From Market News to Your Client's Ears
Every morning, while you sleep, we collect the most important financial news, craft a personalized briefing, and deliver it directly to your clients — on channels only they can access.
Three Steps to Daily Engagement
No technical setup. No content creation. Just connect and let the magic happen.
We Collect & Filter the News
Before the markets open, our Gemini AI scans hundreds of financial news sources — from market data feeds to regulatory filings. It filters out noise and identifies the stories that matter most to your clients' portfolios and interests.
Never miss a market-moving story again — your clients hear it first.
Gemini AI Crafts Your Briefing
Our Gemini AI transforms raw news into a warm, conversational audio script tailored to your firm's voice, tone, and focus areas. It weaves in your firm name, your advisor's message for the week, and your SEC disclaimer — so every brief feels like it came from you, not a machine. Clients hear familiar language, familiar values, and familiar care.
The briefing sounds like you — because it's built around you.
Delivered to Private Channels
The briefing is delivered to each client's personal channel — their WhatsApp, their private podcast feed, or your branded web player. Every delivery is timed to their local morning routine.
Your clients wake up to their briefing, not the Wall Street Journal.
Your client's personal WhatsApp — the briefing arrives as a private voice message they can listen to anywhere, anytime. No app download needed.
Private Podcast
A branded podcast feed unique to each client. They subscribe once in Apple Podcasts or Spotify and never think about it again. The ultimate retention tool.
Web Player
A beautiful branded audio player on your company's website — with waveform visualization, full transcript, and a 30-day archive. No login needed.
SAGE Vault
Every briefing is automatically archived to your compliance system before delivery. Smarsh, Global Relay, and SEC Marketing Rule compliant from day one.
Compliance Is Automatic, Not Optional
Every briefing is archived to your compliance system before it ever reaches a client. The archive includes the full script text, the rendered audio file, delivery timestamp, and recipient list. SEC Marketing Rule 206(4)-1 compliant from day one. You can pause any individual briefing for compliance review before it goes out.
Ready to Transform Your Mornings?
Book a demo and see how AdvisoryBriefings works for your company. No commitment required.