Wealth management product video

Wealth management product video

Show advisers and clients the portfolio view, the allocation and the reporting your platform gives them.

Three-day trial · Card required · Three 30-second films

In plain terms

What Frame24 is
Show portfolio review, the decision context and client reporting in a wealth management film. Use fictional assets and avoid promised investment returns.
Best for
Adviser platforms and asset managers who need a product-led film made from approved material, in their own brand.
How it differs
Asset-management viewers will notice when risk is missing from a growth story. Agree the disclosure wording before designing the scene so it can remain legible in every aspect ratio.

The scenes that make the argument

The scenes that make the argument

Three scenes carry a short product film: where the viewer starts, the action in your product, and the result.

Wealth management product video
SceneWhat to show
Portfolio contextSupply a clearly labelled illustrative portfolio, with period, currency and source context visible.
Allocation viewShow an allocation, reporting or adviser workflow without suggesting that a chart predicts returns.
Risk and reportingEnd on a report or review action with its risk context. Hold explanatory labels at a readable size.

A concrete storyline

A concrete storyline

For example: an adviser reviews a sample portfolio's allocation and prepares a client report. The film demonstrates the software's reporting workflow. If performance is shown, it needs separately approved evidence and wording; a simulated chart is not a track record.

The buyer objection to answer

The buyer objection to answer

Asset-management viewers will notice when risk is missing from a growth story. Agree the disclosure wording before designing the scene so it can remain legible in every aspect ratio.

How it works

How it works

01

Paste your website

Frame24 reads your positioning, colours, type and logo, and proposes a few ways to tell the story.

02

Add your product

Screens captured from your running app — in Frame24's secure browser or by your coding agent — become the scenes.

03

Review and revise

Watch the film in the browser, describe any change in plain words, and render the version you approve.

A real pipeline example

Klaro

Klaro illustrates a financial-operations story using product UI. It is a real pipeline example, not an investment recommendation, customer testimonial or proof of financial results.

Klaro · 9:16

Public prices in US dollars

Public prices in US dollars

Frame24 bills in USD. The trial converts to the chosen paid plan; review the terms before starting. Credits settle at measured production cost, so they are not a fixed number of films.

OptionPrice in USDWhat is included
Trial$0Three-day card-required trial: three 30-second films, no downloads or generated media
Creator$39 per month450 production credits
Pro$149 per month2,000 production credits
Studio$399 per month6,000 production credits
One 30-second film download$20One 30-second film download

Standard films are 30 or 60 seconds; more than 30 requires paid access. Text and narration support eleven selectable film languages. No native regional accent or bulk translation workflow is promised.

Frame24 does not provide investment advice, calculate suitability or validate performance claims.

Frame24 has an OAuth MCP server for Claude Code, Codex, Cursor, VS Code Copilot, Gemini CLI and Windsurf. ChatGPT, Claude and Gemini have custom-connector setup guides. Perplexity connector support is not claimed. MCP (English)

Questions

Answered plainly.

What should a wealth management product video show?

Show portfolio context → allocation view → risk and reporting. Supply a clearly labelled illustrative portfolio, with period, currency and source context visible. End on a report or review action with its risk context. Hold explanatory labels at a readable size.

How do I prepare material for a wealth management product video?

Use your website and approved product material, then supply the actual screens or images for the job. Show an allocation, reporting or adviser workflow without suggesting that a chart predicts returns. A public URL alone does not expose private application screens.

Can Frame24 replace specialist review for a wealth management product video?

Frame24 does not provide investment advice, calculate suitability or validate performance claims. Review the final claims and supplied assets with the people responsible for the product before publishing.

How much does Frame24 cost?

Three-day card-required trial: three 30-second films, no downloads or generated media. Creator: $39 per month. One 30-second film download: $20. Frame24 bills in USD. The trial converts to the chosen paid plan; review the terms before starting. Credits settle at measured production cost, so they are not a fixed number of films.

Make the film from your evidence

Start with your website and approved source material. Check the scenes and claims before rendering.

Start your trial Three-day trial · Card required · Three 30-second films