Social Media

Incorporating strategies that involve social media into the everyday habits of clients can drive engagement, benefiting both the personal brand and company brand. Search the AdvisorTek directory for resources to assist financial services professionals with their social media strategy.


Actiance is the leader in communications compliance, archiving, and analytics. We provide compliance across the broadest set of communications channels with insights on what’s being captured.  We work closely with regulators including the SEC, FINRA, IIROC, and the PRA and FCA, and with our customers, to ensure that they understand the capabilities of today’s technology and that our platform meets their most stringent requirements.

Blue Fountain Media

We create websites that build trust with customers and credibility with partners, delivering you measurable results. We work with a variety of financial institutions, including hedge funds, private equity firms, and other financial services companies. From smaller sized firms to Fortune 500, we design sites and apps suited for your targeted set of customers, partners, and business goals. Boost your business with an agile, digital solution that keeps you competitive in the complex financial industry.

Financier SEO

Financier SEO specializes in working with financial advisors and professionals across the globe, helping them obtain PAGE ONE placement on major search engines such as Google, Yahoo and Bing for their related keywords in their service area. We can help get you TOP placement on Google for the majority of the financial advising related keywords in your area. However, we only work with ONE company in each city, so call us at 713-857-8403 before your competitor does.

FMG Suite

FMG Suite: The Complete Marketing Solution from Faulkner Media Group. Our team is a group of experts who combine decades of financial marketing experience and a passion for technology to pioneer a unique marketing approach for financial professionals. We’ve recruited top talent in video production, graphic design, animation, web development, content development, and software design in order to break new ground in digital marketing.

Fuel Online

Fuel Online is a premier Social media agency. We specialize in the highly advanced social media tactics, research & analysis. Our typical clients are mid sized companies, to Fortune 500, to Celebs, Athletes, and Startups.  We employ some of the most brilliant marketing and data minds in the world. While we’d love to help take the mom & pops to the next level, our focus is on executing social media strategy on a larger scale.

Hearsay Systems

The invaluable relationship between advisor and client is being disrupted by digital, social and mobile innovation. Hearsay understands the importance of this relationship and helps modernize advisor-client engagement with Hearsay 360, the complete client engagement platform. Hearsay 360 enables efficient and compliant client engagement across digital channels including social networks, text messaging, websites and email, empowering wealth advisors to effectively use digital to build stronger relationships that grow business.


It’s time to reshape the way we think about marketing. Stop pushing. Start attracting. Stop interrupting. Start engaging. HubSpot’s Inbound Marketing Software gives you all the tools you need to make marketing that people will actually love – earning quality leads and loyal customers in return.

  • Get Found: Help prospects find you online
  • Convert: Nurture your leads and drive conversions
  • Analyze: Measure and improve your marketing
  • And more: Access the marketplace for apps and integrations

I Pro Advisers

We Develop Professional Websites and Comprehensive Internet Suites for the Best Financial Professionals. Top financial gurus of the country trust us to manage their online marketing and website management needs.  iPro – Your One-Stop Portal for comprehensive, interactive, convenient and SEO-friendly website for mortgage brokers, insurance agents, financial advisors and other professional advisors. Take the edge in marketing for the world of finance!  Trust iPro for designing and developing custom website content, email campaigns, social media and online marketing strategies and automated tools that are tailor-made for finance professionals, and can increase website traffic and client retention like never before.


PageFreezer is a leading provider of website and social media archiving solutions to a wide range of industries including finance, legal, telecom, retail, utilities, government and post-secondary education. PageFreezer is a SaaS (Software-as-a-Service) application that enables organizations and corporations of all sizes to permanently preserve their website and social media content in evidentiary quality and then access those archives and replay them as if they were still live. Uses for the archived data range from compliance with regulators such as the SEC, FINRA and the FDA to litigation preparedness, evidence capture, call center support and competitive intelligence.

Jay Palter | Social Advisory

I help busy executives in relationship-based businesses to leverage their unique personal brand online by building a social platform that attracts better sales opportunities and enhances their reputation: Services offered:

>> Sourcing content for you to share in your social networks
>> Ghostwriting content to help you build thought leadership
>> Managing sharing to social accounts and engagement on your behalf

People do business with people they know, like and trust. Generic, boilerplate content is not going to differentiate you from the crowd. A bespoke, personalized brand strategy will give prospects a reason to choose you.

Social Assurance

Regulatory compliance is one of the main factors that causes financial advisers, wealth managers and registered investment advisers to shy away from social media. However, as social media continues to dominate and grow its participation and influence, those who shy away miss out on countless opportunities. The Social Assurance platform provides brokers and IRAs with the tools needed to engage socially and ensure regulatory compliance. With a single solution, we provide an easy-to-use software platform, services and strategy to engage more customers with social media.


Socialware provides the most comprehensive set of solutions for regulated firms and their employees to generate business, comply with regulations and manage risk on social media. The Socialware platform offers a comprehensive set of modules that provides specific solutions for different groups and needs within a firm, including risk management, sales, marketing, compliance and IT. Socialware’s wide range of solutions allow firms and their customers to trust that the business they conduct on social is safe, compliant, relevant and effective. Socialware is a trusted partner to more than 150 of the leading firms in the U.S.