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