Advisorstream

Digital Marketing for Financial Advisers

Get More Clients Without the Extra Workload

AdvisorStream is the highest-rated adviser marketing platform that drives growth through highly engaging communications.

Spark Conversations with Content Investors Love

Generate leads and conversations by sharing highly-engaging content licensed from the world’s biggest publishers, including: the FT, The Guardian, The Independent, The Economist, BBC News, Bloomberg, Forbes and many more.

AdvisorStream is a complete marketing solution for advisers and firms that includes

AdvisorStream includes:

  • Fully automated marketing solution that sparks meaningful conversations
  • Social media posting on Twitter, LinkedIn and Facebook
  • Weekly email communications to prospects and clients done for you
  • Fresh content posted to your website/blog
  • Targeted email system to engage and convert prospects into clients
  • Licensed content from the world’s biggest and most trusted publishers
  • Heroic support, training, and strategy sessions to drive results

        About the Integration

        • Contact Sync
        • AdvisorStream will pull contacts from the intelliflo office platform as individual contacts. The sync will also create a default contact list in AdvisorStream called “Intelliflo Contacts” where those contacts will appear by default.
        • Lead Sync – The Organic leads generated from the AdvisorStream platform via the organic opt-in form are pushed back to intelliflo as a lead in the “Leads” section of intelliflo. Leads created in intelliflo will sync to AdvisorStream for engagement.
        • Market Preferences – AdvisorStream will sync the email preferences to adhere to regulatory and anti-spam laws.
        • Client Actions – Reports One click “Client Action” feature to take you to the AdvisorStream marketing metrics like opens, views, what content a client has read, and if they have forwarded along any content to others. 
        • Client Actions – Insights One click “Client Action” feature to take you to the AdvisorStream contact record’ “Client Consumption Profile” showing you the topics that are most resonating with the client and the content that is recommended for them.