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Compliant News Stream And
Social Media Dashboard For RIAs

  • Makes social networking about wealth management topics easy for RIAs

  • Pre-written status updates about financial strategies that you can personalize and send to your social networks

  • FINRA-reviewed articles and videos about investing, tax, and risk management topics

  • Simple social media dashboard

  • Panic Protection: Content whenever the S&P 500 drops 10% or more to support RIAs

  • Easy to add to any website

  • Integrated with social media archiving.

For assistance, please call our sales group at (888) 274-5755 x224.

Yearly licenses only.

Pricing is $1337 per year per license with a one time $300.00 account setup fee.

If you need assistance please call our Sales group at (888) 274-5755


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