# Why Real Relationships Win

Your clients don’t want an article link — they want a thoughtful check-in.

Levitate empowers you to send personal, one-to-one outreach that inspires real connection (and referrals).

> “Thanks to Levitate, we’re averaging 30+ new referrals every year. That kind of warm outreach builds lasting trust."

Diana Kahn  
Founder, The Financial Pharmacist

[Get a personalized demo now!](https://www.levitate.ai/compare/levitate-vs-advisorstream#compare-cta-form)

## Real Client Wins

85% increase in efficiency

> "Levitate is probably one of the best pieces of Fintech that we have in our stack. It’s right there with our CRM and financial planning software. We couldn’t function these days without it."

Jamie Englebert  
Co-Founder, Englebert Financial Advisers

> "With Levitate, I get content that’s already 95% in our voice. Levitate has helped us communicate more authentically with our clients — and that authenticity is at the heart of everything we do."

Cory M.  
Independent Financial Services Firm, Director of Marketing

A single email about idle cash brought in $6,000

> “A single email about idle cash brought in $6,000 in new assets. And now, client interactions are automated and personal.”

Mary Biggs  
VP Operations & Client Experience, Tota Vita Financial

> "We found the right relationship with Levitate. We thought that FMG Suite was a little too in-depth. We thought Snappy Kraken was a little too commercial. We found the right relationship with Levitate to fit what we were looking for."

Ross C.  
President & Founder, King Tide Advisors

> “One Levitate email campaign brought in over $20,000 in new business.”

Timothy Walt  
Founder, CVW Financial

> "In this business, everything revolves around service. Levitate gives you the tools to personalize and customize interactions, making each client feel like they’re your only client. It’s going to streamline your processes, save you time, and enhance your client communication."

Sean Hollitz  
Founder, BlackDiamond Wealth

## Levitate vs. AdvisorStream:

## Feature Breakdown

| Feature                                      | Levitate                          | AdvisorStream                                               |
|----------------------------------------------|-----------------------------------|------------------------------------------------------------|
| Personalized Email                           | 1:1 emails from your Outlook/Gmail + HTML when needed, average open rates of 74%! | HTML emails sent via AdvisorStream’s server—often land in spam/promotions folders |
| Social Media Content & Scheduling            | Curated posts with scheduling + expert guidance | Licensed articles can be shared socially                        |
| Blog Content & Scheduling                    | AI-assisted blogs tailored to your voice | No original blogs—just shared news content                     |
| Dedicated Success Specialist                  | Marketing help every step of the way to make planning & scheduling easier | Not included                                                |
| Text Messaging                               | Fully compliant, personalized texting | Not included                                                |
| Meeting Booking                               | Branded, calendar-integrated links | Not offered                                                |
| Google Review Management                       | Dashboard for easy review assessments, built-in tracking + reminders | Not included                                                |
| AI Google Review Responses                    | AI auto-generates branded, compliant replies | Not available                                              |
| AI Assistant                                  | Designed to help you quickly find info to reach out easily and personally | No AI support for marketing tasks                           |
| Tagging & Contact Management                  | Tagging, segmentation, ability to sync with Redtail/ Outlook/ Salesforce and more | Very limited contact customization                           |

## Why Levitate Works

#### Personal emails from your inbox, not links sent through a third-party server

[Learn More](https://www.levitate.ai/feature/email-automations)

#### Simple content approval process, written with compliance in mind

[Learn More](https://www.levitate.ai/feature/content)

#### Scaled authenticity with tagging, automations & timely industry-specific templates

[Learn More](https://www.levitate.ai/feature/social-media)

#### Success specialists helping you at every step

[Learn More](https://www.levitate.ai/feature/surveys)

# Ready to go from generic to genuine?