Built for financial advisors
Your clients get a polished market brief every week. You spend 60 seconds.
Pick the topics your clients care about — market trends, retirement planning, tax strategy. We research, write, and format a branded briefing that goes out on your schedule. Your clients stay informed. You stay top-of-mind.
Here's what your audience sees every week:
Issue #14. Your clients think you wrote this over the weekend.
Trusted by professionals at
“My clients started forwarding my briefs to their friends. I've gotten three referrals from a newsletter I didn't even write.”
“Compliance reviewed it and approved it in a day. The sourcing is better than what most analysts put out.”
The market update you keep meaning to send
Every advisor knows they should keep clients informed between meetings. And every advisor hits the same wall: finding the time to actually do it.
"I sent one good market recap in January. Then Q1 got busy. My clients haven't heard from me since."
"I read five market commentaries a week, but I'd never forward them as-is. They need to be rewritten for my clients, and I never have time."
"A prospect asked what I do to keep clients informed between reviews. I didn't have a great answer."
SendSignal makes it automatic. Set a topic, pick a schedule, and your clients get a polished, branded market brief that looks like you spent your weekend writing it. Every week. Without fail.
What happens when clients don't hear from you
The average advisor spends 2–3 hours per week staying current on markets — reading commentaries, scanning news, filtering signal from noise. At a blended rate of $150/hour, that's $1,200–1,800/month in your time alone.
And that's just the reading. Writing it up, formatting it for clients, and making sure it's compliant? Most advisors never get that far.
The result: clients who feel neglected between annual reviews, prospects who choose the advisor who 'communicates better,' and AUM that walks because the relationship felt transactional.
SendSignal costs less than a single hour of your time. And it runs every week whether you're in client meetings or on vacation.
Set it up once
Set it up once. Look sharp every week.
Pick your topics
"Market outlook." "Retirement planning trends." "Tax-loss harvesting." Choose one topic or five — each one becomes a recurring brief for your clients.
Set your schedule
Weekly on Mondays? Biweekly before client meetings? You decide when clients hear from you. SendSignal researches and writes a fresh brief on schedule.
Review in 60 seconds
Each brief lands in your inbox first. Scan it, tweak a line if you want, run it by compliance, or just hit send. It's ready to go.
Clients stay informed
Branded with your name and firm. Trackable opens. Your clients get smarter every week, and you're the advisor who made it happen.
What happens after 8 weeks of SendSignal
Week 1
Your clients are surprised — "Huh, my advisor sent a market brief."
Week 4
It becomes expected — clients start mentioning your briefs during review meetings.
Week 8
A client refers their colleague — "My advisor sends the best market updates. You should talk to them."
That's the compounding effect of consistent client communication. SendSignal just makes sure you actually do it.
Everything you need to keep your audience informed
Recurring Market Briefs on Autopilot
Pick a topic, set a frequency, and forget about it. Your clients get a freshly researched market brief on schedule — every Monday, every other Friday, whatever works.
AI-Powered Market Research
Each issue pulls from dozens of financial sources and distills them into a structured brief — TLDR, Key Takeaways, and What To Watch — that reads like you wrote it yourself.
Review & Edit (or Auto-Send)
Every brief hits your inbox first. Tweak any section to match your voice, run it by compliance, or turn on auto-send and let it run hands-free.
Branded to Your Firm
Your name, your firm's branding. Nobody needs to know there's an AI involved. It just looks like you're incredibly well-read.
Open Tracking & Analytics
See which clients actually read your updates. Finally, real data on engagement instead of guessing who's paying attention.
16 Writing Styles
From clean and executive to conversational and approachable. Each style controls the writing voice and layout — pick the personality that fits your client base.
See what your audience would receive
The 60/40 Portfolio Is Evolving — Here's What's Replacing It
Quick Take
The traditional 60/40 stock-bond allocation is under pressure as correlations between equities and fixed income have shifted. Leading asset managers are incorporating alternatives — private credit, real assets, and liquid alts — to rebuild the diversification that bonds used to provide.
Context
The 60/40 model worked for decades because stocks and bonds moved inversely. But since 2022, that relationship has broken down. BlackRock's latest capital market assumptions show bond-equity correlation at +0.3 — meaning bonds aren't cushioning stock losses like they used to. This has pushed advisors toward a 50/30/20 model (equities/fixed income/alternatives).
Key Highlights
- •Bond-equity correlation at +0.3 per BlackRock — the highest sustained positive correlation since the 1990s, undermining the core 60/40 thesis
- •Private credit AUM hit $1.7T up 23% YoY, as advisors seek yield without duration risk
- •Vanguard launched its first alternatives ETF signaling that even index-fund purists see the shift coming
- •Morningstar data shows 60/40 returned just 4.2% annualized over the past 3 years — below inflation for most of that period
What To Watch
Q2 earnings season and the June Fed meeting will be pivotal. If rates stay elevated, expect accelerated flows into private credit and real assets. Also watch Schwab's upcoming RIA benchmarking study for data on how top advisors are reallocating.
Sources
BlackRock Capital Market Assumptions • Morningstar Direct • Wall Street Journal • Bloomberg • Vanguard Research
This brief was generated in under 60 seconds. No editing required.
“Can't I just use ChatGPT?”
Doing it yourself
- Open ChatGPT, write a prompt, iterate 3-4 times to get decent market commentary
- Copy-paste into an email, fix formatting, add disclaimers manually
- No sources cited — you can't verify any claims for compliance
- No branding — looks like an AI dump, not a professional advisory communication
- No scheduling — you have to remember to do this every week between client meetings
- No tracking — no idea if clients actually read it
SendSignal
- Type a topic once. That's it.
- Professionally formatted, ready to send to clients
- Every claim linked to real financial sources
- Your name, your firm's brand, your advisory voice
- Runs on autopilot — never miss a week, even during tax season
- Open tracking and analytics built in
ChatGPT gives you a wall of text. SendSignal gives you a researched, formatted, branded market brief that's ready to send to clients — with real sources, your firm's branding, and delivery scheduling.
Built for financial advisors. Not marketers.
This is for you if…
- You're an RIA, wealth manager, or financial planner who wants clients to stay informed between meetings
- You've been meaning to send regular market updates but can't find the time between client work
- You want prospects and clients to see you as the advisor who always knows what's going on
- You value client retention without spending your weekend writing market commentaries
This probably isn't for you if…
- You're looking for a mass email marketing tool (try Mailchimp)
- You want to grow a subscriber list for lead gen (try Substack or beehiiv)
- You enjoy spending 3 hours a week writing market commentaries from scratch
- You need a full CRM or financial planning tool
Less than your team's weekly coffee order
Three plans. No trials. Pick the one that fits and start sending polished briefs today.
Brief
Everything you need to start sending.
- 3 briefs per month
- 1 writing style
- 10 audience members
- Basic analytics
- Email delivery
Less than a fancy coffee. Your audience gets smarter every week.
Briefing
For the professional who's done being inconsistent.
- 12 briefs per month
- All 16 writing styles
- 50 audience members
- Full analytics & open tracking
- Regeneration
- Custom email branding
- Auto-send & scheduling
$1/day to never miss a weekly update again.
BriefingRoom
Unlimited everything for your entire team.
- Unlimited briefs
- All 16 writing styles
- Unlimited audience
- Multiple topics & schedules
- Team collaboration
- Priority support
- Advanced analytics
One hour of a consultant's time. Unlimited weekly briefings.
Frequently asked questions
Is the content compliant for RIAs and broker-dealers?
SendSignal generates factual, source-cited market commentary — not personalized investment advice. Most compliance teams treat it like a curated market newsletter. We recommend running your first brief by compliance (it typically takes one review to get approved). The content never includes buy/sell recommendations or performance projections.
What financial sources does it pull from?
Each brief draws from major financial publications, central bank communications, regulatory filings, and institutional research — Bloomberg, WSJ, Fed releases, SEC filings, and more. Every claim is linked to its source so you and your compliance team can verify.
Will my clients know it's AI-generated?
No. Briefs are branded with your name and your firm's identity. The writing styles are designed to feel human and editorial — not like AI output. Your clients will think you spent hours on it.
Can I edit the brief before sending to clients?
Yes. Every brief hits your inbox first. You can tweak headlines, rewrite sections, add your own market commentary, or just hit send as-is. You can also turn on auto-send if you trust the output.
How is this different from Morning Brew or other financial newsletters?
Those are mass-market newsletters with their branding. SendSignal creates briefs branded to YOU — your name, your firm, your voice. Your clients see it as your expertise, not a third-party newsletter they could subscribe to themselves.
Can I send different briefs to different client segments?
Yes. Create separate briefs for different topics and audiences — one for retirees focused on income strategies, another for business owners on tax planning. Each brief has its own topic, schedule, and audience list.
Is there a free trial?
We don't do free trials because the product doesn't make sense without seeing a real brief. Instead, you can generate a free sample on any topic before you pay anything. If the sample impresses you, pick a plan. If it doesn't, no hard feelings.
Your clients are waiting to hear from you. This week.
Not next quarter. Not after your next client review. Your first market brief takes 60 seconds to set up — and it'll keep showing up every week after that. No credit card required for your sample.