Broadridge Advisor (AdvisorStream)

Under review· 1

Marketing and websites platform for financial advisors offering digital marketing, content automation, and advisor websites.

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Active plans

Total changes

Last change

Jun 5, 2026

Current pricing

Bundled Essentials

monthly

$225/mo

$225/month

Bundled (Website + Digital Marketing) — 15% off
Professional modern website
Financial literacy content
Flexible marketing automation
Market updates and insights
Social and email marketing

Price history

Last 7 changes

Date	Plan	Change	Old	New	Δ%
Jun 5, 2026	Advisor Websites Growth	new plan	—	$215	—
Jun 5, 2026	Advisor Websites Essentials

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What we know about Broadridge Advisor (AdvisorStream)’s pricing

Volatile

Changes in 12 months

Cadence

Multiple changes per day

Direction

New plan recently added

Category position

—

Not enough peers tracked yet

Bundled Growth

monthly

$400/mo

$400/month

Everything in Essentials
Video Studio
Licensed publisher content
Weekly newsletters done for you
AI-powered marketing
Email nurturing campaigns
Value-based nurturing campaigns
Business listings
Branded ads

Bundled Enterprise

custom

Custom

Everything firms need for growth
Flexible compliance workflows
Legally licensed content
Lead capture and nurturing
Enterprise-level reporting
Firm training and onboarding
Advanced integrations and APIs
MFA
Enterprise analytic dashboards
Named account manager

Digital Marketing Essentials

monthly

$175/mo

$175/month

Financial educational content
Market updates and insights
Social and email marketing
Flexible marketing automation
eCards

Digital Marketing Growth

monthly

$235/mo

$235/month

Everything in Essentials
Licensed publisher content
Weekly newsletters done for you
Video Studio
AI-powered marketing
Email nurturing campaigns
CE courses and credits
Value-based nurturing campaigns

Advisor Websites Essentials

monthly

$75/mo

$75/month

Easy site builder
Financial education content
Mobile optimized layouts
SEO-enabled tools

Advisor Websites Growth

monthly

$215/mo

$215/month

Everything in Essentials
Local business listings
Branded search ads
Re-targeting ads

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