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Private previewDaily Markets Brief
The morning markets brief your advisers should be reading, written by your investment team, sent before the first meeting.
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Advisers go into client meetings every morning. Clients ask 'what's going on with markets?' and 'should I be worried about [the headline]?' The adviser needs a credible, firm-aligned answer. Not a generic news feed; a view that lines up with the firm's house view.
Investment teams could write a daily brief, but no one has the time to do it well every day, every market. So advisers either skim the news at 7am themselves or improvise — and the firm's voice is missing from the conversation.
Where firms do produce a daily, it's a side-of-desk job that drifts in quality and consistency.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
- 01
Pull overnight markets and headlines
Asset prices, rates, FX, commodities, and the day's headline news pulled from market data providers and curated news sources.
- 02
Filter against the firm's positioning
The firm's house view, model positioning, and watch list narrow the brief to the things actually relevant to your clients' portfolios.
- 03
Draft the brief
A short, structured note covering overnight moves, today's key events, and a short take from the firm's perspective. Same shape every day; written in the firm's voice.
- 04
Investment review
Investment team reviews and edits the draft. Approval before send is preserved as a human gate.
- 05
Dispatch before market open
Sent to advisers as an email and pinned to the assistant so any adviser query before a client meeting starts with the firm's morning view.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Investment team time per day
With Synthex
Before
Not produced or improvised
Drag to compare
Adviser preparedness for client questions
With Synthex
Before
Generic news feed
Drag to compare
Consistency across advisers
With Synthex
Before
Each improvises
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Cadence
With Synthex
Before
Ad hoc
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Investment team time per day
Not produced or improvised
Under 15 minutes to review
Adviser preparedness for client questions
Generic news feed
Firm's house view in their inbox
Consistency across advisers
Each improvises
One voice, every morning
Cadence
Ad hoc
Every market open
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