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The content calendar for financial advisors

Plan the month.
Posts go out on their own.

FlowSocial helps you write, schedule and publish professional content to LinkedIn, WhatsApp, Telegram and X — from one calendar, in your own brand voice and within your compliance rules.

Start a 14-day trial See how it works
Included in the Professional planNo commitmentConnect your own accounts

Publish where your clients already are

LinkedIn WhatsApp Telegram X Facebook Instagram TikTok YouTube Threads Google Business
What each connection does
Everything in one place

Show up consistently — without living on social media

Advisors know content brings in enquiries. What is missing is time. FlowSocial keeps the whole workflow in one place, so posts go out on time even in your busiest weeks.

Monthly content calendar

Every post on one calendar, in month, week or list view. See what goes out, when, and on which network.

AI writing assistant

Draft from a topic, rewrite, shorten and add hashtags — in your brand voice and within the compliance rules you set.

A version for every network

Each network gets its own copy, with a live character count against its limit. The assistant adapts the text in one click.

An image for every post

Upload your own, pick one from Pexels or generate one with AI — without leaving FlowSocial.

Posts from meetings

A meeting summary becomes post ideas, with no names and no identifying details. Everything is saved as a draft.

Content plan

Set your goals and audience and get a topic plan for the coming weeks, ready to place on the calendar.

Links that count clicks

A short link for every post, counting clicks from people — clicks from bots are counted separately.

An alert when a post fails

A post did not go out? You get a notification and an email with the reason, in plain language.

A weekly summary by email

Every Sunday morning: what was published, how many clicks, and which channel led the week.

Planning

A month of content in one sitting

Instead of deciding what to post every morning, sit down once a week or once a month, approve a plan and place it on the calendar. FlowSocial reminds you when it is time for your content session.

  • A topic plan built from your goals and audience
  • An empty slot gets a draft from your evergreen pool, for you to approve
  • A recurring reminder for your content session, as often as you choose
Writing

Write once. Every network gets its own version.

LinkedIn rewards detail, X allows 280 characters, WhatsApp is read on a phone. The assistant adapts the same idea to each network, in your brand voice as you defined it in FlowBrain.

  • A character count against each network’s limit
  • “Adapt to network”, “Shorter” and hashtags in one click
  • Your brand voice and compliance rules in every draft
Meetings

Today’s meeting is tomorrow’s content

After a meeting with a summary, FlowSocial suggests up to three angles for posts — with no names and no identifying details. They are saved as drafts, and nothing is published until you approve it.

  • Reads the meeting summary only, never the transcript
  • Removes names and identifying details
  • Drafts only — publishing stays in your hands
Results

Know what works — without opening six apps

Every post has its own status on each network, a link that counts clicks, and a weekly summary in your inbox. See which channel brings traffic and what to write more of.

  • Published, scheduled or failed — per network
  • Clicks from people, separate from bots
  • A weekly summary every Sunday morning
How it works

From an empty calendar to a planned month, in four steps

Connect your channels

Most networks connect through their own official authorisation page. None of them asks you to give us a password.

Plan

A topic plan for the coming weeks, and recurring slots on the calendar.

Write with AI

A draft, a version for each network and an image — and you approve.

It publishes itself

At the time you set, with a status for each network and an alert if something did not go out.

Security and control

Your accounts. Your content. Your control.

We built FlowSocial for advisors who work in a regulated environment, where every post is also a professional responsibility.

No passwords

FlowSocial never asks for or stores a password for any network. Most networks connect through their own official authorisation page.

Permissions in an encrypted vault

The networks’ access tokens are kept in an encrypted vault, separate from the rest of the system’s data.

Disconnect at any time

Disconnecting a channel deletes the access keys we stored and cancels the posts scheduled to it. You can also remove FlowSocial in the network’s own settings.

Part of MoneyFlow

FlowSocial works with the rest of your practice’s tools

Your brand voice comes from FlowBrain, post ideas come from meetings in FlowMeet, and your links lead to your landing pages in FlowPages.

FlowSocialContent calendar FlowBrainSmart business profile FlowMeetVideo meetings FlowPagesLanding pages FlowPulseEmail campaigns FlowCRMClients
Professional plan

FlowSocial is included in the MoneyFlow Professional plan

No separate subscription: you get the content calendar together with the rest of your practice’s tools. A 14-day trial, billed only on day 14, with no commitment.

  • Content calendar and automatic publishing
  • AI writing assistant and AI images
  • Posts from meetings
  • Links, alerts and a weekly summary
  • All the other MoneyFlow tools
See pricing and sign up
FAQ

What people ask before they start

Which networks can I publish to today?

LinkedIn, X, Telegram and WhatsApp (Status and groups) are open to every account. Facebook, Instagram, YouTube, TikTok, Threads and Google Business are built into FlowSocial and open to every account network by network, as each network approves the integration. The Channels screen always shows what your account can connect.

Will FlowSocial publish anything I have not approved?

No. Only what you wrote or approved and scheduled is published. AI drafts — including posts from meetings — stay drafts until you decide otherwise.

How does the AI know my style and the regulatory rules?

It receives your business profile from FlowBrain: your brand voice, your audience and the compliance rules you set. Professional responsibility for the content stays with you — it writes a draft, and you approve it.

Do I need to give you my social media passwords?

No. Most networks connect through their own official authorisation page, Telegram through a bot you add as an admin of your channel, and WhatsApp through a connection you create by scanning a QR code from your phone. What each connection does

What happens when a post fails to publish?

The post’s status updates on each network separately, and you get a notification and an email with the reason, in plain language.

Which language is FlowSocial in?

The FlowSocial app is in Hebrew and is built for financial advisors in Israel. You can write your posts in any language.

How much does it cost?

FlowSocial is included in the MoneyFlow Professional plan, together with the rest of the tools. There is a 14-day trial, and billing starts only on day 14. See plan details

Your next month on social media can be planned today

A 14-day trial, no commitment. Connect a channel, schedule your first post and watch it go out on time.

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