Freedom251 › Social Media Archiving Software
Red Oak Social Media Compliance
What Red Oak Social Media Compliance is
Red Oak Social Media Compliance helps financial firms monitor, review, and archive registered representatives’ social media activity in support of FINRA and SEC requirements. Compliance officers can review registered accounts on LinkedIn, Facebook, Instagram, and X. The platform supports review before and after content is posted, with firm-defined rules, alerts, and adjustable search settings to flag material for closer attention.
Representatives use a User Console to register accounts, submit content for approval, and access a library of compliant material. Compliance teams use an Admin Console to manage policies and workflows, monitor activity, and access archived communications. Firms can customize workflows, lexicons, policies, and alerts. Collected content is archived in a books-and-records-compliant repository, with continuous capture and advanced search. Red Oak lists APIs for submissions and user management, but does not name a specific social media product integration. The web product is paid, with pricing available on request. Red Oak lists 24/7 support, average ticket resolution under one hour, and uptime above 99.9%.
Who it suits
It suits compliance officers and marketing teams at financial firms that need to review and retain registered representatives’ social media activity. Firms can tailor review rules and workflows to their needs.
What it does well
- Reviews LinkedIn, Facebook, Instagram, and X accounts
- Supports pre-review and post-content review
- Continuous capture and advanced search
- Customizable workflows, lexicons, policies, and alerts
- 24/7 support and uptime above 99.9%
What to know first
- Web platform only
- Pricing is available on request
- No specific social media product integration is named
Getting started
- Visit the product website.
- Request a demo from Red Oak.
- Discuss pricing with Red Oak, since pricing is on request.
- Use the web platform's User Console for representative account registration and pre-approval submissions.
- Configure policies, workflows, lexicons, and alerts in the Admin Console.
Verdict
Red Oak combines social content review, configurable escalation, and compliant archiving for financial firms. Firms need to request pricing and a demo to assess the offering.
Questions
How much does Red Oak Social Media Compliance cost?
Pricing is on request. The product page invites firms to request a demo and does not give a price amount or billing term.
Which platforms does it support?
The listed platform is web.
Which social networks can compliance officers review?
Red Oak says officers can review registered accounts on LinkedIn, Facebook, Instagram, and X (Twitter).
Does it support pre-approval as well as review after publication?
Yes. The platform supports pre-review and post-content review workflows, and representatives can submit content for pre-approval.
What integrations are listed?
Red Oak lists APIs for submissions and user management. Its integrations page does not name a specific social media product integration.
What support and availability does Red Oak state?
Red Oak lists 24/7 support, average help-ticket resolution under one hour, uptime above 99.9%, and continuous enhancements with zero downtime.
Facts from Red Oak Social Media Compliance's own pages
- Admin console
- Compliance teams can manage policies, configure workflows, monitor social media activity, and access archived communications. · redoak.com, 11 Oct 2026
- Archiving
- Red Oak says collected social media content is archived in a books-and-records-compliant repository. · redoak.com, 11 Oct 2026
- Availability
- The product page states uptime above 99.9% and continuous enhancements with zero downtime. · redoak.com, 11 Oct 2026
- Company founding
- Red Oak says it was founded in 2010 by Stephen Pope, Cathy Vasilev, and Rick Grashel. · redoak.com, 11 Oct 2026
- Content review
- Employees can submit content for pre-approval and use a library of compliance-friendly content; compliance teams can manage pre- and post-content review workflows. · redoak.com, 11 Oct 2026
- Customization
- Firms can configure workflows, lexicons, policies, and alerts to their needs. · redoak.com, 11 Oct 2026
- Escalation
- User-defined rules and customizable search tools let firms flag potentially problematic content for review and adjust search depth and sensitivity. · redoak.com, 11 Oct 2026
- Founded
- 2010 · redoak.com, 28 Sept 2026
- Headquarters
- Red Oak lists its mailing address as 12708 Riata Vista Circle, Suite B100, Austin, Texas 78727. · redoak.com, 11 Oct 2026
- Integrations
- Red Oak’s integrations page lists APIs for submissions and user management, but does not name a specific social media product integration there. · redoak.com, 11 Oct 2026
- Intended users
- The page identifies compliance officers and marketing teams as users of the product. · redoak.com, 11 Oct 2026
- Pricing
- The product page invites firms to request a demo and does not state a price or plan. · redoak.com, 11 Oct 2026
- Pricing availability
- The product page invites visitors to request a demo and describes Red Oak's pricing as transparent, but gives no price amount or billing term. · redoak.com, 11 Oct 2026
- Purpose
- The product monitors and archives personal and corporate social media activity of registered representatives to help firms maintain regulatory adherence. · redoak.com, 11 Oct 2026
- Regulatory focus
- Red Oak says the solution supports firms’ adherence to FINRA and SEC requirements for monitoring, reviewing, and archiving social media content. · redoak.com, 11 Oct 2026
- Review workflows
- The platform supports pre-review and post-content review workflows, with user-defined rules to escalate potentially problematic content. · redoak.com, 11 Oct 2026
- Social networks
- Red Oak says compliance officers can review registered accounts on LinkedIn, Facebook, Instagram, and X (Twitter). · redoak.com, 11 Oct 2026
- Support
- The product page states 24/7 support and an average help-ticket resolution time under one hour. · redoak.com, 11 Oct 2026
- Support and uptime
- Red Oak lists 24/7 support, average help-ticket resolution under one hour, uptime above 99.9%, and continuous enhancements with zero downtime. · redoak.com, 11 Oct 2026
- User console
- Representatives can register social media accounts, submit content for pre-approval, and access a library of compliant, pre-approved content. · redoak.com, 11 Oct 2026
- User environments
- The product has a User Console for representatives to register accounts, submit content for pre-approval, and access approved content, plus an Admin Console for compliance teams to manage policies, workflows, monitoring, and archives. · redoak.com, 11 Oct 2026
Where Red Oak Social Media Compliance stands on Freedom251
- Social Media Archiving Software#32 of 38