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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
Discover content marketing tools designed to reclaim valuable time in your busy schedule. You can streamline your blog or news feed into real-time email notifications or scheduled digests that arrive daily, weekly, or monthly. Automate the sending of RSS emails through platforms like Salesforce Marketing Cloud, Pardot, or Mailchimp seamlessly. From concert alerts and weather updates to product notifications and competitive analysis, our clients have developed a variety of innovative marketing automation solutions. With StoryPorts Smart Filters, you can effortlessly monitor any digital channel or signal and set up alerts, digests, reminders, and notifications tailored to your specifications. Once configured, these settings work in the background, allowing you to focus on other priorities. Marketing automation can be straightforward and user-friendly. Additionally, Content Radar Approvals provide a way for managers, stakeholders, or legal teams to review and authorize messaging content before it is dispatched. This entire approval mechanism operates automatically, requires no logins, and can be completed with just two clicks from any device, no matter where you are in the world. Embracing these features can significantly enhance your marketing efficiency.
API Access
Has API
API Access
Has API
Integrations
Mailchimp
Sailthru
Salesforce
Salesforce Marketing Cloud
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube
Integrations
Mailchimp
Sailthru
Salesforce
Salesforce Marketing Cloud
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube
Pricing Details
No price information available.
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
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.advisorstream.com
Vendor Details
Company Name
StoryPorts
Founded
2014
Country
United States
Website
storyports.com/marketing-automation
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
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
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