Build trust, win the right clients
People hand their money to an adviser they trust, and social is where that trust begins. Optimate learns your firm's voice and turns guidance, updates and reassurance into clear, on-brand posts across LinkedIn and beyond — scheduled so you're advising, not writing captions.
Free plan available — no credit card needed.
Where financial advisers lose time on social
No spare time for marketing
Client work comes first, so your own presence stalls — right when trust needs building.
Clear, careful, on-brand
Financial content must reassure without overpromising; generic AI misses the line.
Staying visible and compliant
Consistency builds trust, but every post has to be right for the audience.
Social media, handled — for financial advisers
Optimate learns your brand once, then plans, writes and schedules on-brand posts across every platform from a single login — so keeping your financial advisers visible stops being a daily scramble.
AI content in your voice
Set up your brand kit once — voice, audience, the words you'd never use — and Optimate writes captions that sound like your financial adviser, not like a template.
On-brand images & designs
Generate images and typeset designs in your colours and logo — no designer, no stock-photo hunt.
Plan a full week in minutes
See everything on one calendar, schedule across all your platforms at once, and stop posting reactively.
Analytics & recommendations
One dashboard for every platform, plus plain-English suggestions on what to post next and when.
Consistent brand, every post
Colours, tone and rules are applied automatically, so everything you publish looks and sounds like you.
Bring your team in
Invite staff or a freelancer with the right permissions — unlimited team members from Studio up.
From blank calendar to a week of posts
- 1
Connect your channels
Facebook, Instagram, X, LinkedIn, TikTok, YouTube, Threads, Pinterest, Bluesky and Google Business.
- 2
Set up your brand kit
Tell Optimate your voice, audience and colours once. It uses them on everything it writes and designs.
- 3
Generate, schedule, done
Get on-brand posts in seconds, drop them on the calendar, and let Optimate publish them for you.
Common questions
Is Optimate a good fit for financial advisers?
Yes. Optimate is built for small teams that need to stay visible on social without a full-time marketer — it learns your brand and does the heavy lifting of writing, designing and scheduling.
Which platforms can I post to?
Facebook, Instagram, X, LinkedIn, TikTok, YouTube, Threads, Pinterest, Bluesky and Google Business.
Do I need any design or marketing skills?
No. You set up your brand once, and Optimate writes the captions, makes the images and schedules everything. You just review and approve.
Do I need a card to try it?
No. Every paid plan starts with a 14-day Pro trial that needs no card — you only pay if you decide to stay.
Can I keep the tone careful and on-brand?
You set your voice and a list of words to avoid, and every post is written against them, then reviewed by you before it publishes — so nothing goes out that isn't right.
Free tool: check your social bio
See how your profile bio and link read to a new visitor — a 30-second check, no signup.
Try the bio checkerKeep your financial advisers visible — without the daily grind
Set up your brand once and let Optimate plan, write and schedule your social media. Start free — no card, cancel anytime.
- Free plan — no credit card needed
- Cancel or change plan any time