-12 months.

“The formatting of the written text is sub-optimal when you're accustomed to using Microsoft Word or other similar software.“

February 16, 2021

HM

Harley M

OwnerFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months.

“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.“

February 24, 2021

SS

Steven S

AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months.

“I would say that it gets a little confusing when trying to make sure all of your social networks and websites are connected to it.“

October 20, 2020

RS

Roy S

OwnerFinancial Services, Self-employedUsed the software for: More than 2 years.

“I can see who viewed which articles which makes it easy to see which topics my clients and prospects are interested in, creating richer conversations. “

February 11, 2021

Paul R

Investment AdvisorFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months.

“Encountered some bugs when copying and pasting some content onto my newsletter.“

October 26, 2020

LM

Lee M

Investment advisorFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months.

“The benefits are in the Branding which gives clients a better sense of security with dealing with a "business" rather than just a sole proprietor that is not so established.“

February 11, 2021

SB

Sarah B

COOFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months.

“I also think that its clunky for scheduling out what I want to be sent.“

February 16, 2021

## Showing most helpful reviews

Showing 1-25 of 77 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Ian B.  
Sales Manager  
Financial Services  
Used the software for: Less than 6 months

### "AdvisorStream: your social media VA"

October 21, 2020

5.0

Pros

Using AdvisorStream allows me to supplement my social media accounts with relevant, factual and industry compliant information that is of value to my clients and potential clients. I am able to target specific types of financial information most appealing to my target audience.

Cons

I would love to be able to use different information/posts for different social media platforms/websites. Right now it is the same post across all platforms.

Review Source

VR

Verified Reviewer  
Financial planner  
Banking  
Used the software for: 2+ years

### "Integration with my current position"

November 2, 2020

5.0

Based on the last couple of years of experience I was able to promote myself and build my brand among the readers and followers.

Pros

Advisor stream was able to make switch and seamless integration from my previous company to my new role. I was able to keep uploaded articles and send newsletter to both old and new lists while the switch.

Cons

The only thing I think Advisor Stream could use for the future is to be able to use more social media platforms such Instagram. Also to use articles and updates from the company where I work now

Switched from

[Hootsuite](https://www.capterra.com/p/121701/HootSuite/)

I switch roles and company where I work for does not work with Hootsuite.

Review Source

AR

Adam R.  
Director & Chartered Financial Planner  
Financial Services  
Used the software for: Less than 6 months

### "A Good way to maintain contact "

October 20, 2020

3.0

generally good. We had some issues at outset and since service started but generally addressed quickly

Pros

a regular communication to keep us in clients minds

Cons

sometimes the communications are irrelevant and the lack of option to reduce the frequency slightly is somewhat frustrating

Review Source

KC

Keith C.  
Financial Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Automated and off of my plate!"

October 26, 2020

5.0

I love it. It keeps me in front of clients and prospects on a weekly basis or more and it has relevant, engaging content that my clients actually take the time to read and enjoy it.

Pros

The posts are engaging and interesting to my clients. I've had a number of clients who have called me to talk about a weekly letter or a social media post that they saw. The best part is that it takes zero time out of my schedule!

Cons

I would say the only downside is getting all of the names into the software. It is just time consuming, but there is no way around it and you have to do that no matter what software you're going to use.

Switched from

[Hearsay Social](https://www.capterra.com/p/124035/Hearsay-Social/)

I do actually still have some posts coming from Hearsay, but everybody uses them and I see a lot of repeat content. Yes, Hearsay is free for us to use and I have to pay for AdvisorStream, but the $100 per month that I pay is worth it.

Review Source

RS

Roy S.  
Owner  
Financial Services  
Used the software for: 2+ years

### "Great Return on My Investment"

February 11, 2021

5.0

They are great. Great product, great customer service. They are also willing to listen to constructive feedback.

Pros

AdvisorStream's automated newsletter service is very easy to use and helps me stay in contact with current clients and reach out to prospects on a regularly scheduled basis. I can see who viewed which articles which makes it easy to see which topics my clients and prospects are interested in, creating richer conversations. I also check AdvisorStream every day as an aggregation of financial planning and social topics. I learn something new several times per month doing this as part of my routine.

Cons

I have been using AdvisorStream for approximately 5 years and I've seen the changes they have gone through. Their first iterations needed improvements, which they made. It took time for me to get the software to operate exactly how I like, but a brand new customer today may not have the same growing pains that I experienced.

Reason for choosing AdvisorStream

These individual marketing consultants charged a lot for customized marketing plans, which I didn't believe could generate a positive ROI. AdvisorStream has been a great investment producing much more in revenue than it costs.

Review Source

WO

William O.  
Business Operations Manager  
Financial Services  
Used the software for: 2+ years

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

July 1, 2022

5.0

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

CC

Cynthia C.  
Marketing Director  
Financial Services  
Used the software for: 2+ years

### "Timely and accurate information for our clients"

February 11, 2021

5.0

Makes it very simple to send a prospect specific articles on a certain topic, wills, estate planning, etc.

Pros

I find working in Advisor Stream very user friendly. When they have updates they tend to be very well structured in that you can still work easily in the program without losing your way.

Cons

When adding a new contact, you enter the persons fn, ln and email and hit save, then it asks you to rank them prospect, client, etc. I feel like that should all be on the same page, not in 2 steps.

Reason for choosing AdvisorStream

Not sure, this was before my time here.

Review Source

MC

Marguerita C.  
CEO  
Financial Services  
Used the software for: 2+ years

### "Great Product, Great Support, Great Value"

February 19, 2021

5.0

I think they provide a great customer experience and excellent product.

Pros

AdvisorStream helps me improve client engagement. AdvisorStream is easy to learn and easy to implement. The customer support team is helpful and accessible.

Cons

I don't really have any complaints. I think they are always adding new content partners

Review Source

CH

Carole H.  
Financial Representative  
Financial Services  
Used the software for: 1-2 years

### "Timely & intelligent conversation"

February 16, 2021

5.0

I appreciate the ease of staying in front of clients and followers with the kind of content that I am proud to share.

Pros

Providing access to high quality articles about timely topics is a huge value! I read every article and approve what is posted for me in social media as well as what I send in my newsletter. I feel that I am providing real value to my clients and followers. Not only that - the professional layout makes me look great!

Cons

I do wish I could change the notes that are available to me to send directly to individuals. My company has locked me out of this ability. At times, the text is not a good fit. I would like to change.

Review Source

Paul R.  
Investment Advisor  
Financial Services  
Used the software for: Less than 6 months

### "AdvisorStream"

October 26, 2020

5.0

Pros

Access to pre-approved compliant articles which are easily shared to my LinkedIn. Able to generate a professional-looking newsletter and easily dispatch it to my clients.

Cons

Encountered some bugs when copying and pasting some content onto my newsletter. A minor inconvenience.

Review Source

BS

Benjamin S.  
COO  
Financial Services  
Used the software for: Less than 6 months

### "AdvisorStream"

October 20, 2020

5.0

Pros

it gives our clients access to paid subscriptions of sources people want to hear from.

Cons

nothing that i can think of at this current moment.

Switched from

[Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)

Was too much time customizing newsletters. Didn't have social media piece that AdvisorSTream has.

Review Source

Response from AdvisorStream

October 21, 2020

Hi Ben, Thanks so much for the kind words!

MB

Marco B.  
Financial Consultant  
Financial Services  
Used the software for: 6-12 months

### "Your NEED this if your are a Financial Professional"

February 13, 2021

5.0

Reaching all of my clients and prospects on a timely and frequent basis.

Pros

Vast variety of articles and videos covering all topics NOT just financial planning but more importantly life planning and coping especially relevant during the COVID pandemic

Cons

Not much - some of the articles sound like they are written by me (client feedback) but then they realize the author is writing in first person. The articles also seems to have US bias at times - I guess more publications are from the US.

Reason for choosing AdvisorStream

Not applicable

Review Source

DC

Darryl C.  
Advisor  
Financial Services  
Used the software for: 1-2 years

### "Pleased With My Results and Value"

February 23, 2021

5.0

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

KS

Kevin S.  
Investment Advisor  
Banking  
Used the software for: 1-2 years

### "Easy to use"

February 23, 2021

4.0

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

JS

John S.  
Portfolio Manager  
Financial Services  
Used the software for: 6-12 months

### "Client Communication Made Easy"

February 16, 2021

4.0

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.

Review Source

MK

Maral K.  
Executive Assistant  
Financial Services  
Used the software for: 1-2 years

### "Impressive"

February 12, 2021

5.0

My experience has been nothing but wonderful. The client success team is always there to help with any questions. Very happy with AdvisorStream.

Pros

User friendly. So many features that have had a great impact on our business. The easy of the AdvisorStream software has cut down time allowing our company to focus on more growth opportunity. Really like being able to upload contacts quickly. The articles are also relatable and current which helps our clients read articles they enjoy.

Cons

There is nothing we don't like about the software.

Review Source

HM

Harley M.  
Owner  
Financial Services  
Used the software for: 6-12 months

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

February 24, 2021

5.0

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

CF

Charles F.  
President/CEO  
Financial Services  
Used the software for: 2+ years

### "Review"

February 17, 2021

5.0

Contact and personal touch with clients on a weekly basis.

Pros

Content and cover letter are excellent.

Cons

There is no real customer service. Often there is no response at all.

Reason for choosing AdvisorStream

Better all around than competition

Review Source

SN

Shirley N.  
Branch Administrator  
Financial Services  
Used the software for: 2+ years

### "Weekly personalized contact with clients"

October 27, 2020

4.0

We find it a great way to keep in touch with clients on a weekly basis

Pros

We like that it is personalized - coming directly from us . Like that we can edit and choose articles that apply

Cons

initial learning curve on editing newsletter

Review Source

MS

Martha S.  
Partner  
Financial Services  
Used the software for: 2+ years

### "Always a Client pleaser"

November 5, 2020

5.0

GREAT- Very responsive!

Pros

it's easy to use and segment target Marketing groups.

Cons

would like some more modification options for target marketing and ability to feed emails to include

Review Source

AS

Angela S.  
Marketing Director  
Financial Services  
Used the software for: 1-2 years

### "Helpful for Newsletters"

February 17, 2021

5.0

Pros

I like that I can select topics that might be interesting to our clients and articles are chosen for me. That saves me a lot of time.

Cons

I have trouble editing my newsletter at times.

Reason for choosing AdvisorStream

It had good reviews from other people in our field.

Review Source

LK

Lex K.  
Financial Services Representative  
Financial Services  
Used the software for: 6-12 months

### "Lex Knapp Review "

October 27, 2020

5.0

My experience with AdvisorStream has been great. The staff is helpful and friendly, and the program works the way I want it to.

Pros

The ability to connect with my clients and prospects on a regular basis with informative and relevant information.

Cons

I sometimes felt the social media posts generated were not always the most intriguing, but that was on a rare occurrence.

Review Source

LS

Lawrence S.  
Founder and Wealth Advisor  
Financial Services  
Used the software for: 1-2 years

### "Great tool!"

October 29, 2020

5.0

Pros

Ease of use and quality and quantity of content!

Cons

That you cannot calendar out your content on their system, you can only put it in a que

Review Source

RR

Russ R.  
CFP  
Financial Services  
Used the software for: 6-12 months

### "Regular client Contact"

February 23, 2021

4.0

Pros

The ease of collecting relevant content and sending it out regularly to the clients is a positive plus with this program.

Cons

The system definitely requires monitoring to ensure the content is not Too American for a Canadian client base.

Review Source

SS

Steve S.  
Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Advisor Stream"

November 2, 2020

5.0

Pros

Super easy to use. Very professional and provides my clients with tons of interesting information. Overall highly recommend

Cons

So far I have not had any major issues at all. Well thought out.

Review Source

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