Client commentaries, in your voice.
Free for financial professionals. Describe a topic, choose your client's personality, add charts, and download a branded commentary as PDF or Word.
No signup. No data stored. Generated content is yours.
Or start with our investment writing
A concise brief on the investment themes shaping markets right now — not a weekly wrap, but the structural ideas long-term investors should be thinking about.
A balanced look at how a typical balanced portfolio has performed over the last 12 months, what worked, what lagged, and what we are watching next.
A reassuring, plain-language letter addressing the worries clients are voicing right now — volatility, inflation, recession risk, and headline noise.
Instructions
Choose the topic
"Explain why bond yields jumped this week" — or paste a research note you want re-framed for clients.
Pick personality & length
400 to 1,200 words. Grade 8 simpler or Grade 12 substantive. One of six client personalities sets the tone.
Branded PDF, Word, or copy
Add your firm logo and name. Insert charts from your library. Send to clients in minutes.