Social media for financial advisors that stays reviewed and on-brand — without slowing down
Social media for financial advisors usually needs someone from compliance or leadership to see a post before it goes out. SkedCast’s approval queue makes that review step fast instead of an email bottleneck, and bulk import means a quarter of reviewed content can be scheduled in one batch rather than post by post.
Why financial advisors and banks choose SkedCast
A real review step, not an email chain
Route every post through an approval queue (from the Studio plan) with comments and history, so compliance or a principal can sign off without a scattered email thread.
A record of who approved what
An immutable audit log ties every approval to the person who gave it — useful documentation when a regulator or compliance review asks how content gets cleared.
Batch a quarter of reviewed content
Once content clears review, bulk-import up to 2,500 posts per upload on Agency and schedule it all at once instead of publishing reviewed posts one at a time.
Separate advisors or branches cleanly
A multi-advisor firm or bank with several branches can keep each one’s accounts in an isolated workspace with its own scoped access.
Social media for financial advisors, with a compliance-reviewed workflow
Speed up the review step without skipping it
An approval queue with comments and guest sign-off links turns a slow email-based review into a fast, trackable step — content still needs sign-off, it just doesn’t take days to get it.
Keep a paper trail for every approved post
Every approval, schedule, and edit lands in an append-only audit log, giving a compliance team a real record instead of relying on someone’s inbox.
Schedule reviewed content in batches
Once a batch of content clears compliance, bulk-import up to 2,500 posts per upload on Agency and schedule it across the quarter instead of manually posting each approved piece.
Keep advisors or branches from posting off-script
Role-based access and per-branch workspaces mean only approved people can post for a given account, and nothing publishes without clearing the approval chain.
What you can do
- Approval queue with comments and history (from the Studio plan)
- Immutable audit log of every approval
- Bulk-import up to 2,500 posts per upload on Agency of reviewed content
- Isolated workspace per advisor or branch
- Role-based access to control who can post
- Guest approval links for compliance sign-off without a login
Frequently asked questions
- Does SkedCast provide FINRA, SEC, or other financial-compliance certification?
- No — SkedCast does not hold or claim any financial-services compliance certification. It provides an approval workflow and an audit log a firm can use as part of its own compliance process; the firm remains responsible for that process.
- How does social media for financial advisors get reviewed before it goes live?
- From the Studio plan — route posts through an approval queue with comments, and optionally give compliance a guest link to review without a login.
- Is there a record of who approved each post?
- Yes. An immutable audit log records every approval and who gave it, tied to a timestamp.
- Can a multi-advisor firm keep each advisor’s content separate?
- Yes — each advisor or branch can have its own workspace and scoped access, so posting for one advisor never risks touching another’s accounts.
Reviewed content, without the email bottleneck
Sign up free — no credit card. You land on the Free plan, and you can start a one-time 7-day Studio trial from your workspace whenever you are ready. Set up your approval chain and schedule your next reviewed batch.