Your clients deserve to understand their money
Docs2Video turns a portfolio report or plan into a short narrated video in plain language — with your branding and your client’s name on the cover.
2,500 free credits to start — about 1 videosSee one play
Sound familiar?
Reports are full of tables
Returns, allocations and projections are hard to read without someone explaining them.
The same questions, every quarter
“Am I on track?” often needs a call just to walk through the report.
Review prep takes time
Turning a report into something a client can follow usually means building slides by hand.
Three steps to clarity
- 01
Upload your portfolio report
A PDF, Word file or PowerPoint. It reads the whole document and finds the points that matter.
- 02
Check the script, pick a style
Read the narration and change anything before the video is made. Add your logo and your client’s name.
- 03
Send one link
Your client watches on any phone or laptop — no app, no login. You get an alert when they open it.
Before & after Docs2Video
Built for financial services work
Uses financial services wording
The script is written in plain language with the terms your field uses — like portfolio, allocation, diversification.
Adds the fine print
A standard financial services disclaimer is added to the video for you.
Your brand, your real logo
Your uploaded logo (never an AI-drawn one), your colors, and your client’s name on the cover.
A share page, not just a file
One link that plays on any phone or laptop, with an optional booking button and a quote with your own payment link.