Everything advisors need in one platform
From AI-powered content to automated compliance, Vireos gives financial advisors a complete marketing toolkit.
Platform Overview
AI Content Generation
Generate SEC/FINRA-compliant marketing content across 4 channels with a single prompt.
- ✓ Generate content for 4 channels simultaneously
- ✓ Personalize tone and messaging per advisor
- ✓ SEC/FINRA-aware language models
- ✓ One prompt → LinkedIn post, email, Facebook ad, blog
AI Content Generation
Compliance Workflow
Built-in regulatory guardrails, review queues, and complete audit trails for every piece of content.
- ✓ Automated FINRA Rule 2210 checks
- ✓ Configurable review and approval queues
- ✓ Complete audit trail for every content piece
- ✓ One-click compliance export for examinations
Compliance Workflow
LinkedIn Automation
Multi-step campaign sequences with smart rate limiting and engagement tracking.
- ✓ Multi-step campaign sequences
- ✓ Smart rate limiting to protect your account
- ✓ Connection request + follow-up automation
- ✓ Detailed campaign analytics and A/B testing
LinkedIn Automation
Facebook Ads & Lead Capture
Build targeted ad campaigns with integrated lead forms and automated follow-up.
- ✓ Ad campaign builder with targeting
- ✓ Integrated lead capture forms
- ✓ Automated lead follow-up sequences
- ✓ Budget optimization and ROI tracking
Facebook Ads & Lead Capture
Prospect Finder
Discover qualified prospects with criteria-based search and managed contact lists.
- ✓ Criteria-based prospect search
- ✓ Managed contact lists with tagging
- ✓ Credit-based system with flexible plans
- ✓ Export prospects to campaigns directly
Prospect Finder
Email Marketing
Design and send professional email campaigns with drip sequences and detailed analytics.
- ✓ Professional email template builder
- ✓ Drip sequences with triggers and delays
- ✓ Open rate and click analytics
- ✓ SendGrid-powered reliable delivery
Email Marketing
Analytics Dashboard
Cross-channel performance metrics with time filters, KPI cards, and exportable reports.
- ✓ Cross-channel performance overview
- ✓ Time period filters and date ranges
- ✓ KPI cards with trend indicators
- ✓ Exportable PDF and CSV reports
Analytics Dashboard
See it in action
Book a personalized demo and see how Vireos can transform your marketing.
Social Publishing
Publish to LinkedIn and Facebook with scheduling, content calendar, and performance analytics.
- ✓ Native LinkedIn and Facebook integration
- ✓ Visual content calendar with drag-and-drop
- ✓ Schedule posts across time zones
- ✓ Track engagement metrics per platform
Learn more →Social Publishing