The only video creation platform built for the enterprise

EL SEGUNDO, CA — July 1, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Composition Wealth, a leading independent wealth management firm, today announced a strategic partnership to help advisors strengthen client relationships, increase visibility, and scale authentic communication through video, social media, and AI.‍

The partnership will equip Composition Wealth advisors with the tools to create high-quality, branded video content that helps them share expertise, communicate consistently, and build trust with clients and prospects across digital channels. Together, the firms are creating a scalable approach to advisor communication that combines the power of human connection with modern technology.

As part of the announcement, Socialive CEO and Founder David Moricca sat down with Composition Wealth Chief Marketing Officer Meghan McCartan for a conversation on the future of advisor communication and the role of video, social media, and AI in wealth management.‍

In the 15-minute discussion, they explore why human connection matters more than ever, how firms can create a culture that embraces video and social engagement, and why the firms that win won't use technology to replace relationships — they'll use it to strengthen relationships, scale trust, and help advisors connect with more people in meaningful ways.‍

Watch the full conversation below

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history. At the same time, investors increasingly expect personalized advice, timely communication, and digital engagement. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.

In this environment, trust is increasingly built through visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to humanize expertise and create meaningful connections at scale. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.

The Socialive platform enables advisors to record, edit, brand, review, and publish video through workflows designed specifically for regulated industries. By reducing the friction traditionally associated with video production, advisors can focus on what they do best: building relationships and delivering personalized advice.‍

"The future of wealth management isn't about replacing human relationships with technology — it's about helping advisors deepen and scale those relationships in a more digital world," said David Moricca, CEO and Founder of Socialive. "As demand for personalized advice continues to grow, firms need new ways to help advisors stay visible, build trust, and communicate consistently. Video is one of the most powerful ways to humanize expertise, and AI is making it more scalable than ever. We're excited to partner with Composition Wealth to help advisors amplify their voice, strengthen client relationships, and drive sustainable growth."

"At Composition Wealth, we believe exceptional client experiences are built on authentic human relationships," said Meghan McCartan, Chief Marketing Officer at Composition Wealth. "As investors increasingly form impressions online before ever speaking with an advisor, it's important that our advisors have modern ways to communicate, educate, and build trust. Video allows advisors to bring their personalities, expertise, and perspectives to life in a way that other channels simply can't. Socialive gives us a scalable framework for empowering advisors to create professional, compliant content while maintaining the authenticity that makes those relationships meaningful."‍

As wealth management firms navigate a rapidly changing landscape, many are searching for ways to help advisors deepen relationships while expanding their reach. Through this partnership, Socialive and Composition Wealth are helping advisors build stronger connections, communicate more consistently, and create a trusted digital presence without sacrificing the human element that remains at the heart of financial advice.

Press Contact

Jennifer Burak

VP of Marketing, Socialive

press@socialive.us

About Socialive

Socialive is an enterprise platform for scalable video communication, helping organizations to communicate with video as easily as they do with text. Built for modern, real-time communication, the platform empowers centralized teams to enable employees across the business to create authentic, on-brand video quickly and consistently without specialized equipment. With guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off process into a fast, repeatable system for everyday communication. The result is timely, in-the-moment video delivered across the organization — helping companies build trust, increase visibility, and drive organic growth without sacrificing quality, brand consistency or control. Socialive is led by Founder and CEO David Moricca.

About Composition Wealth

Composition Wealth is an independent, registered investment advisory firm. As fiduciaries, we are focused on providing a best-in-class experience, advice, and technology tailored to evolve with you over time so that you can live the story you’ve always envisioned.

The videos that stand out and drive engagement are usually the ones that feel dynamic, polished, and easy to follow.

From social clips and webinars to executive updates and snackable content, on-screen text helps capture attention, reinforce key messages, and keep viewers engaged while scrolling.

That’s why Socialive now includes Custom Text Overlays directly inside the Editor.

With Text Overlays, creators can add and customize on-screen text elements without relying on external design tools or complicated editing workflows. Whether you’re adding agendas, speaker names, key statistics, disclaimers, announcements, or calls to action, you can now build polished visual elements directly within Socialive.

The result? Faster production workflows and more engaging, professional-looking content.

Why text overlays matter

Most viewers decide within seconds whether they’ll continue watching a video.

Text overlays help immediately communicate context and guide attention — especially in social feeds where people are scrolling quickly or watching with sound low or muted.

Simple overlays can help:

• Make videos feel more polished and branded
• Reinforce key messaging
• Improve viewer retention
• Highlight important moments
• Increase accessibility
• Create more visually engaging content

Even small visual enhancements can make contributor-created content feel significantly more professional.

What you can create with text overlays

Text Overlays make it easy to build visual elements directly inside your production workflow.

Popular use cases include:

• Speaker lower-thirds
• Episode titles
• Live agendas
• Statistics and data highlights
• Compliance disclaimers
• Quotes and soundbites
• Call-to-action messaging
• Event announcements
• Section headers
• Session summaries
• Breaking news or market updates

Because overlays can be edited directly inside Socialive, teams can quickly update messaging without recreating graphics in external design tools.

How to add text overlays

1. Open the layers tab and select overlay

Start by opening the Layers tab inside the Socialive Editor and choose the Overlay option to begin adding a new visual element.

2. Choose text

Select Text to create a custom text overlay directly inside your project.

3. Customize your overlay

Once added, text boxes can be fully customized within the platform.

Customization options include:

• Drag-and-drop placement
• Text resizing
• Bold formatting
• Center alignment
• Fill colors
• Borders with adjustable thickness
• Rounded corners for a polished appearance

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Creative ways to use text overlays

Not sure where to start? Here are a few ideas teams are already using:

Create scroll-stopping headlines

Use bold opening text to immediately tell viewers why the content matters.

Examples:

• “3 investing trends to watch”
• “What every advisor should know”
• “Big product announcement”
• “Key takeaways from EDGE”

Highlight important quotes

Pull out impactful one-liners or soundbites to reinforce key moments.

This works especially well for:

• Executive thought leadership
• Customer testimonials
• Fireside chats
• Webinar clips

Add branded section titles

Break longer videos into digestible sections using title overlays.

Examples:

• “Market outlook”
• “What changed”
• “What’s next”
• “Customer spotlight”

Reinforce calls to action

Use overlays near the end of videos to encourage the next step.

Examples:

• “Register now”
• “Learn more”
• “Download the report”
• “Follow for more insights”

Best practices for better overlays

1. Keep text concise: Short phrases are easier to read quickly, especially on mobile devices.

2. Prioritize readability: Use high-contrast colors and large enough text sizes so overlays remain easy to read across screens.

3. Avoid overcrowding: Too much text can distract from the speaker and reduce engagement.

4. Keep styling consistent: Using consistent colors, fonts, and placement helps content feel more branded and professional.

5. Time overlays intentionally: Bring overlays in when they reinforce what’s being said rather than competing with the speaker.
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Now teams can create and adjust overlays directly inside Socialive, making workflows faster, more flexible, and easier to scale.

Whether you’re producing social clips, executive communications, webinars, or advisor videos, Text Overlays help transform simple recordings into more engaging, branded, and professional content.

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Audio quality can make or break a video experience.

Even when the visuals are strong, distracting background noise, inconsistent volume, or unclear speech can make content feel less polished and reduce engagement. And not every contributor records in a perfect environment — sometimes it’s a quiet office, other times it’s a busy home setup, conference floor, or shared workspace.

But audiences increasingly expect crisp, clear audio that sounds polished and professional — more like a podcast or studio recording than a webcam call.

That’s why Socialive is introducing new Studio Voice enhancement levels, giving creators more control over how their recordings sound.

With three preset enhancement options — Subtle, Balanced, and Strong — contributors can now tailor audio cleanup and enhancement based on their recording environment and desired output quality.

Whether you want a light polish or a fully refined, studio-quality sound, Studio Voice helps contributors sound more confident, professional, and engaging directly within the workflow.

What’s new

Studio Voice now includes three selectable enhancement levels that can be applied to recordings.

This update gives creators greater flexibility while making it easier to achieve the kind of clean, polished sound audiences associate with professional podcasts and studio productions.

The three enhancement levels include:

Subtle

Subtle enhancement applies a light touch of audio cleanup while preserving the natural tone and texture of the speaker’s voice.

This option is ideal for:

• Quiet recording environments
• Minimal background noise
• Authentic, conversational recordings
• Situations requiring only light cleanup

Subtle enhancement helps smooth out minor distractions without significantly altering the original sound.

Balanced

Balanced enhancement applies moderate cleanup and vocal enhancement, reducing background noise while improving clarity and consistency.

This is the recommended setting for most recordings and works well across a wide variety of environments.

Balanced enhancement is ideal for:

• Everyday business recordings
• Hybrid work environments
• Internal communications
• Thought leadership videos
• Customer-facing content

It delivers polished, podcast-style clarity while still maintaining a natural and authentic sound.

Strong

Strong enhancement applies the highest level of audio refinement, delivering a cleaner, more polished sound similar to a professional studio recording.

This option is best suited for:

• Noisy recording environments
• Echo-heavy rooms
• Lower-quality microphone setups
• Recordings needing significant cleanup
• High-importance external content

Strong enhancement helps eliminate distractions and improve intelligibility so contributors can sound polished and professional regardless of their environment.

Why this matters

Creating professional video content should not require expensive microphones, soundproof studios, audio engineers, or post-production expertise.

Studio Voice helps organizations remove many of the barriers that traditionally prevent teams from creating polished video content consistently at scale.

With enhancement levels, contributors can now adapt audio processing based on their recording conditions instead of relying on a one-size-fits-all approach.

This provides several key benefits:

1. More control over audio quality: Creators can choose the enhancement level that best matches their environment and communication style.
2. Consistent, professional sound across teams: Whether employees are recording from home, the office, or while traveling, Studio Voice helps maintain a polished and consistent listening experience across all content.
3. Faster, simpler workflows: There’s no need for additional audio tools or advanced editing knowledge. Contributors can improve audio quality directly within the recording workflow.
4. Greater confidence on camera: When contributors know they’ll sound polished and professional, they can focus more on delivering their message naturally and authentically.

Professional audio without the complexity

Studio Voice is part of Socialive’s broader vision to make high-quality video creation accessible to everyone across the enterprise.

By embedding intelligent enhancements directly into the workflow, organizations can empower employees, advisors, executives, and subject matter experts to create content that looks and sounds professional — without requiring production expertise.

With the new enhancement levels, achieving podcast-quality audio is easier and more flexible than ever, helping teams create better videos faster.

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Creating great video content starts long before someone hits “Record.”

For many organizations, one of the biggest barriers to scaling video creation is helping contributors know exactly what to say. Subject matter experts, executives, advisors, employees, and field teams often have valuable knowledge to share, but recording can feel intimidating without guidance or preparation.

Teams frequently run into common challenges:

• Not knowing what to say or what the key messages are
• Employees feeling unsure or unprepared on camera

That’s why Socialive now allows teams to add prompts, scripts, and talking points directly into Recording Booth invitation links.

When a contributor opens the Recording Booth link or accesses it through the Socialive Portal, the messaging automatically appears inside the teleprompter — giving them instant context and helping them start recording confidently.

Whether you want contributors to follow a fully approved script, answer guided questions, or simply reference a few talking points, prompts make the recording experience significantly easier and faster.

Why This Matters

Video creation often slows down before recording even begins.

People spend time preparing notes, opening separate documents, or wondering whether they are communicating the right message. For enterprise organizations — especially those managing brand consistency, compliance, or distributed teams — these small inefficiencies quickly add up.

By embedding prompts directly into Recording Booth invites, teams can:

• Reduce preparation time
• Improve messaging consistency
• Help contributors feel more confident
• Speed up recording workflows
• Eliminate unnecessary back-and-forth
• Scale video creation more efficiently

This is especially valuable for organizations empowering large numbers of contributors to create video regularly.

Examples include:

• Advisor communications
• Executive updates
• Employee onboarding
• Internal communications
• Thought leadership content
• Product announcements
• Customer education videos

How to Use Invite to Record in the Editor

Invite to Record allows you to collect video contributions directly inside your project. Contributors receive a secure recording link, and once submitted, their recording is automatically added to your project.

Step 1: Create or Open a Project

Click Create a New Project or open an existing project in the Editor.

For a new project, you can either:

• Start with a Blank Project
• Select a Template

Step 2: Add an Invite to Record Scene

Inside the Editor, click the + icon on the scene preview where you want to add a Contributor recording.

From the menu, select Invite to Record.

Step 3: Configure the Invitation

Fill out the invitation details:

• Project Name
• Contributor
• Invitation Title
• Description
• Recording Prompt

The recording prompt can include talking points, instructions, or guidance to help Contributors record with confidence.

Step 4: Send the Invitation

Choose whether you want to send the email invitation immediately.

If enabled, the Contributor will receive a secure recording link by email.

Click Done to create the invitation and placeholder scene.

Step 5: Manage the Placeholder

Once created, the placeholder scene will appear directly inside your project.

From the placeholder, you can:

• Copy the recording link
• Resend the invitation
• Cancel the invitation

Step 6: Review the Submitted Recording

After the Contributor submits their recording, the placeholder is automatically replaced with the completed video inside your project.

You’ll also receive a notification when the recording is ready for review and editing.

Invite to Record simplifies collaborative video creation by making it easy for executives, advisors, subject matter experts, and distributed teams to contribute high-quality video content directly into your workflow.

Helping Contributors Record with Confidence

Not everyone who records video is a professional presenter — and they shouldn’t have to be.

By giving contributors clear prompts and guidance directly inside the recording workflow, organizations can dramatically reduce friction and help people feel more comfortable on camera.

Instead of spending time figuring out what to say, contributors can focus on delivering authentic, high-quality communication.

For organizations scaling video across employees, advisors, executives, or distributed teams, this creates a more repeatable and efficient process while still maintaining consistency and control.

Faster, More Repeatable Video Creation

Recording Booth was built to simplify enterprise video creation.

Adding prompts and scripts directly into invitation links is another step toward making video creation as easy and repeatable as everyday communication.

It helps organizations move faster, reduce preparation overhead, and empower more people to create polished, on-brand video content with confidence.

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