Private client video briefings

Make your market view impossible to skim.

ReportReel turns the thinking your firm already produces into polished, private video briefings clients can understand—and advisors are proud to send.

Watch a sample ↓
Private by default Compliance-aware workflow Built around your brand
Briefing studio
In production
AaQ3 Outlook.pdf
12 pages · approved
Hawthorne Private Wealth · Q3

Three signals
shaping the quarter.

Private client briefing02:48
✓
Ready for reviewVideo · captions · summary
00:00
02:48

Designed for firms trusted with consequential decisions

Registered investment advisersMulti-family officesIndependent CIO officesExternal asset managers
The briefing layer

Your expertise already exists.
We make it travel.

The strongest client communication often starts as a dense PDF, a thoughtful deck, or a note from the CIO. We turn it into a concise viewing experience without flattening the substance.

01 Your source material
Aa
CIO letterMonthly perspective
✓
▦
Quarterly deckCharts and allocation
✓
Aa
Market noteEvent-driven context
✓
ReportReel production
NarrativeMotionVoiceCaptions
02 Client-ready output
MONTHLY PERSPECTIVE · 03:12

Clarity for the
quarter ahead.

MP4CaptionsThumbnailSummary
01

Institutional polish

A visual system that feels at home beside your firm’s reporting—not inside a social feed.

02

Private distribution

Made for client email, portals, advisor follow-up, and WhatsApp. Public posting is optional.

03

Review built in

Script and final-cut approvals fit around your existing investment and compliance process.

See the output

Substance, with a
stronger signal.

A market event becomes a focused narrative: what changed, why it matters, the portfolio implications, and what to watch next.

Example briefing

Red Sea disruption,
made clear for clients.

Built from market commentary and delivered as a concise, branded briefing your relationship team can send immediately.

Audience
Clients + advisors
Runtime
1–2 minutes
Input
Market commentary
Delivery
Video + send kit
How it works

A production desk,
without the overhead.

One high-touch workflow from source material to final send kit. Your team keeps control of the message; we carry the production load.

01

Send the thinking

A note, deck, voice memo, research brief, or set of approved talking points.

→
02

Review the narrative

We shape the story in your firm’s voice. Your team approves the script before production.

→
03

Receive the briefing

A client-ready video, captions, thumbnail, summary copy, and an archive-ready source package.

→
04

Put it to work

Share privately by email, portal, WhatsApp, or advisor follow-up. Public cuts are optional.

Private by design

Built for client service—not content marketing.

Every briefing can stay entirely private. We can also create separate public cuts when your firm wants a broader distribution layer.

EmailClient portalWhatsAppAdvisor follow-up
Where it fits

For the moments your
thinking should lead.

ReportReel gives high-value communication a repeatable format— from a steady monthly cadence to the day markets suddenly move.

01

Monthly market view

A consistent voice between review meetings

↗
02

Quarterly outlook

Asset allocation and risk, made easier to absorb

↗
03

Market-moving event

A calm, timely response when clients need context

↗
04

Next-gen education

Investment ideas explained without losing substance

↗
05

Prospect nurture

Your philosophy, presented with institutional polish

↗
06

Advisor enablement

A useful follow-up your relationship team can forward

↗
Compliance-aware

Your review process stays in the room.

You approve the narrative before production, provide the disclosure language, and sign off on the final cut. Every delivery can include an archive-ready bundle.

Explore the review workflow →
Best fit

Small enough to care.
Established enough to have a point of view.

  • Recurring market commentary
  • High-value client relationships
  • A preference for substance over virality
FAQ

Questions wealth firms ask.

Your next briefing

Send us the note.
We’ll show you the reel.

Start with one CIO letter, market update, or quarterly deck. We’ll map the strongest narrative and a production approach for your firm.