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Streamlined Compliance Workflow
Approved
AdvisorStream curates and sends Curated Communication sent Approved Communication distributed
to Head Office for review HO Reviews / Approves / Uploaded to Advisors to send out to clients
Each week AdvisorStream will curate a suggested Once HO has approved the weekly newsletter, a copy Advisors are given the option to send the newsletter to
weekly client communication and send to Head Office will be distributed to the advisor’s AdvisorStream account clients manually, via AdvisorStream’s automation or to
(HO) to review, approve or request adjustments. and a preview will be sent to the advisor’s email. make further adjustments to the pre-approved weekly
newsletter.
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How to Sign In
1
Visit https://my.advisorstream.com/
accounts/login/
2 Fill in your username and password.
3 Click the purple login button.
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Advisor Management
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Advisor Management: How to access your Supervised Users Dashboard
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Advisor Management: Reviewing social media and website
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Advisor Management: Reviewing personal profile and brand profile
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Advisor Management: Reviewing personal profiles – Part 1
1
Click the Personal Profiles tab on
the top purple header
1
2 Click the blue link of the advisor’s
2 name to access their submitted
personal profile form
3 Review the information submitted
– this includes…
- Name
- Title
- Profile picture
3
- Email Address
- Physical Address
- Signature
- Links
- Phone numbers
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Advisor Management: Reviewing personal profiles – Part 2
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Advisor Management: Reviewing brand profiles – Part 1
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Advisor Management: Reviewing brand profiles – Part 2
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Awaiting Review
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Submissions needing your attention will
be listed by most recent.
To review all areas prior to taking action
you can:
1 1 See the name of the advisor
who is awaiting review.
2 View the type of content submission
and where it is being delivered
- Facebook post
- LinkedIn post
2 - Twitter post
- Website post
- Newsletter
3 Date submission was sent for review.
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Awaiting Review – Social Media / Website Submission
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Awaiting Review – Newsletter Submission
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Approve by clicking icon.
Reject by clicking the icon.
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Previously Reviewed
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Advisor View
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Global Approval
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Global Approval – Part 2
Method 2
1 After reading the article click on the
icon with the three horizontal lines.
2
Click Approve article.
3 A green check mark will appear at the
top left corner of the image thumbnail.
This indicates the article is now a part
of the global approval or previously
approved article bank.
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2 Advisors can automatically send globally
approved articles to their social media
accounts and website without having
to go through the compliance process
3 again (only as long as a custom message
is not included). If a custom message is
included the article gets rerouted back
through compliance.
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Global Rejection
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Appendix A – Send Receipts
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Appendix B – List of Notifications
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Publication Powered Content Marketing
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