AI-Powered Wealth Management

Marketing Software

Marketing Software for Wealth Management

Build Local Trust at Scale. 

  • Help every advisor create stronger digital relationships in their communities with SOCi’s scalable, reputation-driven tools. 
  • Deliver consistent, compliant marketing across all advisors and offices—while empowering local teams to drive growth. 

Empower Branches. Protect the Brand.  

Centralized Tools for Distributed Teams. 

  • Streamline marketing efforts across corporate, regional, and branch levels to reduce overhead and increase client acquisition. 

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SOCi for Wealth Management

Your advisors are your brand in every market. SOCi makes it easy to equip them with tools to build a strong local presence and focus on what matters most: growing client relationships and building trust. 

SOCi empowers wealth management firms to: 

  • Equip advisors with hyper-personalized, brand-aligned content across social and search
  • Improve discoverability for each advisor and branch with automated listings management
  • Maintain FINRA and SEC compliance at scale—without slowing down your teams 
  • Humanize your brand with advisor-specific landing pages that build local credibility and drive leads
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Ready to take your local marketing to the next level?

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SOCi has provided us a platform where it’s easy to respond, easy to garner reviews, and has had a positive impact on many of our local franchisees and their business from a visibility standpoint, ranking within SEO, and helping drive new clients. 

- Kyle Sawai, CMO 

Liberty Tax

One Platform for All Your Franchise Marketing Needs

How does SOCi support financial advisors and wealth management firms?
SOCi helps advisory firms scale advisor-led marketing, combining local autonomy with strict compliance controls. Advisors can build trust through localized engagement while staying aligned with corporate oversight.

Can advisors post their own content?
Yes, within guardrails. SOCi provides pre-approved content libraries and customizable workflows so advisors can personalize while staying compliant with SEC and FINRA guidelines.

How does SOCi ensure compliance for wealth management marketing?
SOCi supports full archival of communications, brand governance, and integration with compliance systems—helping firms meet financial advisory marketing rules with confidence.

Can SOCi improve the visibility of individual advisors online?
Definitely. SOCi boosts each advisor’s visibility by managing their listings, reviews, and local pages, increasing their presence in searches for financial planning and investment services.

How can SOCi help measure advisor performance?
SOCi provides reporting on engagement, visibility, and sentiment by advisor or team. This helps firms identify top performers and surface marketing insights at the individual or group level.

Frequently Asked Questions

Liberty Tax Transforms Marketing Strategy by Leveraging SOCi 

To manage its 2,200+ franchise locations, Liberty Tax partnered with SOCi’s Genius Suite to streamline digital marketing, ensuring accurate listings, improved SEO rankings, and stronger customer engagement. 

  • Google review rankings increased from 4.4 to 4.86.

  • Review volume increased by 120% in the first year and 46% year-over-year thereafter.

  • Review response rates improved from 69% to 93%.

Our Partners

Google review ranking, an increase from 4.4

4.86

Top Financial Service Brands Trust SOCi

90%

of locations now rank in the "local 3-pack"

120%

increase in review volume