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daily Brief

Our flagship product: this is where Finimize's story started.

In-house expert analysts break down the two most important financial news stories of the day in quick, jargon-free blasts. Accessible for all levels of financial literacy and short enough to read on a daily commute, stories mainly focus on macroeconomic happenings and news about publicly-traded companies. And without any tilt toward specific assets, regions, or political leanings, they're designed to best inform investors about what's happening in markets – and why it matters.

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Why Daily Brief?

Goal one: Condensed global and macroeconomic news keeps time-poor readers up to date with wider financial trends
Goal two: Company-specific rundowns help readers understand the impact of changing markets, allowing them to invest smarter

How Does It Work?

Two curated news stories every weekday, and one weekly wrap-up
All content available in text and audio
Delivered to readers via our app, website, and daily newsletter

How can you bring this content into your channels to engage your customers?

Option one: Manually pull content via Finimize Website
Option two: Fully automated via API
Option three: Fully automated via Finimize Premium App

analyst insights

Where our experts really flex their analytical muscles.

Our analyst team writes one short and one long-form insight every day, focused on trending financial topics that – based on community data – are likely to engage and delight daily readers. That could be expert-backed strategies, basics like commodities, individual stock spotlights, and anything in between. Along with their own expertise, analysts break down research from major investment banks such as Goldman Sachs and JP Morgan to produce topical, interesting, and actionable insights.

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Why Analyst Insights?

Goal one: Direct spotlights on trending topics and investment ideas give readers an edge when it comes to spotting new opportunities
Goal two: Walk-throughs of professional techniques and expert-backed strategies help investors enhance their current processes

How Does It Work?

One topical long-form insight a day, roughly a six-minute read
One more timely – sometimes trending – short-form insight a day, roughly a two-minute read
Available in text and audio, delivered to readers via our app, website, and daily newsletter

How can you bring this content into your channels to engage your customers?

Option one: Manually pull content via Finimize Website
Option two: Fully automated via API
Option three: Fully automated via Finimize Premium App

Educational
How-to Guides

Designed like a book with multiple chapters, and perfect for referring to during an investment journey.

High-quality, well-researched, evergreen education and analysis spans a vast range of subjects, including – but not limited to – introductory economics, personal finance, stock valuation, thematic and industry-focused investing, and technical analysis.

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Why How-to Guides?

Goal one: Comprehensive starting point for new investors
Goal two: Evergreen guides that seasoned investors can refer to as they explore different assets, techniques, and strategies

How Does It Work?

Library of more than 100 evergreen educational guides
Content's clearly organized by specific goals (like "Getting Started With Investing") and themes (like "Alternate Investments")
Available via our website and app

How can you bring this content into your channels to engage your customers?

Option one: Manually pull content via Finimize Website
Option two: Fully automated via API
Option three: Fully automated via Finimize Premium App

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