Questions wealth firms ask,
answered directly.
Source material, private distribution, review workflow, disclosures, archive bundles, and engagement shape.
What exactly does ReportReel produce? +
A polished private video briefing from your market note, CIO letter, quarterly outlook, deck, or client update. The typical delivery includes a branded MP4, captions, thumbnail, email-ready summary, and archive bundle.
Who is this built for? +
Boutique wealth advisers, multi-family offices, external asset managers, RIAs, independent CIO offices, and family-office advisory firms that already produce substantive client commentary.
Do you provide investment advice? +
No. We produce videos from your source material and approved language. Your investment, legal, and compliance teams remain responsible for the substance.
Can you work from our existing CIO letter? +
Yes. That is the ideal starting point. We turn the note into a concise video script, then your team approves it before production.
How long is each video? +
Most private client briefings are 2-4 minutes. Event updates can be 60-90 seconds. Quarterly outlooks can be 4-6 minutes when the source material requires more context.
What cadence do you support? +
Most firms use ReportReel as a monthly video desk: usually 2-4 client-ready briefings per month, plus event-driven updates when markets move. We can also scope quarterly or weekly programs depending on how often your team publishes commentary.
Can videos be private? +
Yes. Many videos are designed only for email, client portals, WhatsApp, or advisor follow-up. Public posting is optional.
Can our CIO or founder be the voice? +
Yes. We can use your team's recorded voice, or provide a professional voiceover matched to your firm's tone.
What do we need to send? +
A note, letter, deck, bullet points, or approved commentary. The more approved the source material is, the faster production moves.
Do you support multiple languages? +
Yes. Add subtitles or variants for client groups in English, Mandarin, Japanese, French, German, Arabic, or other languages.
Can you handle disclosures? +
We place your approved disclosures according to your template. We do not create legal or compliance language.
How does review work? +
Every engagement is script-first. Your team approves the words before production begins, then reviews the final cut before anything is marked final or used externally.
How are videos archived? +
Each delivery includes source material, script, approval record, final cut, captions, thumbnail, and disclosure notes so your firm can archive the full package in its own records system.
Do you sign NDAs? +
Yes. NDA is in place before any non-public material is shared. We can use your form or route our standard NDA through counsel.
Do you publish pricing? +
No. Engagements are scoped around cadence, review process, languages, audience, and distribution. Most firms start with a pilot briefing or monthly briefing desk.
Can we start with one video? +
Yes. The pilot briefing is designed for firms that want to test one existing note or deck before committing to a recurring program.
Who owns the video? +
Your firm owns the final delivered assets. We do not reuse your source material, voice, or finished client video in other work.
Want to see what your note could become?
Send a recent market note, CIO letter, or client update and we'll scope the private briefing workflow.
Contact →