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What is StoryPorts?

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.

Media

Media

Integrations Supported

Mailchimp
Sailthru
Salesforce
Salesforce Agentforce Marketing
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online 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 Curation

Not specified

Content Marketing

Not specified

Email Template Design

Not specified

Categories and Features

Content Curation

Not specified

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Multi-Channel Publishing
Publish Scheduling
Social Media Management

Wealth Management

Not specified

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