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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.
Description
Capture and effortlessly distribute content across various social and communication channels. Consider Shareist as a secure archive for all your saved materials, including articles, images, videos, documents, products, text notes, tweets, and more. You can utilize the browser extension, our email-to-inbox function, or add directly from our web application to organize your content into projects. Invite other users to collaboratively gather and share articles, documents, images, notes, and products in a private and secure manner. Establish projects and tags to maintain organization and enhance the discoverability of your content. Each project functions independently, ensuring that your content remains distinct and manageable. Share your content on widely used social and communication platforms, or opt for private sharing with selected collaborators in your projects. Analyze which content resonates with your audience to repurpose it effectively, ensuring your internal and social channels remain vibrant. Additionally, effortlessly compile the most engaging posts to create valuable content for platforms like WordPress or Mailchimp, streamlining your publishing process overall. This comprehensive approach allows for greater engagement and interaction with your audience while keeping your content organized and accessible.
API Access
Has API
API Access
Has API
Integrations
Adobe Document Cloud
Amazon
Facebook
Google Chrome
LinkedIn
Mailchimp
Microsoft Excel
Pinterest
Quora
Reddit
Integrations
Adobe Document Cloud
Amazon
Facebook
Google Chrome
LinkedIn
Mailchimp
Microsoft Excel
Pinterest
Quora
Reddit
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9 per month
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
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.advisorstream.com
Vendor Details
Company Name
Shareist
Founded
2011
Country
United States
Website
www.shareist.com
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
