Create and share a video with Video Studio

Use AdvisorStream Video Studio to record a video with a script, add your branding, and share it with clients and prospects.

Before you begin: Have your script, contact details, and applicable disclaimer ready. Available scripts, settings, and sharing workflows depend on your firm’s permissions and compliance requirements.

Open Video Studio

Select Video to open the Video Studio dashboard.

Start a video

Select Create a New Video on the dashboard, or select Record Video beside an existing script.

Create a New Video opens the video creation workspace.

Need your own script? See the companion article “Create and manage custom scripts in Video Studio.”

Set up your video

In the Video Setup panel, choose a script and template. Review the video settings and branding before recording.

The video workspace includes a preview, recording controls, and the Video Setup panel.

Video Setup tabs: Add Script, Templates, Video Settings, and Add Branding.

Video settings: Add a thumbnail image and adjust the volume.
Branding: Check your logo and colors. If you have a default profile, branding fields are filled in automatically.
Contact details: Check your name, company, phone number, email, and website.
Disclaimer: Enter the applicable disclaimer text.

Preview the template slides to check how your information appears. To hide an item, clear all text from its field.

Note: Manual branding changes apply only to this video; they do not change your default profile. Available options depend on your administrator permissions.

Tip: If entering manual branding, enter all fields needed. Use the color picker or enter RGB, Hex or HSL values.

Record your video

Select the red Record Video button to open the recording window.

1. Adjust the script speed, font size, and position. Use Practice to rehearse before recording.

2. Check your camera or screen-sharing selection, background effects, audio and video settings, and output format.

3. Select Record. When finished, select Stop Recording, then Use Recording to add the clip to your video.

Use the script controls to rehearse, then record your video.

Tip: The Use Recording button may take 4–5 seconds to become available. Selecting it saves the recording and returns you to the recording page.

Note: Your AdvisorStream session stays active while you record or re-record a video. You can proceed to preview without signing in once more.

Review and complete your video

Watch the preview and check your recording, branding, contact details, and disclaimer. The preview may take approximately 30–60 seconds to load.

Important: Finalized videos cannot be edited. Make any changes before selecting Complete Video.

1. When ready, select Complete Video at the top of the preview page.

2. On the transcript page, select Save.

3. Use the pop-up prompt to return to the main video dashboard.

Processing may take approximately 2–3 minutes.

Tip: Transcripts convert your video’s audio into searchable, accessible text. They help more people engage with your content, improve discoverability,

Share your video

After the video is complete, use the sharing options available in your account. Supported channels include email, LinkedIn, X, Instagram, and Facebook.

Navigate to the Video Studio Tab:

You will see all recorded videos on the main page.
Select your Video and click on the 3 dots shown.

Select the method in which you would like to distribute your video and follow the prompts provided.

Note: Sharing to Social and Websites will follow the normal social media sharing workflow. Sharing by email will populate the direct email an article workflow.

Viewing the Outbox

Depending on your organization’s setup, shared videos appear in the Outbox or enter your organization’s compliance workflow.

When you share a video through Direct Email, the video and transcript will appear directly in your Outbox. You’ll also continue to see open views and email reporting.
When you share a video through Social and Website, the video and transcript will appear directly in your outbox.

Additional video settings

Profile updates: Updates to your default profile carry over to video branding. Manual overrides remain specific to the video.
Brand colors: Use the color picker or enter RGB, hex, or HSL values, where permitted.
Upload errors: If an upload is invalid, an error message appears.

Create and manage custom scripts in Video Studio

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