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.
Request Advisor Early AccessThree ways advisors use it
The crisis film comes first. Quarterly and year-end formats follow for advisor customers.
The crisis conversation
Before the next downturn, show a client what their plan would have done through 2008, with their balance and their monthly withdrawal on screen. It is a stronger anchor than any risk questionnaire.
The quarterly review
A short film of the last three months of the client's actual portfolio, set against the news of the quarter. Something to watch together, not a PDF to skim.
The year-end gift
A Year in Review of the client's plan, month by month, with your firm's name on it. A holiday gift a client keeps and shows their family.
White Label - Your Brand. Not Ours.
For your own households, the film is yours. Your firm's name and logo on every card, your voice as the advisor, delivered as a file you send or play in your office. Your clients never see our name. We build it behind the scenes; you review and approve the script before anything is rendered, and it goes through your compliance like anything else you send.
Built for a regulated practice
Real plans, real history
The client's portfolio value, strategy, and withdrawal, replayed against sourced, dated events. No forecasts, no projections.
Documentary tone
Films tell what happened, in order. They never recommend a product, a trade, or a course of action.
Educational by design
Every film carries a clear disclosure that it is a historical replay and not investment advice. We will work with you on what your compliance review needs.
What early access means
We are producing the first 2008 films now and want a small group of advisors to shape the client version: what goes on screen, how the firm is credited, what the disclosure says, and how the film fits a review meeting. Early-access advisors get the first client films and a direct line to the founder.
See how a film is made →Request advisor early access.
Create an advisor account with your firm's details. We'll follow up personally.
Rewind Portfolio films are historical and educational. They are not investment, tax, or financial advice, and they contain no forecasts or projections.