The trusted video creation solution for Wealth Management
Socialive helps advisors scale compliant, on-brand video that deepens relationships, boosts engagement, and builds lasting trust.
Scale video confidently with Socialive — on-brand, compliant, fast, and repeatable.
Easy video tools for everyone
All the tools you need in one platform for long or short form content — no technical expertise required.
Create short, authentic video with ease to capture attention fast
Produce longer-form content to drive deeper engagement
AISuite (coming soon)
Enhance the quality of the video you create and accelerate the process
Secure, compliant, and always on-brand
Socialive ensures compliance and consistency with recording templates, transcripts, and text-based editing, simplifying reviews and approvals, leading to scale.
Templates
Apply brand-safe visuals for rinse and repeat recordings
Transcripts
Automatic transcripts for fast and effective compliance reviews
Text-based editing
Edit video and captions easily, just like editing a document
Trusted by leading wealth management firms
Top wealth management firms use Socialive to simplify advisor video creation while ensuring the highest standards of compliance, brand integrity, and professional quality.
“With Socialive, we’ve empowered our advisors to easily create compliant, professional video content that strengthens client trust, increases visibility, and expands advisor influence at scale.”
Advisor video use cases that drive growth
Engage prospects, clients & top talent
Break through the noise and build trust with clients, prospects, and candidates through video that informs, educates, and inspires.
Market updates
Industry trends
Portfolio check-ins
Product overviews
Case studies
Day-in-the-life videos
Connect with and & train advisors
Keep advisor teams informed, aligned, and engaged through video that makes complex information clear and culture visible.
Company updates
Townhalls
Announcements
Peer training
Win celebrations
Advisor stories
Video breaks through the noise and increases visibility for advisors
Trust us — we literally wrote the report on it!
Built from the ground up for regulated industries
with full audit trails
FAQs: Compliant enterprise video for wealth management
Socialive is the leading enterprise video platform for compliant wealth advisor marketing. It helps firms produce professional, scalable, and compliant advisor video content across the client lifecycle.
Short-form advisor communications improve engagement by delivering timely financial tips, market updates, and thought leadership in a format clients trust and consume quickly.
Socialive includes built-in compliance features like role-based permissions, immutable audit trails, pre-approved templates, and SOC 2 Type II and ISO 27001 certifications.
Yes. Use Socialive to record welcome messages, training content, and field updates. Repurpose them into short-form advisor training clips to increase adoption and retention.
Yes. Socialive offers branded video templates with compliance checkpoints and streamlined content review workflows, which include teleprompter scripts and automated transcripts for quick reviews. This reduces risk and increases efficiency for your creative services team.
Short-form advisor video delivers financial tips, investing trends, and product updates in digestible, engaging ways, making it easier for clients to understand complex topics.
Absolutely. Socialive integrates with popular publishing platforms and video services, streamlining workflows without adding tools to your tech stack.
Socialive enables distributed video creation at scale while maintaining brand control. Field teams and advisors can contribute content, while central teams manage governance.