AdvisorStream
Reviews
Star rating
Rank in Content Curation
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 83.3% |
| Mid-Market | 8.3% |
| Enterprise | 8.3% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|
Satisfaction ratings
What reviewers say
Must have for advisors.
“AdvisorStream offers an easy to use interface, good value for the service provided, and most importantly, adds an additional touch point for your clients to keep you top of mind, with minimal time investment on your part.”
If you don't use AdvisorStream, you are missing out on opportunities.
“Systematically, I am in front of my clients with current relevant information.”
A Stream of good writing, great articles and phenomenal service for Financial Advisors.
“The ability to customize articles for your business without significant effort and high quality. Tim Minert sells the features and gives great ideas. Tanya Madeira is the most hands on, high quality assurer of a good end product. This is actually three things. so I like Tanya Mad”