AdvisorStream
AI-powered digital marketing and compliance-approved content automation for financial advisors and wealth firms.
Overview
AdvisorStream, an active subsidiary of Broadridge Financial Solutions since its acquisition in June 2021, is a digital marketing automation platform designed for wealth firms, banks, and credit unions. It provides financial advisors with access to a licensed investor-content library from established publishers such as The Wall Street Journal, Forbes, and The New York Times.
The platform leverages AI tools to personalize newsletters, social posts, and client communications, while ensuring all distributed content adheres to regulatory compliance requirements. It aims to streamline marketing efforts, enhance client engagement, and support lead generation for financial professionals.
Key Features
- + Licensed investor-content library
- + Automated newsletter distribution
- + Social media content automation
- + AI-powered personalization
- + Compliance-approved content