Daily Podcast Briefings For Your Clients
Deliver daily 5–15 minute AI-generated audio briefings to your clients, branded as your RIA firm. Powered by Google Gemini, Maze AI & Backed up With Sage Vault.
Keep your clients confidently engaged — the ROI is instantaneous.
Client Retention: The $10,000 Problem. Save one client and this pays for itself.
Losing a single client costs $10K+. Daily voice briefings keep them connected. Save 10? 100? The math is undeniable.
Would you pay a premium to never lose another client to silence?
We Help Advisors Stay Connected
AdvisoryBriefings transforms how RIAs communicate with clients. Our AI-powered platform generates professional daily audio briefings — market updates, portfolio insights, and risk alerts — all branded as your firm. Your clients stay informed, engaged, and confident in your stewardship.
AI Generated
Gemini-powered script generation in seconds
SEC Compliant
Built-in disclaimers and archive features
White-Label
Fully branded as your RIA firm
Daily Delivery
Automated before market open every day
How It Works
Three simple steps to transform your client communication
Connect Your Data
Link your portfolio management system and select news sources. We integrate with major PMS platforms.
AI Generates Briefings
Our Maze AI researches markets, analyzes portfolios, and writes a professional per-client script daily — powered by Google Gemini & live news.
Deliver to Clients
Each client gets their own private podcast feed. Briefings are delivered via their personal feed and email — every episode tailored just for them.
Everything You Need In One Platform
From script generation to delivery analytics, AdvisoryBriefings handles the entire workflow so you can focus on what matters — your clients.
Analytics
Track listens, completion rates, and engagement
Audio Player
Branded web player for every client
Compliance
Built-in archiving and disclaimers
Automation
Fully hands-off daily generation
SAGE Vault
A 7-year, WORM-locked compliance archive for every podcast, briefing, and video we produce for your company,
Searchable transcripts,
Full approval records & Team access.
WORM-Locked Storage
7-year immutable archive on Cloudflare R2 with Object Lock compliance mode.
Full-Text Search
Search across every transcript. Find topics, tickers, or mentions instantly.
Team Access
Invite up to 10 colleagues with owner, admin, editor, and viewer roles.
Audit Log
Every read, download, hold, and release is logged immutably.
MAZE AI
Per-Client Briefings from Live News
Your client owns Tesla. Tesla had a big day. Maze AI builds a 5-minute audio specifically for them — describing what happened, what's in their portfolio, what your firm said about it. Compliance-safe. Reviewed before publish.
- Matches today's news to each client's exact holdings
- Live prices via OpenBB (Finviz → yfinance → Polygon)
- Firm RAG — your sector outlooks injected as context
- Compliance guards block buy/sell language automatically
- Every run archived to SAGE Vault with full citations
"Good morning, Joyce. Today, your Tesla position is up 3.2%, adding about $760 to your portfolio. The move came after the company reported Q2 deliveries above expectations. Looking at our firm's April EV outlook, we noted strong demand signals in this segment…"
What Advisors Are Saying
Hear from RIAs who transformed their client communication
Since implementing AdvisoryBriefings, our client engagement scores have increased by 340%. Clients actually look forward to their morning briefing.
Michael Chen
The compliance features are exceptional. Built-in disclaimers, automatic archiving — it's exactly what our compliance officer wanted to see.
Sarah Williams
We went from sending quarterly letters to daily audio briefings. Our clients feel more connected to us than ever before.
David Park
The white-label branding is perfect. Our clients think we have an entire production team. The quality is incredible.
Rebecca Martinez
How AI Is Transforming Client Communication for RIAs
Discover why leading advisors are switching to AI-powered daily briefings.
SEC Compliance Checklist for AI-Generated Content
Everything you need to know about staying compliant with AI communications.
5 Ways Daily Briefings Improve Client Retention
Data-backed strategies to keep your clients engaged and loyal.