Brieffolio delivers polished, client-ready newsletters to wealth management, CRE, and advisory firms every month — written in your voice, built on current data, human-reviewed, and AI-accelerated. Starting at $1,200/month.
Brieffolio is in active pilot onboarding. Early firms get direct access to our team, shape the product roadmap, and lock in pilot pricing before public launch. We're keeping the initial cohort small on purpose.
We'll build a free sample brief for your firm before you commit to anything.
Most market commentary is either too generic to build trust or too time-consuming to produce consistently. Brieffolio was purpose-built to fix both — sourcing current financial data, reading the macro narrative, and writing in the voice your clients already know.
Each brief is built from current data sourced from the Fed, BLS, Treasury, and CME — no manual lookups, no lagging data, no copy-paste errors.
Share a few past updates and your brand guidelines. We learn your tone, your house view, and your audience — then write like you, not like a press release.
AI handles the research and drafting. Your team approves. Nothing goes to clients without your sign-off — so you keep the credibility, not just the speed.
Average review time under one hour. Most clients send with minor edits or none at all.
We draft everything. Your team reviews it. Your clients receive polished, credible market content on a consistent schedule — without your team spending days on it.
A concise, plain-English market update written in your voice — ready to drop into your CRM, email platform, or investor list. Subject line, preheader, and all.
A 2–3 page brief with current data, charts, and narrative commentary. Clients keep it on file. Your firm looks like it has a full research team behind it.
An internal one-pager your team uses for client calls, investor updates, and webinars throughout the month. Consistent messaging, no guesswork.
Every plan starts with client-ready newsletters. Growth and Pro clients unlock additional services that make Brieffolio the communications infrastructure behind your entire client-facing brand.
A 30-day editorial calendar delivered at the start of each month with planned topic angles, data hooks, and timing tied to macro events like Fed meetings and CPI releases. Your team always knows what's coming.
Every newsletter edition is repurposed into 3 LinkedIn posts and 5 short-form talking points your advisors can post or share directly. One brief, five touchpoints.
A structured review and sign-off log with timestamped draft versions for every brief. Designed for FINRA-registered and SEC-regulated firms that need a defensible approval trail.
A one-page performance summary showing open rates, clicks, best-performing subject lines, and one recommended improvement for next month. Pulled from your existing email platform.
A branded landing page per quarter tied to your newsletter CTA — designed to capture emails from prospects and grow your firm's list with qualified readers.
The brief ships from your domain, your email platform, and your brand — zero Brieffolio attribution. To your clients, it looks entirely in-house. Available on Enterprise plans.
We train on your voice once, then the system runs every month — so your team goes from raw data to sent brief in under an hour, on a consistent schedule.
Share past updates, brand guidelines, and any tone or compliance guardrails. We map your voice so every draft sounds like something you would have written yourself.
Each cycle we pull fresh data, write your full communication pack, and deliver drafts for a quick review. Most clients approve in under an hour with minor edits or none.
Every plan includes a dedicated voice profile, full drafting, and human-review workflow. No hidden fees. Month-to-month.
For firms sending their first consistent update. Get the fundamentals right before adding more.
Best as a 60-day starter. Most firms upgrade to Growth.
For firms ready to communicate twice a month and build a recognizable content presence with clients.
For established firms that want weekly content, compliance support, and data-driven optimization every month.
For multi-advisor firms, family offices, or teams that need custom cadence, full white-labeling, and dedicated support.
All plans include a free sample brief before you commit. No contracts. Cancel anytime.
Pricing reflects a managed service, not a subscription tool — your firm gets a dedicated team, not just a login.
Whether you're managing a $200M book or closing your next CRE fund, Brieffolio gives your team the infrastructure to communicate like a top-tier firm — without hiring a content team to do it.
RIAs, wealth advisors, and family offices that hold themselves to a high standard of client communication — and want a managed service to maintain that quality consistently, every single month.
IR, brokerage, and capital markets teams that need polished market material for LPs and investors — generated from current data, not recycled talking points from last quarter.
We're onboarding our first pilot firms right now. Request a free sample brief and we'll build one for your firm — no commitment, no credit card, just proof it works.
No commitment. We respond within one business day.