# Page 3 | AdvisorStream Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 --- 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/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of AdvisorStream ## Showing most helpful reviews Showing 51-75 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use WB William B. Advisor Financial Services Used the software for: 6-12 months ### "AdvisorStream review" October 26, 2020 4.0 Its been good thus far. Really don't have any complaints Pros Very easy to use and to setup. Really quick learning curve Cons I wish that some of the functionality was a bit better....especially when it comes to scheduling Reason for choosing AdvisorStream I chose based on the advice of colleagues Review Source TB Tara B. Executive Assistant Financial Services Used the software for: 6-12 months ### "Advisorstream" February 11, 2021 5.0 Team set up was fabulous, customer service is helpful Pros Seem less set up, weekly curated newsletter fabulous Cons The initial set up of the profile was a little tricky at first, but the team was able to help out and by the time i had a second advisor sign up i had no issues get it up and running quickly Review Source JS Jeremiah S. Financial Planner Financial Services Used the software for: 1-2 years ### "Like having a virtual Marketing Assistant" February 17, 2021 5.0 Overall I like the content and product features. Pros I have received positive feedback from clients and contacts that get my email newsletter and seem to have a good portion of them opening the articles. I also get clicks on social media and occasional comments from post. The email newsletter and social media post are all automated, so it requires no work on my end. Cons I have used it on auto-pilot so far, so I have no real complaints or issues with the platform. Review Source KR Kevin R. President Financial Services Used the software for: 2+ years ### "Excellent Tool with Excellent Service" February 11, 2021 5.0 Fantastic. From initial deployment to the present, I've had great service and communication with any support issues or questions that have arisen. Pros It's simple with options to fully customize and micro-manage, or fully automate the service. Cons Rarely, there are typos in the newsletter. Review Source AK Angie K. Financial Services Proofessional Financial Services Used the software for: 6-12 months ### "AdvisorStream" November 3, 2020 5.0 The platform is simple, requires no maintenance, and is super simple. Pros AdvisorStream allows me to focus time on meeting with clients and working on their plans. Cons Every once in a while I don't love an article. Review Source Jeff G. Owner Financial Services Used the software for: Less than 6 months ### "Great Add On to Our Marketing" February 19, 2021 5.0 This has been a great add on to our marketing. Documented results from AdvisorStream. Helpful onboarding. Easy to use. Great content. Pros easy to "drip" information out to clients and prospects and the more you use the system as a tool, the more it can do. I like the ability to communicate to so many clients weekly in a compliant manner. We have received a lot of positive feedback from clients. Software has enabled us to schedule more meetings and we are always "top of mind" Cons I don't have any cons. Strongly endorse. Review Source SS Sheri S. Client Relationship Manager Financial Services Used the software for: 6-12 months ### "AdvisorStream Is a great tool to keep up with our clients" February 23, 2021 5.0 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. Reason for choosing AdvisorStream AdvisorStream had a great reputation. Review Source SS Steven S. Advisor Financial Services Used the software for: 6-12 months ### "Excellent Product" October 20, 2020 4.0 Pros I love that all of the articles it adds to my social media and website are already approved and I don't have to do anything to change them. This cuts back tremendously on my time spent trying to get compliance to approve something before I can share it. Really makes my job that much easier. Cons 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. It could be a little clearer showing what socials are turned on and if they are working properly. Review Source JM Jason M. Financial Advisor Financial Services Used the software for: 2+ years ### "AdvisorStream and Me" October 20, 2020 4.0 Great product and great service. Pros The fact that it is automatic each Friday and the articles are current and well written. Cons Easy to integrate into my practice. Need more training to help interpret when clients respond. Review Source RB Ryan B. Wealth Advisor Financial Services Used the software for: Less than 6 months ### "So far, so good!" October 29, 2020 4.0 Pros Have just started using the AdvisorStream service and have been very happy with the automated social media posts & weekly email to clients & prospects. Have to start leveraging the data more in the future, but have been happy thus with the onboarding, initial setup and automating the tasks to leverage the social media marketing space. Cons Trying to figure out how to build & send an email from scratch to my clients. Reason for choosing AdvisorStream Canadian-Based - bring relevant Canadian information to my clients. Review Source DF David F. Financial Advisor Financial Services Used the software for: 2+ years ### "Need help /have questions " February 19, 2021 5.0 Very pleased Pros I need to speak with someone about the software and other options. Very pleased. Need to expand functionality. Cons Business owner newsletter a bit confusing. Review Source MS Michael S. Executive director Financial Services Used the software for: 1-2 years ### "Awesome value" October 23, 2020 5.0 Consistent client communication is realized thanks to you Pros the auto emails, the curated content, the little blurbs from "me", the consistency Cons Could be easier to use, with email opt ins and things like mailchimp. Email integrations and export/import could be easier. Review Source GS Gregory S. Managing Director Financial Services Used the software for: 6-12 months ### "Outstanding Product for the Demands of Today's Advisors" February 23, 2021 5.0 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 DK Derek K. Financial Planner Financial Services Used the software for: Less than 6 months ### "Great service and excellent customer service!" October 22, 2020 5.0 It has been a great experience with a really good system and ongoing support. Pros I really liked how user friendly the software is. The process to get started was really simple and straight forward and ongoing use is really streamlined. The articles provided to clients are very timely and impactful. Cons I cannot think of any aspects that I am not happy with. Review Source LK Lisa K. President Financial Services Used the software for: Less than 6 months ### "A Great Tool to Systematize Your Social Media and Client Communications" February 16, 2021 5.0 Really enjoying and looking forward to maximizing! Pros The access to articles that are normally behind a paywall. The systematic nature of how it works to keep me on track. Cons Can be relentless in sending suggested social media shares and newsletters. You have to make it part of your day and week. Reason for choosing AdvisorStream SEI, my custodian, recommended. Review Source KP Katherine P. Financial Advisor Financial Services Used the software for: 1-2 years ### "Advisor Stream" October 29, 2020 5.0 Pros Easy to create different lists and target strategies; auto-send is also very good. Cons Editing a customized intro, and then uploading is cumbersome. Review Source BS Brent S. Advisor Financial Services Used the software for: 6-12 months ### "Great service!" October 26, 2020 5.0 Great value add to the services we provide our clients! Pros Easy to use and delivers real content that our clients have raved about! It is a great service and we will continue to use it for a long time Cons We don't have any negatives about the service, all aspects have exceeded our expectations Review Source BM Brenda M. IA Financial Services Used the software for: 1-2 years ### "Great product" February 16, 2021 5.0 Pros Easy to use and weekly final product looks great Cons at this point, I don't have any complaints. Works as it should Review Source TL Tony L. Founder Financial Services Used the software for: Less than 6 months ### "AdvisorStream" November 4, 2020 5.0 Great for regular contact with clients Pros Ease and simple to implement with the help of the onboarding. \[SENSITIVE CONTENT HIDDEN\] a great account rep that responds quickly to questions. Cons Only better AI but will come with advance technology Review Source PV Phil V. Wealth Protection Specialist Insurance Used the software for: I used a free trial ### "Using AdvisorStream" February 16, 2021 5.0 Getting the message out there to my clients and connections. Simple and easy to use and the software does most of the work for me. Pros Communicating daily with my connections on LinkedIn. Cons Nothing that I don't like about the software. Review Source SL Scott L. Wealth Advisor Financial Services Used the software for: 6-12 months ### "Great Tool to stay in contact with clients" February 11, 2021 5.0 Pros This program is very easy to use and very comprehensive. It provides a great opportunity to stay in contact with clients and prospects. Cons I do not see any cons so far. Good product. Review Source RM Richard M. President Financial Services Used the software for: Less than 6 months ### "Quality assistance with social media " February 19, 2021 5.0 Pros The program is easy to deploy. So far I’m quite happy with Advisor Stream Cons The ability to customize layout, size and placement of pictures, would be helpful Review Source RM Ryan M. REALTOR® Real Estate Used the software for: Less than 6 months ### "Thank you!" February 11, 2021 5.0 My experience was very positive and I will continue to recommend and use this. Pros I love how I am able to post high quality content to provide value to my clients that is branded to me and makes it easy for people to contact me. This software shows how providing value to people does not necessarily need to be original content, there is no need to reinvent the wheel. Cons I wish the software had more crm functionality and maybe was able to do monthly newsletters. Review Source SB Susan B. Financial Advisor Financial Services Used the software for: 6-12 months ### "Time saving way to connect with clients" February 11, 2021 5.0 Good. Clients actually email me back. Pros They look after it all. The articles, etc. it is also possible to modify the article if you feel there is areas that are sensitive or not suitable for your audience. The fact that they look after ALL of it (esp. compliance) is such a relief as I don't have the time or even the expertise for it. Cons Some articles are too politically sensitive for our demographic and audience. (January 2021) Reason for choosing AdvisorStream n/a Review Source rO rochelle O. Financial Advisor Financial Services Used the software for: Less than 6 months ### "So happy with the software" February 11, 2021 5.0 Very helpful and has more than met my expectations. Pros The reports are very helpful. I have been analyzing the information and it has helped me tweak the information we send out. Cons In the beginning i was a little concerned about the work involved. The staff was very helpful. 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