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Ratings and Reviews 0 Ratings
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Explore an array of content marketing tools aimed at helping you reclaim precious time in your hectic schedule. You can consolidate your blog or news feed into real-time email alerts or scheduled summaries that can be delivered daily, weekly, or monthly. Through platforms such as Salesforce Marketing Cloud, Pardot, or Mailchimp, the automation of RSS emails can be executed seamlessly. Our clients have crafted a multitude of inventive marketing automation solutions, ranging from concert notifications and weather updates to product alerts and competitive insights. With StoryPorts Smart Filters, monitoring any digital channel or signal becomes effortless, as you can create alerts, summaries, reminders, and notifications according to your preferences. Once you've set up these configurations, they operate silently in the background, freeing you to focus on other essential tasks. The process of marketing automation can be both simple and intuitive. Moreover, Content Radar Approvals offer a convenient way for managers, stakeholders, or legal teams to assess and approve messaging content prior to its distribution. This entire approval system functions automatically, necessitating no logins, and can be executed with just two clicks from any device, regardless of your location. By integrating such features, you can greatly improve your marketing efficiency and effectiveness, making it easier to achieve your goals. Ultimately, these tools not only save time but also enhance the overall quality of your marketing efforts.
What is AdvisorStream?
Establishing trust with clients involves open dialogue, providing education, entertaining them, and expanding your practice. AdvisorStream serves as a digital marketing platform specifically designed for financial advisors, transforming online engagement into meaningful conversations. Renowned for its effectiveness, AdvisorStream stands out as the top-rated choice for advisor marketing among financial experts. By utilizing this platform, advisors can streamline their workload and enhance their marketing efforts through advanced automation tools that handle tasks such as content generation, newsletter distribution, and social media management. Regularly scheduled newsletters keep clients consistently updated, fostering ongoing communication and engagement. Additionally, relevant multimedia content can be automatically shared across social platforms, while your blog or website can remain current with timely news updates. You have the flexibility to adjust the level of automation according to your needs, allowing for precise measurement of return on investment and the potential to uncover new avenues for increasing client engagement and profitability. Ultimately, by leveraging AdvisorStream, financial advisors can focus more on building relationships while the platform manages essential marketing tasks seamlessly.
Integrations Supported
Mailchimp
Sailthru
Salesforce
Salesforce Marketing Cloud
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube
Integrations Supported
Mailchimp
Sailthru
Salesforce
Salesforce Marketing Cloud
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
StoryPorts
Date Founded
2014
Company Location
United States
Company Website
storyports.com/marketing-automation
Company Facts
Organization Name
Broadridge Financial Solutions
Date Founded
1987
Company Location
United States
Company Website
www.advisorstream.com
Categories and Features
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
Email Template Design
A/B Testing
Code From Scratch
Drag & Drop Editing
Image Library
Import HTML Code
Mobile-Friendly / Responsive
Potential Issue Identification
Premade Templates
Proofing
Reporting / Analytics
Text Editor
Theme Editor
Categories and Features
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management