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SPECIFICTION
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Red Oak Social Media Compliance

redoak.com

Web

Spec sheet

Purpose
The product monitors and archives personal and corporate social media activity of registered representatives to help firms maintain regulatory adherence.Read 11 Oct 2026 · redoak.com
Intended users
The page identifies compliance officers and marketing teams as users of the product.Read 11 Oct 2026 · redoak.com
Integrations
Red Oak’s integrations page lists APIs for submissions and user management, but does not name a specific social media product integration there.Read 11 Oct 2026 · redoak.com
Support
The product page states 24/7 support and an average help-ticket resolution time under one hour.Read 11 Oct 2026 · redoak.com
Headquarters
Red Oak lists its mailing address as 12708 Riata Vista Circle, Suite B100, Austin, Texas 78727.Read 11 Oct 2026 · redoak.com
Founded
2010Read 28 Sep 2026 · redoak.com
Admin console
Compliance teams can manage policies, configure workflows, monitor social media activity, and access archived communications.Read 11 Oct 2026 · redoak.com
Archiving
Red Oak says collected social media content is archived in a books-and-records-compliant repository.Read 11 Oct 2026 · redoak.com
Availability
The product page states uptime above 99.9% and continuous enhancements with zero downtime.Read 11 Oct 2026 · redoak.com
Company founding
Red Oak says it was founded in 2010 by Stephen Pope, Cathy Vasilev, and Rick Grashel.Read 11 Oct 2026 · redoak.com
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.Read 11 Oct 2026 · redoak.com
Customization
Firms can configure workflows, lexicons, policies, and alerts to their needs.Read 11 Oct 2026 · redoak.com
Escalation
User-defined rules and customizable search tools let firms flag potentially problematic content for review and adjust search depth and sensitivity.Read 11 Oct 2026 · redoak.com
Pricing
The product page invites firms to request a demo and does not state a price or plan.Read 11 Oct 2026 · redoak.com
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.Read 11 Oct 2026 · redoak.com
Regulatory focus
Red Oak says the solution supports firms’ adherence to FINRA and SEC requirements for monitoring, reviewing, and archiving social media content.Read 11 Oct 2026 · redoak.com
Review workflows
The platform supports pre-review and post-content review workflows, with user-defined rules to escalate potentially problematic content.Read 11 Oct 2026 · redoak.com
Social networks
Red Oak says compliance officers can review registered accounts on LinkedIn, Facebook, Instagram, and X (Twitter).Read 11 Oct 2026 · redoak.com
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.Read 11 Oct 2026 · redoak.com
User console
Representatives can register social media accounts, submit content for pre-approval, and access a library of compliant, pre-approved content.Read 11 Oct 2026 · redoak.com
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.Read 11 Oct 2026 · redoak.com

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