AdvisorStream is a unique platform that allows advisors to leverage the world’s best content to create compelling communications that will deepen client relationships and help form new prospect relationships. Each piece of AdvisorStream content is embedded with sharing and auto-generated lead technology. Our proprietary Dossiya technology gives advisors an up-to-date snapshot of their prospects’ interests and needs so they can quickly be converted from prospects to clients.

1. Communication That Drives Your Value

2. AdvisorStream is a unique platform that allows advisors to leverage the world’s best
content to create compelling communications that will deepen client relationships and help
form new prospect relationships.
Each piece of AdvisorStream content is embedded with sharing and auto-generated lead
technology. Our proprietary Dossiya technology gives advisors an up-to-date snapshot of
their prospects’ interests and needs so they can quickly be converted from prospects to
clients.
Content, Communication, Leads
about.
Confidential AdvisorStream Ltd. 2
k

3. 01.Curated
Content
02.Flexible
Communications
03.Revenue
Generation
Fully licensed content from The New
York Times, The Globe and Mail,
Reuters and other world leading
publications
Curated and categorized by industry
experts
Content from the
world’s top sources
Content library makes it easy for
you to create communications
across all channels – newsletters,
email, web posts, and
social media
Reporting gives insight into
recipient behavior, so that you can
refine communication strategies
Reach clients where
and when they want
Each content piece is shareable
among recipients’ networks
New readers invited to opt-in with
name and email address to receive
free premium subscription content
Dossiers on each new prospect
generated: aggregated social media
information, common connections,
interests and life events
Prospecting built into
every content piece
key concepts.
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4. AdvisorStream gives you a
library of content from the
world’s best publishers – like
the New York Times, Reuters,
Globe and Mail
Curated, credible content
builds trust and keeps you top
of mind with clients. When
they share your content warm
leads are generated.
When clients share content
recipients will opt-in, by
providing their name and email
address, on a one time basis.
These leads are added to your
leads dashboard.
• Create custom newsletters,
emails, and web posts
• Send clients information they
want, when they need it, and
through the channels they use
• Clients more likely to share
premium content with their
network
• Deepen relationships though your
client communications
• Demonstrate your value as a
source of relevant insights
• When friends or family need
financial help, you will be top of
mind
• Engaged clients make referrals
• Generate exclusive
Dossiya on prospects:
interests and common
connections, career, and
life milestones
Communicate
Engage
Leads
Engaged clients result in
increased wallet share and
as your leads and prospects
grow, so will your client
base.
• Monitor leads to
identify qualified
prospects
• Communications help
move leads through
your prospect pipeline
Sales
Use premium content to create relevant communication and
generate new prospects.
how it works.

5. 01
02
03
04
Deepen Client
Relationships with
AdvisorStream
plan.
Metrics and Dossiya reports help you
learn about client and prospect needs
and to customize communication that
demonstrates your understand your
client or prospect.
why.
They believe you can help because they
trust you – you have demonstrated your
value with insightful communication.
They will refer you when family or friends
express a need.
when.
People refer when they want to help,
when they can provide a solution for a
friend or family member – motivated by
the needs of others.
who.
On average, only about 25% of advisor
clients provide referrals, although 85%
say they are satisfied with their advisor.
Engaged clients make more referrals.
referrals.
A customized communication
strategy drives your value,
increases client engagement,
and the likelihood that they will
refer you to their family and
friends.

6. A real time summary of your
clients’ or prospects’ interests,
career, demographic stats, and
social media connections.
See all your common connections
and how you can best serve client
and prospect needs at a glance.
Dossiya Report
prospecting.
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7. more
flexible
more
relevant
more
credible
AdvisorStream gives you access to the
world’s top credible sources, filtered by
industry professionals.
Combining firm messaging with the most
reliable sources of commentary in client
communication will differentiate you
from the competition and position you as
a source of thoughtful insights.
Publisher &
Firm Content
Everyone is bombarded by information
today while quality news access is
growing limited and expensive.
Demonstrate your value on a consistent
basis by delivering valued relevant
subscription content to clients and
prospects.
By curating content you show you
understand your clients, deepening
engagement resulting in larger wallet
share, referrals, and new clients.
Curated &
Filtered
On one platform, with one login, you can
create emails, newsletters, web updates,
and social media posts.
AdvisorStream gives you the ability to
include firm content in newsletters, co-
branded with the world’s most credible
respected brands.
Streamlined &
Branded
AdvisorStream saves time and money and allows advisors to
demonstrate their value regularly through thought leadership
benefits.
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8. more
prospects
more
intelligent
more
targeted
AdvisorStream’s content library contains
suggested email and newsletter content
that will help you better appeal to target
client and prospect segments; such as
retirees, small business owners,
professionals.
You can also appeal to clients and
prospects by identifying their personal
interests and content preferences using
our exclusive Dossiya system.
Content can be delivered via email,
newsletter, or web post.
Content &
Channels
Reporting gives you insight into open
rates, and what content is most read and
shared by recipients.
Our exclusive Dossiya system provides
information on clients and new prospects
that you can use to better understand
their interests, priorities, and needs.
Insight &
Reporting
AdvisorStream enables you to send
clients content they want to read and will
want to share, so your prospect base
grows.
The QuickSend email function gives you
a low pressure, engaging way to connect
with prospects without the hard sell.
Leads &
Sales
AdvisorStream allows advisors to generate warm leads by
leveraging their communications strategy
benefits.
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9. Displays all communication and
leads generated
Run Dossiya reports on clients
and leads
Manage lists, view new articles
added to library
Dashboard
interfaces.
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10. With one login, you can:
Create QuickSend emails.
Build custom newsletters that
combine firm content with prestige
articles and videos.
Post website content, and even
create social media posts for
Facebook, Twitter, or LinkedIn
profiles.
See curated selections of
articles/videos.
Doesn’t require strong knowledge of
technology.
Easy To Use –
Advisor Access
interfaces.
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11. Quality Client Experience
(Advisor Branded)
interfaces.
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All content from an email, newsletter, or
website is displayed on a secure page,
with advisor and firm branding.
Recipients not distracted by competitor
advertising and links as they would be on
a traditional news website.
They won't be sidelined by paywalls.
Relevant and engaging content increases
the likelihood clients will share your
communication with their network.
AdvisorStream makes it easy for
recipients to forward each individual
content pieces within their networks.

12. When your clients share content,
recipients are asked to register with
you once, to allow on going access
to subscription content.
Triggers referrals and builds
prospect pipeline.
Provides detailed real time dossiers
on all non-client viewers.
Provides reporting on who opened
each piece of content.
Results Driven
interfaces.
For access to this article and ongoing access to content from
world leading newspapers, at no cost, please provide your
name and email address. You will not be required to provide
this again.
Name:
Email :
Reason:
You have been forwarded this by one of my clients. I provide
my clients with curated access to premium licensed
subscription based content from the Wall Street Journal &
Globe&Mail and other world leading publications. This
content is not intended for non-subscribers.
Ryan@domainagents.com
For access to this article and ongoing access to content from
world leading newspapers, at no cost, please provide your
name and email address. You will not be required to provide
this again.
Name:
Email :
Reason:
You have been forwarded this by one of my clients. I provide
my clients with curated access to premium licensed
subscription based content from the Wall Street Journal &
Globe&Mail and other world leading publications. This
content is not intended for non-subscribers.
Ryan@domainagents.com
Ryan McKegney
Confidential AdvisorStream Ltd. 12

13. Leads are added to the
advisor’s secure network.
AdvisorStream gives advisors
access to an exclusive
dossier on all prospects.
Dossiers can be run on auto-
generated leads as well as
existing clients or leads
identified off-line.
Prospecting Engine
interfaces.
Confidential AdvisorStream Ltd. 13

14. (15 years financial industry
experience)
• Head of project management for
Richardson Partners start-up 2003,
named partner in 2005
• Led team that designed Canada’s
leading email marketing system –
clients - Air Canada, TD Bank
• In 2007, led a start up in Japan,
focused on the online learning
space
Kevin Mulhern
Founder, President
AdvisorStream
(20 years technology industry
experience)
• ThinData Founder, leading email
marketing system sold to
Transcontinental Media in 2002
• Co-founder of Kinetic Café, a
leading business incubator and
accelerator
• Entrepreneur of the year 2011 –
Canadian Association of Business
Incubation
Chris Carder
Co-Founder, Kinetic Café
(Experienced team of strategy,
design, and technology experts)
• Chris Carder - CABI Entrepreneur
of the Year: 2011
• Derek Szeto – founder Red Flag
Deals and Dossiya
• David Dougherty – VP Strategic
Innovation, Trapeze; created
campaigns for RIM, Microsoft,
WIND, VW, and Mitsubishi
Kinetic Café
Strategic Investment Partner
Entrepreneurial and financial industry veterans
the team.
Confidential AdvisorStream Ltd. 14

15. Communication That Drives Your Value
ADDRESS :
1 Yonge Street, 9th Floor
Toronto, ON M5E 1E5
PHONE :
647.230.4614
office. web.
t
F
L
@AdvisorStream
Facebook.com/advisorstream
Lindked.in/kevinmulhern
EMAIL :
Kevin.mulhern@advisorstream.com
W www.AdvisorStream.com
connect.
o
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