Financial Advisors / Wealth Management

A recent study by Putnam Investments states that the average advisor gained $4.6 million in assets using social media in 2015. Of those who gained assets, 71% were active on a daily basis.



Social Media Marketing & Compliance

With the Social Guardian™ platform, Gremlin Social allows financial advisors to communicate with today’s social consumers through LinkedIn, Facebook, and Twitter while adhering to federal securities laws, including compliance, suitability, and recordkeeping provisions.

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Leverage Social Media marketing by creating compelling content.

Content Libraries

Gremlin Social’s Content Library turns advisors into publishers by giving them the flexibility to schedule and distribute content at optimal times on Facebook, LinkedIn, and Twitter.

Feed Manager

Schedule or share content from your blog or RSS Feed with the Gremlin RSS/ATOM Feed Manager.

Social Dashboard

Grow your book of business by engaging with your network through the Gremlin Social Dashboard.

Compliance Solutions


Team Workflow

Gremlin Social’s Content Library turns advisors into publishers by giving them the flexibility to schedule and distribute content at optimal times on Facebook, LinkedIn, and Twitter.



Archiving

Search and export all social media posts using Gremlin Social's archiving functionality.



Approval

Avoid recommendations of specific products and services, unless they have been given the green light through your approval process.



Filtering

Add filters in Gremlin Social for product names or words that are commonly found in recom-mendations. Have these violating messages redirected to appropriate personnel for review.