For financial advisors
Show clients the plan, not the chart.
Our founder had a plan with a high-eighties chance of success and an advisor who said he was looking good. He still couldn't bring himself to retire. That gap between a sound plan and a client who believes it is where clients leave. Rewind Portfolio closes it: a film of their own portfolio living through real history, with your name on it.
See the three productsThree products
Start free with Rewind Studio. Add Rewind Connect to meet new retirees, and Rewind Clients to make films for the clients you already serve.
Rewind Studio
Films in your own words and your voice, of a sample retiree going through a crisis, to show prospects.
- Edit what you say at each turning point of the crisis, then approve it.
- Your own voice, or one of our AI guides.
- Choose your sample retiree: their name, their balance, their monthly withdrawal.
Free · three films
Rewind Connect
Retirees who have already watched you handle a crisis choose you.
- Retirees making their film can bring you into it.
- They hear your words, in your voice, at every critical moment for their money.
- With their consent, they come to you with their portfolio and their film.
Coming soon
Rewind Clients
A film of each client's own plan, through a crisis, in your voice.
- Bring your clients in as households, typed in or connected through their brokerage.
- Set up each plan in the same steps a retiree takes.
- Make their film, whole or chapter by chapter.
Free
Free during early access. A Rewind Connect or Rewind Clients subscription lifts Rewind Studio's three-film limit. Subscriptions open at once.Coming later: a quarterly review and a year-end film of each client's own year.
Built for a regulated practice
Similar holdings, real history
A simulation of a portfolio like your client's (its balance, its withdrawal, its plan) through sourced, dated events. No forecasts, no projections.
Documentary tone
Films tell what happened, in order, and every move the plan made. They never recommend a product or a trade.
Your words, your approval
You edit and approve every line spoken in your name. Ready for your compliance review, like anything else you send.
Educational by design
Every film says it is a simulation of an account similar in type, not investment advice. We will work with you on what your compliance review needs.
Start with Rewind Studio. It's free.
Create an advisor account with your firm's details, make your words your own, and hear your first film.
Rewind Portfolio films are educational simulations of accounts similar in type to the one shown. They are not investment, tax, or financial advice, and they contain no forecasts or projections.