AI-Powered Briefings

Daily Audio Briefings For Your Clients

Deliver daily 6–15 minute AI-generated audio briefings to your clients, branded as your RIA firm. Powered by Google Gemini & ElevenLabs.

Advisor Dashboard
Briefing Sent
2,847 clients reached
Onboarded
65+
Advisors
2000
Daily Listens
99.9%
Uptime
0
Client Churn
100%
SEC Compliant
5.0★
Client Rating
$90M+
AUM Covered
6,000+
Hours Saved
Market Updates
Portfolio Insights
Risk Alerts
Earnings Summaries
Fed Commentary
Sector Rotation
Bond Yields
Crypto Brief
Market Updates
Portfolio Insights
Risk Alerts
Earnings Summaries
Fed Commentary
Sector Rotation
Bond Yields
Crypto Brief
Analytics Dashboard
About Us

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

Our Process

How It Works

Three simple steps to transform your client communication

Connect Your Data
01

Connect Your Data

Link your portfolio management system and select news sources. We integrate with major PMS platforms.

AI Generates Briefings
02

AI Generates Briefings

Our Gemini-powered AI researches markets, analyzes portfolios, and writes a professional script daily.

Deliver to Clients
03

Deliver to Clients

Briefings are rendered as audio and delivered via podcast feed, email, or SMS — however your clients prefer.

Features

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.

Multi-channel delivery (Podcast, Email, SMS)
Portfolio-aware personalized content
Automatic SEC compliance disclaimers
Client engagement analytics dashboard
White-label branded audio player
Smarsh/Archive integration

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

Testimonials

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
Michael Chen
Partner

The compliance features are exceptional. Built-in disclaimers, automatic archiving — it's exactly what our compliance officer wanted to see.

Sarah Williams
Sarah Williams
Managing Director

We went from sending quarterly letters to daily audio briefings. Our clients feel more connected to us than ever before.

David Park
David Park
CEO

The white-label branding is perfect. Our clients think we have an entire production team. The quality is incredible.

Rebecca Martinez
Rebecca Martinez
CFO
Ready to upgrade to Professional (Tier 3)?

Book A Demo

See how AdvisoryBriefings works for your firm. No commitment required.

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SEC Compliance Checklist for AI-Generated Content

Everything you need to know about staying compliant with AI communications.

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Data-backed strategies to keep your clients engaged and loyal.