Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Advisor Promoter is an innovative marketing automation platform designed to assist advisers in establishing connections with both customers and potential clients, fostering meaningful interactions, and ultimately driving business success. Developed by a skilled team of marketing and technology experts with a robust background in creating enterprise-level marketing automation solutions for global markets, Advisor Promoter redefines ease of use while maintaining high functionality. Our system is meticulously crafted to utilize cutting-edge technology, enabling advisers to minimize compliance risks by automating tedious tasks such as the review process. Additionally, it enhances the nurturing of existing relationships through a variety of potent pre-designed campaigns, while also generating new leads through referral initiatives paired with engaging, easily shareable content that can be monitored across various social media platforms. By simplifying the complexities of marketing automation, we empower advisers to focus on what matters most—their clients. Ultimately, Advisor Promoter embodies the essence of making marketing automation accessible and effective for all advisers.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$100 per month
Free Trial
No
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
No
Webinars
Yes
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
Moberate Technologies
Founded
2016
Country
New Zealand
Website
www.advisorpromoter.com
Vendor Details
Company Name
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.advisorstream.com
Product Features
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
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