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AI Personalised Reels · Portfolio Updates

A personalised portfolio reel for every investor.

Weekly NAV updates, monthly statements that replace the static PDF, quarterly gains visualised — every reel is built from the investor's actual portfolio. Across SIPs, lump-sums, and managed accounts.
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Short, vertical format

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Languages supported

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Message open rate

Spanish

Audio language

$612K

Live portfolio value
For Marcus · Portfolio update
This week

Your portfolio is up $8,400 this week.

Portfolio value$612,400
Week change+1.4%
Top gainerTech Index
The static-statement problem

Your portfolio statement is a PDF. Your investors live on their phone.

The monthly statement is the most under-used asset in wealth management. It arrives as a PDF, takes 3 clicks to download, and gets read by maybe 12% of investors. Meanwhile your investor scrolls through 47 reels on their phone the same evening. The statement is not a paperwork problem. It's a format problem.

A portfolio update isn't a PDF. It's a reel they'll actually watch.

What it does

Every investor gets their own portfolio reel.

Weekly NAV updates, monthly statements, quarterly gains. Delivered to their phone. No app, no login, no install. Across every fund, every transaction, every benchmark.
01 / Data-driven

Feels like it was made just for them

Name, plan, coverage, premium — pulled live from your policy system. Every reel is unique to that customer.
02 / Multilingual

Heard in their own language

English, Spanish, French, Mandarin and more — auto-generated per customer, matched to their preference.
03 / Timed

Cadence-driven

Weekly NAV pulse, monthly statement reel, quarterly gains story. Your wealth team sets the rhythm, we run the motion.
04 / Agent-first

Ends with the next smart move

Every portfolio reel closes by routing the investor back to their named RM or financial advisor — for a real conversation, not a generic rebalance link.
The reel journey

A portfolio journey.
Built to make returns feel real.

Four reels across the portfolio lifecycle. Each one shows the investor what just happened to their money — and what it means for the goal they're saving for.
Recognition

They see their portfolio, not a generic market update.

The reel opens with the investor's actual portfolio value, week-on-week change, and best-performing fund. Not the Dow, not the S&P, not 'markets had a strong week' — their numbers, their funds, their gains. Attention is locked in seconds.
The moment an investor sees their own portfolio value on screen, the reel stops feeling like market news and starts feeling like personal news.
For Sarah · This week
Your portfolio

Total value today

$612,400
Week change+$8,400
Week % +1.4%
YTD +12.8%
For Sarah · Health Policy
What drove the move

Quick view

✓ Tech Index+$3,200
✓ US Equity+$2,800
✓ International+$1,900
✗ Bonds -$400
✓ Net week+$8,400
Performance attribution

They learn what's actually driving their returns.

A walkthrough of the funds that contributed most to this week's move — and the funds that dragged. Not a long table. A visual reel that makes 'why did my portfolio go up' answerable in 20 seconds.
An investor who understands what's driving their returns stops asking 'is now a good time?' They start asking 'is this still the right allocation?'
Goal progress · The Peak

They see how this week pushed them closer to their goal.

The emotional high point. Surfaces how this week's gain translates into the investor's actual goal — retirement, college, home down-payment. Not just 'you gained $8,400.' It's 'you gained $8,400, which is 0.7% closer to your retirement goal of $1.2M.'
The reel that translates a weekly gain into a personal goal is the reel that turns a passive saver into an engaged investor.
For Sarah · Health Policy
Your goal progress

You're now

51% there
Goal Retirement at 65
Target corpus$1,200,000
Current $612,400
For Sarah · Health Policy
Next step

Top up your SIP

Current SIP$500/mo
Suggested top-up+$200
Reach goal 2 years sooner
Tap to confirm→
Action

The next smart move, on screen.

By the time the reel ends, the investor knows their portfolio value, what drove the gain, and how close they are to their goal. The CTA is the obvious next step — top-up the SIP, schedule a review, or just keep going. Each routed back to their named advisor.
A portfolio reel that ends with a clear next step is the difference between an investor who watches and an investor who acts.
Why it lands

Three numbers that change your investor engagement
.

95%+

Message open rate

Delivered directly to the channel your investors already check. The right format, in the right place, at the right moment in their financial life.

8+

Languages supported

English, Spanish, French, Mandarin and more — auto-generated per customer from their data, not a roadmap item.

Measurable

Statement-to-action conversion lift

In managed pilots, AI Personalised Reels produced consistent, measurable gains on this metric vs. legacy reminder workflows. Pilot data shared on request.
Built for wealth

Built around your portfolio system, not  retrofitted into it.

Managed end-to-end by Amplispot. Triggers on account activation, runs the 90-day series, hands off to your advisor. Your team never touches a video editor.

Managed service

Tech, design, and ops handled in-house. You get outcomes, not a tool.


Portfolio & CRM integration

Secure pulls from your portfolio system, CRM, and trade book. Real data, real personalisation, real compliance — across CAMS, KFintech, DST, SS&C, and major wealth platforms.

Multilingual by default

Audio auto-generates in the customer's preferred language. Eight languages supported out of the box, more on request.

Configurable cadence

Weekly NAV pulse, monthly statement reel, quarterly gains story — you set the rhythm, we run the motion across every investor in your book.

Channel-native delivery

No app, no install, no login. A link in a message. A reel player in the browser — on any device, any channel.

Advisor-routing built in

The journey closes by routing the investor back to their named RM or financial advisor, not a generic link.

Enterprise scale

Built for large investor books. Renders personalised reels across hundreds of thousands of investors — every campaign, every cycle.

What you see back

Every tap is a signal. Every reel is measurable.

Unlike a fire-and-forget statement email or quarterly PDF, every reel gives your wealth team a clear view of what actually happened.

Opens

Reels watched

Drop-off points

Advisor clicks

Portfolio actions taken

See a portfolio reel built from a real investor portfolio.

Send us a sample of your investor portfolios and your benchmark mapping. We'll build a live portfolio reel flow for a real investor, so you can see exactly what they'd receive each week, before you commit to anything.

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Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
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