Advisors on the Expansion Plan and above have access to both the Snappy Kraken Content library and any associated content a broker-dealer may upload.

Two configurations happen at a Broker-Dealer level and apply to all Advisors associated:

Hybrid Content Library (Default): All content created by Snappy Kraken/BD is accessible inside the dashboard. Some content may be marked as pre-approved, allowing for immediate posting, leaving content that has yet to be approved still accessible to the advisor. Still, with the requirement, it gets sent for review when added to the website.

Pre-Approved Content Only: The advisor can access only content that has been previously approved by compliance staff inside the dashboard; advisors can publish this content immediately without compliance intervention.

Types of Content

Article - Content that can be used within the Articles/Blog subsection and accompanying blocks. 

Page - Content that gets added to the Pages subsection, typically standalone/core pages.

Products and Services - Content that can be used within the Products and Services subsection and accompanying blocks.

Global Page - A dynamic piece of content that can be centrally updated through the compliance dashboard; any updates to the content will be published to all sites utilizing the content piece within 24 hours. 

Next Steps

If you would like to discuss editing the configuration of your workflow or have Content Creation permissions added, please contact [email protected] or submit a ticket.