For each role
Advisors, operations and compliance each get the updates for their own work.
Financial advisors30 days free. Every feature. No card.
Rule changes and platform updates, to the advisors who need them.
Regulator notices, guidance and changes in the platforms your firm runs, picked for each member’s role.
Sign in with Google or Microsoft. Your first digest arrives tomorrow.
See it landed
Members tap Got it, and answer a quick check on anything that needs action. You see open items by team.
Tell clients first
Send clients a short note on a change that affects them, in your firm’s voice.
What a team like yours follows
Examples to start from. Any member can add a tool or a source of their own, and share a good find with the team.
Tools and software
SalesforceRedtailOrioneMoneyMorningstarMicrosoft 365
Rules and sources
The SECFINRAThe IRSThe Department of LaborState securities regulatorsInvestmentNews
Picked for the role, not the firm.
Operations sees custodian changes. Advisors see what affects client conversations. Compliance sees all of it.
BriefThem keeps your team informed. It is not financial or legal advice, or a compliance system.
Sample update
Rules for client texts are changing
Texts with clients must be kept in an approved app. Check your firm’s messaging policy.
BriefThem for marketing agencies, accounting and tax, law firms, healthcare practices, ecommerce. Not listed? It works for any team that follows outside updates.
Start today. Smarter tomorrow.
30 days free, no card. Free for up to 3 members after that.