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00 — compliance
for FINRA / SEC-regulated firms

Activate your people on LinkedIn. Stay compliant doing it.

EveryoneSocial captures every post, comment, and reaction your registered staff publish on LinkedIn — with built-in AI that helps your team spot potential risks before they become problems. Archive in WORM storage and export to your reviewer in minutes, not days.

soc-2 type II  ·  finra 17a-4  ·  sec 204-2  ·  worm storage
Jonathan Reyes, CFP®
Senior Wealth Advisor · Meridian Capital Partners
2h · ●
in
Three things clients keep asking about volatility this quarter — and what we're actually doing about it in portfolios. #WealthManagement #MarketCommentary
Q2 outlook · meridian capital
3 things clients keep asking
A short note on volatility, rates, and what we're doing now.
👍❤8411 comments
Compliance · Review queue1 of 14
Jonathan Reyes
RIA · CRD #2841104 · LinkedIn
NEEDS REVIEW
"Three things clients keep asking about volatility this quarter…"
POLICY CHECKS · 4 of 5 PASSED · 1 NEEDS REVIEW
No performance claimsOK
No forward-looking guaranteesOK
Required disclosures presentOK
AI risk score · 12/100OK
External link · meridian.comREVIEW
ARCHIVING TO
SM
Smarsh Enterprise Archive
worm · 7-year retention
● SYNCED
captured · 0.4s
regulated firms
HSBCStandard CharteredTravelersNavy FederalVanguardNew York LifeCapital Group
01
the stakes

Regulated firms can't just do LinkedIn.

Your advisors are already there. Your competitors' advisors are already there. The only question is whether your firm has a defensible record when the regulator comes asking.

01
$0.0M
Average FINRA fine for social-media supervision failures
source · FINRA, 2024 enforcement report
02
0a-4
The SEC rule that says "every electronic communication, preserved"
source · SEC Rule 17a-4 · books and records
03
0%
Of advisors who use LinkedIn for prospecting at least monthly
source · eMoney Advisor Productivity Study, 2025
02
coverage

Compliance coverage end-to-end. One platform.

EveryoneSocial handles capture, review, archive, and audit export — all from the same platform your reps use to share content and drive pipeline. Compliance and advocacy in one product, not two.

01
Capture
post.published· LinkedIn
comment.added· LinkedIn
reaction.like· LinkedIn
post.edited· LinkedIn
Every post, comment, reaction, edit.
Including the ones your advisor deleted three minutes later.
02
Review
No performance claimsOK
Required disclosuresOK
AI risk score: 12/100OK
External link reviewREVIEW
Your team reviews. AI helps them catch more.
Every post is checked against your policy library — with AI as a second set of eyes helping surface performance claims, missing disclosures, and prohibited language your reviewers might miss at scale. Auto-pass the safe stuff, flag what needs human judgment.
03
Archive
●WORM · IMMUTABLE17a-4
3-year retention
5-year retention
7-year retention
WORM storage. Tamper-evident. SEC 17a-4 grade.
Or pipe directly into the archive your firm already runs.
04
Report
FINRA_export_Q1.zip
4,201 records · 38mb
↓ ready in 12s
Audit-ready exports in one click.
Hand the regulator a defensible record without a 3-week scramble.
03
your archive

Works with the archive your firm already uses.

We don't ask you to rip out your archive. Pick the one your audit and legal teams already know. EveryoneSocial pipes every captured artifact in, in the format your reviewers expect.

Smarsh
enterprise archive

Native Smarsh integration. Every captured artifact lands in the same archive your audit team already trusts — same retention, same e-discovery, same hold flows.

Connector docs →
EveryoneSocial
compliance · capture
Smarsh
enterprise archive
Sync modereal-time
Retention7-year (configurable)
E-discovery hookspass-through
04
operations

Built for how compliance teams actually operate.

Your team runs compliance. AI gives them a second set of eyes. Designed by working with the compliance officers at the firms that make this work in practice — not in theory.

ADVISORWAITRISK
Reyes, J.2mLOW
Anand, P.4mLOW
Whitfield, M.7mMEDIUM
Cho, D.9mHIGH
A review queue that doesn't buckle on Monday morning
Every post gets a risk score — AI helps flag the ones that need a closer look. Batch-approve low-risk content automatically, and spend reviewer time on what actually needs human judgment.
SupervisorAuditorGlobal AuditorAdmin
Supervisor teamsby region or business unit
Auditor teamsby compliance function
SCIMprovisioned from Okta● synced
Role-based access that maps to your real org
Supervisor, Auditor, Global Auditor, Admin — assign them to supervisor teams and auditor teams so oversight matches how your firm actually operates. SSO and SCIM out of the box.
Performance language
updated 6d ago
v3.2
Forward-looking guards
updated 3w ago
v2.0
Hashtag whitelist
updated 2d ago
v1.4
A policy library you can actually maintain
Versioned policies, lexicon updates, exception handling — written once, applied everywhere your advisors post.
FINRA_audit_2026Q1.zip
4,201 records · sha-256 verified
↓
PDFEMLCSVJSON
Audit exports your reviewer can drop on the regulator's desk
One-click bundles. Tamper-evident hashes. CRD-mapped advisor metadata. The thing they actually ask for.
05
proof

Trusted by compliance teams at the world's largest financial firms.

0+
compliance programs trust ES
0.00%
capture completeness, audited
0yr
WORM retention, configurable
0min
median audit-export time
"We went from a 3-week audit scramble to a 14-minute export. Our reviewers actually have time to review now."
Karen Whitfield · Chief Compliance Officer, Northridge Partners
Read the story →
NORTHRIDGE PARTNERS
Advisors412 registered
LinkedIn activity9.4k / month
Reviewer FTEs2.0 → 0.8
Audit prep3 weeks → 14 min
LINKEDIN RISK REPORT

See your firm's LinkedIn exposure — before the regulator does.

We scan public LinkedIn data to identify your employee profiles, estimate supervised-role coverage, and surface unarchived activity. Delivered as a custom report for your firm — free, no strings.

190,589
profiles scanned
48%
in supervised roles
69,107
unarchived actions/mo
Request your risk report →custom · your firm · free
Risk report stats dashboardLinkedIn Risk Report coverRisk report employee table
Sample data shown from JPMorgan Chase public LinkedIn profiles  ·  Your report uses your firm's actual data
CUSTOMER VOICES

What customers say

I love the ease of sending out content that has been approved and curated.
Travelers
Melynda Guillet
This is the solution I've been dreaming of. It enables our team and closes our social media risk gap.
Fortune 500 Brokerage
Chief Compliance Officer
fin
COMPLIANCE DEMO

Ready to activate your people — compliantly?

30 minutes with a compliance specialist. We'll show you the live product against your firm's archive of choice and your CRD list.

Live product against your archive
Global Relay, Smarsh, Proofpoint, or Shield
AI-powered compliance review
see how AI helps flag potential risks before posts go live
Your CRD list, your supervised roles
we come prepared with your firm's data
soc-2 type II  ·  finra 17a-4  ·  sec 204-2
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