AdvisorStream: Product updates, Customer stories, and Insights | 2026 Cuspera

AdvisorStream helped Scott Eckart solve his challenge of sending branded, compliant newsletters to clients. He needed a way to automate communications and provide engaging, relevant content. AdvisorS...tream's platform automated his marketing and made it easy to share content across social media and email. The solution saved him hours of work and improved his brand. Within 6-7 months, he gained 5 new prospects from his social media posts.
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AdvisorStream helps Roy Snarr, a life insurance and annuity professional, communicate with clients. He uses AdvisorStream’s weekly preformatted newsletter to reach clients and prospects. The system a...utomates outreach, saving him time. This builds his credibility and helps him close more business. He reports tangible results since joining in 2017.
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Colin Duncanson needed a way to find new clients and stay relevant without spending hours on newsletters. He used AdvisorStream to automate his marketing tasks. This saved him time and let him focus ...more on his clients. The content from AdvisorStream helped him stand out and keep in touch with clients. His clients liked the newsletters and saw him as more professional. AdvisorStream helped his firm succeed with less effort.
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Ivan Illán used AdvisorStream to improve how he connects with clients. The platform helped him make client engagement easier. It also allowed him to give each client a more personal experience. The s...tory shows how AdvisorStream can help financial advisors work better with their clients.
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Justin Manning is an advisor who wanted to build brand awareness and engage clients. He struggled because he did not have time or resources to create quality materials. He started using AdvisorStream... for its easy-to-use content and automation. The platform helped him share high-quality content daily on social media. He saw more engagement, especially on LinkedIn, and learned what content his network liked. AdvisorStream made it easy for him to grow his brand and connect with clients.
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Pamela Castanon used AdvisorStream to improve her client experience. The platform helped her create a more personalized approach for her clients. This led to real business benefits for her. The case ...highlights how AdvisorStream can make a difference for advisors. No specific numbers or detailed results are mentioned.
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