Turn Your Advisory
Practice Into a Content
Empire.
Create newsletters, podcasts, YouTube channels, and research reports that attract thousands of subscribers. Build a media brand that drives premium advisory relationships.
Modern RIAs build audiences before they win clients. They publish research, newsletters, and podcasts that establish authority. Fundstrat AI helps you create institutional-quality investment content at scale.
You're Building a Media Company. And
an RIA. That's
Two Full-Time Jobs.
Content Volume
Kills Quality
Your clients are sophisticated. They've read the same articles you have. They expect you to go deeper—sector analysis, macro frameworks, thematic research. But creating that takes hours you don't have.
Content Production Eats
Advisory Time
Morgan Stanley has 100 analysts. You have you. Clients expect the same depth of research. You can't hire a research department. You need to be one.
Research Depth Is
Limited by Time
Your audience expects institutional-quality analysis. Deep sector dives. Multi-part research series. Original frameworks. But research takes 10-15 hours per piece. You can't produce enough.
Monetization Is
Challenging
Free newsletter with 8,000 subscribers. 50 listen to your podcast. You attract eyeballs. But converting free subscribers to $10K+/year advisory clients is hard. You need credibility at scale.
Content Infrastructure for
RIA Publishers
Daily Newsletter
Engine
AI drafts daily market newsletters in 3 minutes
Research Report
Generator
Publish institutional-quality reports in 1 hour
Podcast
Script Creator
Full episode outlines with talking points
Comming soonYouTube
Content System
Scripts, titles, thumbnails, descriptions
Comming soonSocial
Media Automation
Turn one research piece into 20 social posts
Comming soonTom Lee's
Research Library
100+ expert annotations to reference
Multi-Asset
Coverage
Create content on stocks, bonds, crypto, commodities
White-Label
Publishing
Everything carries your brand
Your Complete Content
Publishing System
Reporting Powered by AI - Your Content Production Factory
How You Use It:
- - Daily newsletter: 3-minute AI draft → 10-minute edit → publish
- - Weekly research: 5-minute AI draft → 60-minute deep edit → publish
- - Monthly deep-dive: 10-minute AI draft → 3-hour research addition → publish
- - Quarterly flagship: 20-minute AI draft → full day editing → publish flagship report
Monthly Deep-Dive Series
Structure:
- Executive Summary (AI-generated)
- Thesis (You write)
- Supporting Analysis (AI-generated with 8-10 charts)
- Fundstrat Expert View (Cite Tom Lee's latest outlook)
- Historical Context (AI-generated)
- Portfolio Implications (You write)
- Conclusion (AI-generated, you edit)
AI Social Media Agent - Amplify Every Research Piece
How You Use It:
- - Turn one research report into 20+ social media posts
- - Create announcement threads for new content
- - Generate engagement-driving posts
- - Cross-promote across platforms
Your Content Multiplication System:
One Research Report Becomes:
- - 1 LinkedIn article (summary)
- - 1 Twitter/X thread (10 tweets)
- - 5 LinkedIn posts (key insights)
- - 5 Twitter/X standalone posts (charts + insights)
- - 3 Instagram posts (visual charts)
- - 2 YouTube Community posts
- - 1 Reddit post (r/investing discussion)
AI Market Intelligence - Research Content Ideas
How You Use It:
- - Ask research questions to find unique angles
- - Discover non-obvious insights for content
- - Validate hypotheses before publishing
- - Create data-backed arguments
Finding Unique Angles:
- You: "What market patterns are happening now that are historically unusual?"
- AI: "Small-cap value stocks have underperformed for 3 consecutive years—only happened 2 times in last 50 years"
- You: "That's my next research report topic"
Validating Thesis:
- You: "I think healthcare is poised to outperform. Show me historical support."
- AI: "Generates 10 charts showing healthcare performance in similar environments"
- You: "Thesis confirmed. Writing the report."
Creating Original Frameworks:
- You: "Compare sector performance across different Fed policy regimes"
- AI: "Generates comprehensive analysis with 20+ charts"
- You: "This is my new 'Fed Policy Investment Framework'—original research series"
Fundstrat Annotations - Institutional Credibility
How You Use It:
- - Reference Tom Lee in every newsletter and report
- - Cite Fundstrat frameworks for credibility
- - Use expert annotations in your analysis
- - Position yourself as interpreter of institutional research
Your Credibility Strategy:
In every weekly research report:
- Include "Expert View" section citing Tom Lee's latest outlook
- Reference Fundstrat sector annotations
- Show Fundstrat-annotated charts with your additional commentary
- Position: "I interpret institutional research for individual investors"
AI Chart Generator - Create Unique Visuals
How You Use It:
- - Generate custom charts for every research piece
- - Create unique visuals nobody else has
- - Visual storytelling for complex ideas
- - Shareable charts that drive traffic
Your Visual Content Strategy:
- Research Reports: 10-15 custom charts each
- Newsletter: 1-2 charts daily
- Social Media: 5-10 charts per week
- YouTube Thumbnails: Custom chart-based thumbnails
Your Signature Chart Style:
- - Clean, professional design
- - Your logo watermark
- - Consistent color scheme
- - Instantly recognizable
Why Custom Charts Matter:
- - Generic charts = generic content
- - Unique charts = unique insights
- - Your charts get shared = free traffic
- - Build visual brand identity
Multi-Asset Coverage - Cover Everything
How You Use It:
- - Write about stocks, bonds, gold, crypto, commodities
- - Multi-asset newsletter sections
- - Cross-asset research reports
- - Comprehensive market coverage
Your Content Coverage
Daily Newsletter Sections:
- Equities: S&P 500, sectors, individual stocks
- Fixed Income: Treasury yields, credit spreads
- Commodities: Oil, gold, copper
- Crypto: Bitcoin, Ethereum
- FX: Dollar strength
- Macro: Fed policy, economic data
Frequently Asked Questions
Only if you tell them. You edit every draft. Add your voice, insights, stories. The final product is authentically yours. AI is your research assistant, not your ghostwriter.
Yes, if you add value. AI generates foundation (data, analysis). You add thesis, insights, portfolio implications. That's the value. Many publishers charge $19-$49/mo for premium content.
1) Build trust through consistent quality, 2) Segment: Identify high-net-worth readers, 3) Offer free portfolio review for qualified readers, 4) Typical conversion: 0.1-0.5% of free subscribers become advisory clients.
Perfect time to start. Launch with AI-powered content system. Start with weekly (easier), scale to daily once you have workflow. Build audience first, monetize later.
AI generates full episode outlines, talking points, scripts. You record naturally using outline as guide. AI writes show notes, descriptions, social promotion. Complete content system.
You can export our charts to png, svg, jpeg, and pdf. Our chartbooks and reports can be exported as HTML or pdf.
There is no limit! Create as much as you would like.
Yes, feel free to reach out to our data science team via the helper icon on the bottom right of every screen in our service.
