EMPOWERING ADVICE THROUGH TECHNOLOGY

KEY INFORMATION

Website: www.advisorstream.com

LinkedIn: www.linkedin.com/company/advisorstream

Twitter: @advisorstream

Tel: 0808 271 1560

KEY STATS

HQ: New York, USA

Founded: 2012

Product Demo’d: Digital Client Engagement tool

Presenter(s): Karim Rashwan, Managing Director

About the Demo:

AdvisorStream is the leading automated marketing solution which ensures advisors drive client and prospect engagement through premium curated content from the world’s leading publishers. The Solution provides the most advanced client and prospect experience, ensuring advisors grow their practices, while meeting all regulatory requirements. AdvisorStream is the first turnkey marketing solution that acts as a full marketing agency for an advisor, freeing them up to close opportunities captured across all digital channels.