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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Adviserry turns the newsletters, YouTube channels, and podcasts (soon!) you already follow into a knowledge base your AI can answer from, making expert content finally readable and actionable. Instead of skimming smart takes, saving essays, and forgetting what to do with them on Monday morning, Adviserry reads everything from the experts you follow, syncs it against what you are building, and brings you the specific actions worth taking each morning. Adviserry is the only automated, cross-expert, actionable knowledge base in the world. Where others ask you to find the sources, create notes, or copy&paste text, Adviserry does the heavy lifting for you and turns your knowledge base from a dusty filing cabinet into a panel of expert advisors helping you to move forward. Connect your Gmail inbox, add your favorite YouTube channels, group creators into focused topic panels like Marketing, SaaS, or AI, and upload your own pitch decks, strategy docs, project briefs, market research, or business plans so answers are grounded in your actual situation. Every new newsletter and video is automatically ingested, transcribed, embedded, summarized, and made searchable, with no manual uploads or copy-pasting. Adviserry's MCP allows users to inject trusted expertise directly into their favorite LLM. Want the intelligence of frontier models, guided by the experience of the world's best marketers to develop your GTM plan? Tell Fable or GPT-5.6 to ask your /adviserry Marketing Panel how they'd launch your next product and see how Hormozi, Pete Campbell, and Amanda Natividad would work together to help your product grow. Adviserry's MCP also allows users to easily keep Adviserry's context about your project up-to-date - simply tell your LLM to /adviserry update-user-context.

Description

Build trust with clients, have conversations, educate clients, entertain clients, and grow your practice. AdvisorStream is a digital marketing platform for financial advisors that turns clicks into conversations. AdvisorStream is the most highly rated platform for advisor marketing. AdvisorStream is a favorite among financial professionals. Automate your job. Automate your marketing with powerful automation tools that automate everything, from content creation to distributing newsletters to posting social media. Weekly newsletters ensure that clients are in regular contact. Personal communications keep clients informed and engaged. Relevant multimedia content can be auto-posted to your social media. Keep your blog or website updated with current news content. You have complete control over the automation level. You can measure the return on investment and discover new opportunities to increase your share of the wallet.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ChatGPT
Claude
Gmail
Model Context Protocol (MCP)
YouTube

Integrations

ChatGPT
Claude
Gmail
Model Context Protocol (MCP)
YouTube

Pricing Details

$14.99 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Adviserry

Country

United States

Website

adviserry.com

Vendor Details

Company Name

Broadridge Financial Solutions

Founded

1987

Country

United States

Website

www.advisorstream.com

Product Features

Product 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

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