Acquisition by Broadridge Financial Solutions Broadridge Financial Solutions acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. This acquisition presents an opportunity for cross-selling Broadridge's services to AdvisorStream's existing client base.

Strategic Partnership with NexJ Systems NexJ Systems partnered with AdvisorStream to enhance a product enabling wealth managers to better engage with clients. This strategic partnership offers an opportunity to leverage NexJ's extensive network to introduce AdvisorStream's solutions to a wider audience in the wealth management sector.

Envestnet Collaboration for Envestnet Connect Envestnet | Retirement Solutions partnered with AdvisorStream to build Envestnet Connect, a centralized personal application for achieving financial wellness. This collaboration opens doors for introducing AdvisorStream's platform to Envestnet's clients and facilitates discussions around joint marketing initiatives.

New Feature to Access LinkedIn AdvisorStream launched a feature allowing financial advisors access to their LinkedIn page through its platform. This new feature provides a compelling sales proposition to financial advisors looking to enhance their digital presence and engage with clients more effectively.

Reports Dashboard Launch AdvisorStream launched the Reports Dashboard, offering enhanced analytics capabilities to users. This launch represents an opportunity to engage with prospects interested in advanced data insights and reporting tools, showcasing AdvisorStream's commitment to providing valuable marketing solutions.