Advisorstream – “Driving growth through client engagement”

About Advisorstream

AdvisorStream is an end-to-end, automated marketing platform, delivering licensed content from The Guardian, The Economist, BBC, The Independent, The Observer, Money Mail, Mail on Sunday, The Evening Standard, Barron’s, Forbes, Reuters, Bloomberg and The Wall Street Journal among others.  The service enables financial advisers and other sales professionals to drive client engagement and build their business.  AdvisorStream launched in North America in 2012 and now delivers marketing content to more than 5,000 advisers and over 250 firms.

Key Info



Twitter: @advisorstream

Tel: 0808 271 1560

Key Stats

HQ: Toronto, Canada

Founded: 2012

Product Demo’d: Digital Client Engagement tool

Presenter: Karim Rashwan, Managing Director

Demo Synopsis:

  • Automated marketing platform, providing advisers with curated content from leading global news sources
  • Provides engaging digital experiences for clients and prospects helping advisers strengthen client relationships and convert leads
  • Fully licensed, allows advisers to co-brand themselves alongside the publisher

Advisorstream “Driving Growth Through Digital Client Engagement” – in their own words:

AdvisorStream is the leading automated marketing solution which ensures advisers 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 advisers grow their practices, while meeting all regulatory requirements. AdvisorStream is the first turnkey marketing solution that acts as a full marketing agency for an adviser, freeing them up to close opportunities captured across all digital channels.

About The Author


I joined FTRC in 2003 as Office Manager which saw me take responsibility for activities which ensured the smooth day-to-day operation of the company as well as providing administration support to other members of the team. Over the years I have progressed to the position of Head of Operations, a varied and challenging role.

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