Compliant Social Media Archiving and Supervision for Financial Advisors

Simple Searchable Archives in One Central Location

Facebook Archiving
Twitter Archiving
LinkedIn Archiving

So, the big question is this…

How are financial advisors, who are using social media to attract and retain clients,
do so in a way that helps them get their services and the things they believe in
out into the world and still remain compliant?

You probably know that if you’re using social media and want to be compliant, you need to archive your social media.

The problem is, existing solutions are clunky, outdated and not designed for small firm financial advisors.

If you’ve tried to set up archiving for your firm before I’m sure you’ve experienced this.

It’s time to simplify and automate.

With ComplianceHero, you can archive all your social media into one location, set up automated reviews, and quickly customized exports for your auditor.

Compliant and audit-ready.

So, the big question is this…

How are financial advisors, who are using social media to

attract and retain clients, do so in a way that

helps them get their services and

the things they believe in out into

the world and

still remain compliant?

You probably know that if you’re

using social media and want to be compliant,

you need to archive your social media.

The problem is, existing solutions are clunky,

outdated and not designed for small firm financial advisors.

If you’ve tried to set up archiving for your firm before

I’m sure you’ve experienced this.

It’s time to simplify and automate.

With ComplianceHero,

you can archive all your social media into one location,

set up automated reviews, and

quickly customized exports for your auditor.

Compliant and audit-ready.

Meet ComplianceHero Social Media Archiving

Everything An Advisor Needs for Complete Social Media Compliance

Seamlessly archive your social media in one central location

Whenever a change or update is detected, ComplianceHero automatically archives it for you. Whether it’s posts, status updates, profiles, comments or direct messages it’s all there for you to view in full detail or export.

All historical social activity is automatically archived for you as soon as you connect an account to ComplianceHero.

Ready for internal or external review.

Seamlessly archive your social media in one central location

Whenever a change or update is detected, ComplianceHero automatically archives it for you. Whether it’s posts, status updates, profiles, comments or direct messages it’s all there for you to view in full detail or export.

All historical social activity is automatically archived for you as soon as you connect an account to ComplianceHero.

Ready for internal or external review.

Automatically supervise your social media archives

Define your flag words according to your policies. ComplianceHero automatically searches your archives for these words in the background. If a flag word is detected in your archives, it will be filtered out and prepared for timestamped approval or escalation

Automatically supervise your social media archives

Define your flag words according to your policies. ComplianceHero automatically searches your archives for these words in the background. If a flag word is detected in your archives, it will be filtered out and prepared for approval or escalation.

Audit-ready data exports

Quickly create a customized export to show exactly what you’re auditor wants to see.

100% Free data export. They’re your archives, we will never charge you to export your data.

Audit-ready data exports

Quickly create a customized export to show exactly what you’re auditor wants to see.

100% Free data export.

They’re your archives, we will never charge you to export your data.

Bank Level Encryption

We take security very seriously and only follow best industry standards.

Your data are always encrypted with 256-bit AES technology and SSL.

“With everything in one location, I’m able to quickly find improper language and create audit trails.

Doing this manually, I’d have to first go audit one location, then the next, then another, and then create all the records, adding a lot of friction to my day.

It makes my world a whole lot easier knowing that I’m able to manage my compliance from one location and easily plug a new team member straight into ComplianceHero with the simple user interface.

It’s comforting to know that I have ComplianceHero doing all this heavy lifting for me.”

Chris-Staples-Wealth360-Advisors

Chris Staples | CFP | President of Wealth 360 Advisors.
Past Chair on the Board of Directors Financial Planning Association Georgia.

“With everything in one location, I’m able to quickly find improper language and create audit trails.

Doing this manually, I’d have to first go audit one location, then the next, then another, and then create all the records, adding a lot of friction to my day.

It makes my world a whole lot easier knowing that I’m able to manage my compliance from one location and easily plug a new team member straight into ComplianceHero with the simple user interface.

It’s comforting to know that I have ComplianceHero doing all this heavy lifting for me.”

Chris-Staples-Wealth360-Advisors

Chris Staples | CFP | President of Wealth 360 Advisors.
Past Chair on the Board of Directors Financial Planning Association Georgia.

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