Broadridge Advisor (AdvisorStream)
AutomatedMarketing and websites platform for financial advisors offering digital marketing, content automation, and advisor websites.
Broadridge Advisor (AdvisorStream) has 7 plans: paid plans from $75/month and custom pricing for larger teams. We last read its pricing page on 18 September 2026. We have not recorded a price change.
Broadridge Advisor (AdvisorStream) plans and prices
Bundled Essentials
monthly$225/mo
- Bundled (Website + Digital Marketing) — 15% off
- Professional modern website
- Financial literacy content
- Flexible marketing automation
- Market updates and insights
- Social and email marketing
- eCards
Bundled Growth
monthly$400/mo
- 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
Show all 9 featuresShow fewer
- Branded ads
Enterprise
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
- Multi-factor authentication (MFA)
Show all 11 featuresShow fewer
- Enterprise analytic dashboards
- Individual or firm-level reporting
- Named account manager
Digital Marketing Essentials
monthly$175/mo
- Financial educational content
- Market updates and insights
- Social and email marketing
- Flexible marketing automation
- eCards
Digital Marketing Growth
monthly$235/mo
- 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
- Easy site builder
- Financial education content
- Mobile optimized layouts
- SEO-enabled tools
Advisor Websites Growth
monthly$215/mo
- Everything in Essentials
- Local business listings
- Branded search ads
- Re-targeting ads
Price history
Last 1 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Enterprise | Reclassified | — | — | — |
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