AdvisorStream's solution allows you to define your sphere of control. We understand that you as an advisor only have so much time in your day so, we want to help by finding ways to automate your client communications; but still, provide you with the control of knowing what's being sent.
Our fully-automated service level ensures your newsletter is automatically sent every Friday afternoon, keeping you consistent and ensuring you meet client expectations. This eliminates potentially missing a week which would result in a lack of engagement, fewer client touch points and even disengagement from your clients/prospects. Consistency is key! never miss an opportunity.
For Compliance Workflow Accounts:
This cuts out an entire extra step, saving you time out of your busy work week. Even more so, for those looking to make changes, it allows you to save, submit for review and then your newsletter will go automatically. Otherwise, you'd be required to login back in after receiving your approval and click approve. If you are on a workflow that requires to submit for review first, then we'll take care of those step for you, otherwise you are required to submit for review and approve each week.
Click Here to learn how to set up a fully automated newsletter.