Website & Social Media Archiving for Financial Services

Protect your organization from regulatory penalties and reputational damage with recordkeeping solutions designed for banks, broker-dealers, investment firms, and other financial services providers to ensure SEC & FINRA compliance.

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The Challenge

Financial services regulatory bodies like SEC and FINRA mandate the capture and preservation of social media and website records. Manual recordkeeping methods fall short, putting organizations at risk of compliance gaps, fines, and reputational damage.

That’s why financial service providers are partnering with Pagefreezer to automate compliant recordkeeping across all of their digital channels, giving them peace of mind.

Our most valuable asset is our ability to do business. Regulators can take that away from us if they need to. We have gained in our ability to sleep at night and not worry that we are doing something wrong to put our business in jeopardy.

– Jason Wenk
CEO
Retirement Wealth Advisors

Get peace of mind knowing every social media and website record is captured, complete, and compliant.

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Customer Success Stories

Simplifying High-Volume Digital Recordkeeping

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Reducing Risk With Enterprise Web Archiving

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Ensuring Compliance Across US & Canada

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Frequently Asked Financial Services Website & Social Media Archiving Questions

What is Pagefreezer?

Pagefreezer is a cloud-based archiving solution that automatically captures and preserves online content from websites and social media to help financial institutions meet SEC, FINRA, and other financial regulatory recordkeeping requirements.
How does Pagefreezer support SEC & FINRA recordkeeping compliance?
Pagefreezer automatically captures and preserves every website update and social media interaction, including edits and deletions. All records are tamper-proof, easy to retrieve and export, and include metadata and digital signatures, satisfying SEC & FINRA recordkeeping requirements.
How does Pagefreezer help financial service providers?
How does Pagefreezer help financial service providers?
Most financial institutions already use some form of archiving—but many legacy systems can’t capture dynamic online content as it appears or adapt to new technologies. Pagefreezer replaces these limited tools with a modern, automated solution that captures every website edit and social interaction in real time, including deletions and contextual data.

This means your compliance team always has a complete, tamper-proof, and easily searchable record—making audits faster, supervision stronger, and oversight truly defensible.

How does Pagefreezer help during audits?
Pagefreezer empowers compliance teams to quickly locate and retrieve records across all archived websites and social channels with full metadata and timestamps. Pagefreezer also offers a self-serve portal service so compliance teams can share records directly with auditors, no exporting or searching required.
Why is automated archiving important for financial services?
Legacy solutions often capture only static data or miss deleted and edited content. Automated archiving ensures complete, continuous coverage—every post, edit, and interaction preserved exactly as it appeared. That means less risk exposure, faster audits, and consistent proof of compliance across every platform.
Can Pagefreezer track website changes and approvals?
Yes. Pagefreezer centralizes the website change verification process, removing the need for PDF exports or manual sign-offs.

It creates an automated, time-stamped audit trail that shows exactly when changes were made and approved.

Does Pagefreezer support FINRA and SEC supervision requirements?
Yes. Pagefreezer enables compliance teams to review, monitor, and document oversight of digital communications in line with FINRA Rule 3110 and SEC supervision guidance. You can approve and verify content changes, easily access change history, review flagged content, and maintain a clear supervision audit trail for your website content.
Can Pagefreezer archive both social media and websites?
Yes. Pagefreezer can capture all major social media platforms and CMS platforms—capturing all edits, comments, and deletions automatically, in native formatting.
How quickly can we get started?
As a cloud-based SaaS, Pagefreezer requires no installation or heavy lifting from IT. Once connected, archiving begins automatically and continues in the background.
How does Pagefreezer differ from a website backup?
A backup simply stores static copies of data and is not suitable for compliance. Pagefreezer archives every change and interaction—including metadata, timestamps, and deleted content with digital signatures to prove authenticity—so firms can replay archived pages or posts as they originally appeared online and easily export or share records as needed.
What makes Pagefreezer different from other archiving tools?
Unlike basic CMS backups or data downloads from social media platforms, Pagefreezer captures dynamic web and social content in real time—including edits, deletions, and interactions—in native formatting. Records are stored in tamper-proof, WORM-compliant format with metadata and digital signatures, making them legally defensible and audit-ready. Records are also easy to review, are provided in context, can be interacted with as if they were live, and exported in native, compliant formatting.
Can we control who has access to archived records?
Yes. Administrators can assign role-based permissions and access controls, ensuring only authorized users can view, search, or export records.
How does Pagefreezer handle records retention schedules?
You can set custom retention periods that match your firm’s internal policies or regulatory requirements. Records are automatically deleted or retained according to those schedules—reducing manual oversight and compliance risk.
Can Pagefreezer apply legal holds to preserved records?
Absolutely. Pagefreezer allows compliance and legal teams to easily place archived data on legal hold, ensuring nothing is altered or deleted during ongoing litigation or investigations.
Can Pagefreezer support global financial service compliance frameworks?

Yes. Pagefreezer supports international regulations such as MiFID II, FCA SYSC, and GDPR alongside U.S. standards, making it ideal for firms operating across multiple jurisdictions.

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