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features
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support

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Description

Adviserry turns the newsletters, YouTube channels, and podcasts (soon!) you already follow into a knowledge base your AI can answer from, making expert content finally readable and actionable. Instead of skimming smart takes, saving essays, and forgetting what to do with them on Monday morning, Adviserry reads everything from the experts you follow, syncs it against what you are building, and brings you the specific actions worth taking each morning. Adviserry is the only automated, cross-expert, actionable knowledge base in the world. Where others ask you to find the sources, create notes, or copy&paste text, Adviserry does the heavy lifting for you and turns your knowledge base from a dusty filing cabinet into a panel of expert advisors helping you to move forward. Connect your Gmail inbox, add your favorite YouTube channels, group creators into focused topic panels like Marketing, SaaS, or AI, and upload your own pitch decks, strategy docs, project briefs, market research, or business plans so answers are grounded in your actual situation. Every new newsletter and video is automatically ingested, transcribed, embedded, summarized, and made searchable, with no manual uploads or copy-pasting. Adviserry's MCP allows users to inject trusted expertise directly into their favorite LLM. Want the intelligence of frontier models, guided by the experience of the world's best marketers to develop your GTM plan? Tell Fable or GPT-5.6 to ask your /adviserry Marketing Panel how they'd launch your next product and see how Hormozi, Pete Campbell, and Amanda Natividad would work together to help your product grow. Adviserry's MCP also allows users to easily keep Adviserry's context about your project up-to-date - simply tell your LLM to /adviserry update-user-context.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT Yes 
Claude Yes 
Gmail Yes 
Model Context Protocol (MCP) Yes 
YouTube Yes 

Integrations

ChatGPT No 
Claude No 
Gmail No 
Model Context Protocol (MCP) No 
YouTube No 

Pricing Details

$14.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Adviserry

Country

United States

Website

adviserry.com

Vendor Details

Company Name

Broadridge Financial Solutions

Founded

1987

Country

United States

Website

www.advisorstream.com

Product Features

Product Features

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar No 
Multi-Channel Publishing Yes 
Publish Scheduling Yes 
SEO Management No 
Social Media Management Yes 
Video Management No 

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