Docs2Video transforms portfolio reports, 401k statements, and retirement projections into branded visual summaries and narrated explainer videos — so clients understand their wealth without calling your office.
They see numbers, charts, and disclaimers — but they can't answer the one question that matters: “Am I going to be okay?”
Nearly half your inbound calls exist because a statement or report created anxiety instead of confidence. That's expensive hand-holding.
Exporting data, building charts in Excel, copying into PowerPoint, formatting for each client. An entire afternoon per household, every quarter.
Drop in any custodial statement from Schwab, Fidelity, Vanguard, or Pershing. Docs2Video extracts holdings, performance, allocation, and benchmarks automatically.
Your firm logo, colors, and compliance disclaimers — wrapped around clear allocation charts, retirement timelines, and performance summaries a 10-year-old could understand.
Clients receive a narrated video walkthrough of their portfolio. They watch it, share it with their spouse, and arrive at the annual review already informed.
Color-coded timelines that show clients exactly where they stand: “You're here, your goal is there, and here's the path.” No spreadsheets, no guessing.
All uploads encrypted in transit and at rest. Source documents are never stored after processing. Your compliance team will sign off on day one.
Add required disclaimers, ADV language, and compliance footnotes to every visual and video. Set it once in your brand settings — it appears on every output automatically.
Auto-generated charts showing portfolio performance against relevant benchmarks. Clients see the big picture without drowning in ticker-level detail.
Give your clients the clarity they deserve. Start free — cancel anytime.