One page a week that tells your clients what's happening in their world and what it means for them. I run the news-and-data engine behind the scenes; your firm gets the credit.
Who it's for
Built first for financial advisors and firms whose clients pay them to stay informed. Every brief is tuned to one business's world — its market, its competitors, and the questions its clients are actually asking this week — and delivered looking like it came from you.
How it works
We set your market, keywords, competitors, and the client niche you serve.
Each week I pull the news and data that matter, distill it to one page, and ground every claim in a real source.
It lands ready to forward to your clients — your logo, your voice, your relationship.
What you actually get
Here's a real sample brief for a business-owner & exit-planning practice — the exact format your clients would receive each week, branded to your firm instead.
Sample uses a fictitious firm and public market data. Your brief is tuned to your market, your clients, and your brand.
Pricing
The monthly is a fully-managed service — curation, weekly delivery, and hosting included — so it runs itself and stays accurate.
The Custom tier
Step up to a custom intelligence build and your firm gets a private dashboard — multiple briefs and audiences, live signal tracking, and email / Slack / CRM delivery, all managed by me behind the scenes.
Illustrative concept of a custom-built console, shown with a fictitious firm and sample data. Built to your firm, your audiences, and your integrations.
I'll produce one actual brief for your firm, on this week's real news, so you can see it before you decide.