Each week AdvisorStream will curate a suggested newsletter filled with the most timely and premium content for you to send out to your clients and prospects. A preview of your newsletter will be sent to your email and distributed to your AdvisorStream Outbox on Wednesday for you to review. Then, AdvisorStream will send out the newsletter for you depending on the level of automation you have selected.
If you are on full-automation, the newsletter will be automatically sent out on Friday for you without you having to do any work.
If you are on semi-automation, the newsletter will only go out for you if you click the "approve" button that is found in your email preview notification, AdvisorStream Outbox, or in the newsletter builder.
If you are on no automation, the newsletter will require you to send out by yourself.
If you are on a compliance workflow, your newsletter will go to your compliance team for review before being sent to you for edits or approval.
Once you have made edits, you will have to submit those edits for review before approving the newsletter to go out.