Social media management
for financial services
Plan content in advance, route posts through team review, and schedule across LinkedIn, Facebook, YouTube, Instagram, and more. Build trust, educate clients, and grow your practice — without compliance surprises.
Used by 874 happy customers
Content planning & team review
Plan compliant content with built-in review workflows
Financial services content needs extra scrutiny before it goes live. PostEverywhere's workspaces let team members draft and schedule content while compliance officers or managing partners review and approve before publication. Plan weeks ahead on the visual content calendar so nothing is rushed.
- Team review workflows.
- Route every post through designated reviewers before it goes live. Compliance officers, partners, or managers can approve or request edits within the workspace.
- Advance scheduling.
- Plan content weeks or months ahead. Map posts around tax deadlines, earnings seasons, and regulatory updates so your team has time to review everything.
- Isolated workspaces.
- Separate firm content from individual advisor profiles. Each workspace has its own drafts, scheduled posts, and analytics — no accidental cross-posting.
AI-assisted content creation
Generate educational content your audience actually wants
Use PostEverywhere's AI content generator to draft market update posts, financial tip carousels, and client education content. Pair it with the AI caption generator for platform-optimized copy and the AI image generator for professional visuals — then review and edit before scheduling.
- Educational content ideas.
- Generate draft posts on retirement planning, tax strategies, market commentary, and personal finance tips. Edit and refine before your compliance team reviews.
- Platform-optimized copy.
- AI adapts content for each platform. LinkedIn thought leadership, Facebook community posts, YouTube descriptions, and Instagram captions — all from one prompt.
- Professional visuals.
- Create infographics, data visualizations, and branded imagery with AI. No design team required — generate polished visuals for $0.09 each.
Performance tracking
See which content builds trust and drives inquiries
Track engagement, reach, and audience growth across every platform from one analytics dashboard. Identify which educational content resonates with prospects, which platforms drive the most profile visits, and when your audience is most active using optimal posting time data.
- Cross-platform metrics.
- See impressions, engagement rates, follower growth, and top-performing content across LinkedIn, Facebook, YouTube, Instagram, and X — all in one view.
- Content performance insights.
- Identify which topics — market updates, tax tips, retirement guides — generate the most engagement. Double down on what works for your audience.
Built for financial professionals
Everything your firm needs to manage social media
- LinkedIn-First Scheduling
LinkedIn is where 67% of financial advisors land clients. Schedule thought leadership posts, market commentary, and networking content optimized for the platform.
- Content Calendar Planning
Map out compliant content weeks in advance. Plan around earnings seasons, tax deadlines, and regulatory updates so nothing is rushed or unreviewed.
- Team Review Workflows
Use workspaces to route content through compliance officers or partners before it goes live. No post publishes without the right eyes on it.
- AI Content Generation
Generate educational content ideas, market update captions, and client-facing tips with AI. Edit and review before scheduling — you stay in control.
- Multi-Platform Publishing
Publish the same update to LinkedIn, Facebook, YouTube, Instagram, X, and Threads at once. Customize messaging per platform before posting.
- Performance Analytics
Track which content drives engagement and inquiries. See reach, impressions, and engagement rates across all connected accounts from one dashboard.
Why financial professionals choose PostEverywhere
Build authority, trust, and client relationships on social media
Social media has become essential for financial services. 67% of financial advisors who use LinkedIn report landing clients through the platform, and 79% of younger investors access financial advice on social media. But financial professionals face a unique challenge: every post needs to be accurate, balanced, and reviewable — not just engaging.
PostEverywhere gives you a content calendar to plan posts weeks in advance and workspaces that let compliance teams review content before it goes live. Schedule thought leadership to LinkedIn, community content to Facebook, educational videos to YouTube, brand-building posts to Instagram, and market commentary to X — all from one dashboard.
Use cross-posting to publish across platforms simultaneously, and customize messaging per channel so your LinkedIn audience gets a different tone than your Instagram followers. The analytics dashboard shows you which content drives engagement and profile visits.
Content is the biggest bottleneck for busy financial professionals. PostEverywhere's AI content generator drafts market updates, tax tips, retirement planning guides, and educational posts in seconds. The AI image generator creates professional infographics and branded visuals, while the AI caption generator writes platform-optimized copy. Review and edit everything before scheduling — you always have final say.
Important: PostEverywhere is a scheduling and content management tool — not a compliance archiving solution. Use it alongside your existing archiving and supervision tools (such as Smarsh, Global Relay, or Hearsay) to plan and produce content, then let your compliance stack handle recordkeeping requirements.
Pricing is straightforward: Starter at $19/month for up to 10 accounts, Growth at $39/month for 25, and Pro at $79/month for 40. No per-seat fees, no per-advisor charges. Start with a 7-day free trial and scale as your firm grows.
Financial Services Social Media FAQ
Is PostEverywhere a compliance archiving tool?
No. PostEverywhere is a social media scheduling and content management tool. It does not provide compliance archiving, SEC recordkeeping, or FINRA supervision features. Use PostEverywhere alongside your existing compliance archiving solution to plan, review, and schedule content before publication.
Can my compliance officer review posts before they go live?
Yes. PostEverywhere workspaces let you set up review workflows. Team members draft and schedule content, and designated reviewers (such as compliance officers or managing partners) can review and approve posts before they are published.
Which social media platforms does PostEverywhere support?
PostEverywhere supports LinkedIn, Facebook, Instagram, YouTube, X (formerly Twitter), TikTok, and Threads. You can connect multiple accounts per platform — useful for firms managing both a company page and individual advisor profiles.
How does AI content generation work for financial services?
PostEverywhere's AI generates content ideas, captions, and educational post drafts. You set the topic and tone, then review and edit the output before scheduling. AI credits are included in every plan: Starter gets 50, Growth gets 500, and Pro gets 2,000 per month.
Can I manage multiple advisor profiles from one account?
Yes. Connect up to 10 accounts on Starter, 25 on Growth, or 40 on Pro. This lets firms manage a company page plus individual advisor profiles across multiple platforms from a single dashboard.
What does PostEverywhere cost for financial services firms?
Starter is $19/month for up to 10 accounts and 50 AI credits. Growth is $39/month for 25 accounts and 500 AI credits. Pro is $79/month for 40 accounts and 2,000 AI credits. All plans include a 7-day free trial and 20% off annual billing.
How do I plan content around tax season or market events?
Use the visual content calendar to map out posts weeks or months in advance. Schedule tax tips leading up to April deadlines, plan market commentary around earnings season, and prepare educational content for open enrollment periods — all from one drag-and-drop calendar.
Can I schedule the same post to LinkedIn and Facebook at once?
Yes. Cross-posting lets you publish the same update to multiple platforms simultaneously. Customize the caption, hashtags, or format per platform before scheduling so the content fits each channel's audience and style.
Related Features & Resources
Explore related features and guides to get the most out of PostEverywhere.
Social Media Scheduler
Schedule posts across all 7 platforms from one dashboard.
LinkedIn Scheduler
Schedule thought leadership and networking content to LinkedIn.
Facebook Scheduler
Schedule community posts and local client content to Facebook.
YouTube Scheduler
Schedule educational videos and market update content.
Instagram Scheduler
Schedule brand-building visuals and infographics.
X Scheduler
Schedule market commentary and real-time updates.
AI Content Generator
Generate educational content and market update drafts with AI.
AI Image Generator
Create professional infographics and branded visuals.
Content Calendar
Plan compliant content weeks ahead on a visual calendar.
Cross-Platform Publishing
Publish to multiple platforms simultaneously.
Analytics Dashboard
Track content performance across all platforms.
Workspaces
Team review workflows and isolated content management.
Best Time to Post
Reach your audience when they are most active.
Pricing
Plans from $19/mo with no per-seat fees.
PostEverywhere for Agencies
Multi-client social media management at scale.
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Affordable social media management for SMBs.
PostEverywhere for Legal
Social media management for law firms.
PostEverywhere for Healthcare
Social media for healthcare providers.
Loved by creators and teams
See what our customers are saying.
“Cross-posting saves me so much time. I used to spend my whole morning just copying content between apps.”
Laura K.
Freelance marketer
“The AI captions are surprisingly good. I still edit them but it cuts my writing time in half.”
Tom R.
Founder, Launchpad Digital
“I manage a few client accounts and the calendar view makes it easy to see everything at a glance.”
Carlos M.
Social media manager
“Being able to schedule Reels and TikToks from one place was the main reason I signed up. Works well.”
Sophie T.
Content creator
“Moved over from Buffer. Simpler interface and the AI features are a nice bonus.”
Alex D.
Head of growth, NorthPeak
“Clean interface, fair pricing, does what it says. That's all I needed.”
Kai N.
Small business owner