Maze AI
Per-Client Briefings from Live News
The first AI agent built specifically for advisor podcasts. Maze reads your client’s portfolio, today’s news, and your firm’s commentary — then drafts a 5-minute compliance-safe transcript you approve before publish.
The Problem We Solve
Most advisors send the same briefing to every client. Maze AI changes that.
- •You send the same generic market update to all 200 clients. One message. No personalization.
- •Joyce's Tesla position is up 4%. She has no idea — because you didn't mention it.
- •Clients feel like a number, not a person. Engagement drops. Referrals dry up.
- •Your team spends hours writing briefings manually — or skips them altogether when markets move fast.
- •Clients call you asking "what does this mean for me?" — you can't answer everyone at once.
- •Every client gets a 5-minute briefing built around their actual holdings and today's news.
- •Joyce hears: "Your Tesla position is up 4%, adding $920 to your portfolio this week."
- •Clients feel seen. They refer friends. Retention becomes your competitive advantage.
- •Maze AI drafts everything automatically — you just review and approve in seconds.
- •Your clients already have the context before they call you — better conversations, less reactive support.
From News to Client Audio in Minutes
Maze AI handles the heavy lifting — you just review and approve. No manual research, no writing, no recording.
Scan
AI reads the market so you don't have to
Every morning, Maze scans hundreds of news sources and matches headlines to your clients' actual holdings.
Pull
Real data. Live prices. No guesswork.
Live quotes via OpenBB, firm documents via RAG, and exact portfolio weights — all pulled in real time.
Draft
A 5-minute briefing written just for Joyce
Maze drafts a compliance-safe, portfolio-specific transcript with citations. No buy/sell language. Ever.
Review
You're always in control
Read the transcript, tweak a sentence, hit approve. Nothing reaches your client without your sign-off.
Deliver
Your voice. Your brand. Their inbox.
Audio renders in seconds. Sent via podcast feed, email, or WhatsApp — and archived to SAGE Vault automatically.
What Maze Will Never Say
- “We recommend buying TSLA”
- “You should consider selling AAPL”
- “It’s a good time to buy NVDA”
- “This is a tax-loss harvest opportunity”
- “Target price: $200”
- “Your TSLA position is up 3.2%, adding $760”
- “The news today touched on AAPL, which is in your portfolio”
- “Looking at our firm’s view: EV demand was...”
- “If you have questions, your advisor is the right person to ask”
Compliance Built-In
SAGE Vault Archive
Every Maze run archived in SAGE (R2) + Google Drive + Smarsh-ready. Immutable audit trail.
Source Citations
Every line traces to a holding, news story, or firm document. Full provenance for compliance review.
Pre-Publish Review
No auto-publish. Every transcript requires advisor approval before audio is rendered and sent.
See Maze AI In Action
Pick a synthetic client persona. We’ll generate a compliance-safe portfolio briefing using today’s real news — no signup required.
1. Pick a client portfolio type
2. Generate the briefing transcript
Maze AI will match today’s news to the portfolio, fetch live prices, and draft a ~5-minute compliance-safe script.
Maze AI is included in Growth & Professional plans.
Per-client, compliance-safe briefings from live news — available on Growth and Professional.