AdvisorStream vs. Totaltrac Comparison


AdvisorStream Broadridge Financial Solutions	Totaltrac	+	+
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About Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience.	About Monitor progress of campaign delivery. Report down to an individual record. Trust but verify that all records are processed and delivered. Coordinate & trigger marketing events to boost response. Build client trust with providing direct access to campaign performance metrics. Plan, communicate and coordinate with your unique community of business partners. Test, track, measure, analyze, optimize. Repeat. Successful campaigns require close communication and coordination between team members, both internal and external. If a campaign issue occurs, having the full data records to reference will improve the effectiveness and timeliness of the response. The faster a problem is identified, the sooner its resolved. Respond quickly and efficiently to ensure the proper response mechanisms, such as staffed call centers or stocked retail outlets. Plan for increased traffic, at precisely the right time. Tighter controls over timing help contribute significantly to marketing and cost optimization.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Money experts looking for content marketing software to gain maximum profit	Audience Marketers and brands seeking a solution to track, analyze and optimize direct marketing performance
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Broadridge Financial Solutions Founded: 1987 United States www.advisorstream.com	Company Information Totaltrac United States www.totaltrac.io
Alternatives Paper.li	Alternatives CrowdRiff
ContentStudio	SproutLoud
MoneyGuide Envestnet	Collab
Scoop.it Scoop.it!	XL.Today
Seeds View All	TechValidate SurveyMonkey View All
Categories Content Curation Content Marketing Wealth Management	Categories Content Marketing
Content Marketing Features Audience Targeting Brand Management Campaign Management Categorization / Grouping Conversion Tracking Distribution Management Editorial Calendar Multi-Channel Publishing Publish Scheduling SEO Management Social Media Management Video Management
Integrations No info available.	Integrations No info available.
Claim AdvisorStream and update features and information Claim AdvisorStream and update features and information	Claim Totaltrac and update features and information Claim Totaltrac and update features and information