Own every market
your advisors live in.
A team of advisors publishing videos in their own markets builds more trust than anything the firm can buy. Sage makes this scalable for as many advisors as you choose.
Your advisors don't need experience. They need a system.
Most of the advisors below had never been on camera before using Sage. This is what they produce now, through the same video production workflow your whole firm could use.
6 Steps to a Published Video. Sage streamlines every one.
or hand it off entirely.
The AI agents behind every advisor's output.
Each advisor gets the same set of agents, trained on their own voice and your firm's compliance guidelines. That's how a firm publishes in dozens of distinct voices without a marketing team writing every script.
Never run out of video ideas.
Sage's Ideation agent generates endless video topics tailored to your expertise, your audience, and your goals. Choose between evergreen ideas that stay relevant for months or timely ideas pulled from trending news and market events.
Every idea is shaped by your Sage Profile, so you're not getting generic suggestions. You're getting topics your ideal clients actually care about.
Every advisor gets the whole platform. The firm gets the layer above it.
Four roles, one workflow.
Not everyone in the process needs to be on camera. Assign the seat that matches the job.
OF ANY USER
Review fits your process, not ours.
Every firm handles review differently. Sage gives your compliance team a free coordinator seat inside the same board the advisors work in, then gets out of the way. You decide how much of it is enforced.
We're happy to integrate with your firm's preferred compliance and archiving solutions, so your review workflows, approvals, and records fit within your existing systems.
What teams are saying.
Live in a week. Publishing in a month.
You are not buying a tool and hoping adoption happens. We run four live onboarding sessions in your first month, walking every advisor through the platform, answering their questions in real time, and helping them create their first videos.
What it costs to give every advisor a production team.
A production team for every advisor: ideation, scripts, recording, editing, video packaging, and posting. Set your advisor count below to see your firm's first invoice.
| CREDITS | PRICE | PER CREDIT | SAVINGS | |
|---|---|---|---|---|
| 10 | $500 | $50.00 | · | |
| 50 | $2,375 | $47.50 | 5% off | |
| 100POPULAR | $4,500 | $45.00 | 10% off | ✓ |
| 200 | $8,000 | $40.00 | 20% off | |
| 300 | $11,250 | $37.50 | 25% off | |
| 500 | $17,500 | $35.00 | 30% off |
A rollout should pay for itself.
Across a team, the math gets easier, not harder. You are not asking one advisor to close enough business to cover the whole firm. You are asking each advisor to close a couple of clients a year from being visible.
Firm-wide video breaks in three places.
Not because advisors don't want to be on camera. Because nobody owns the process after the kickoff call.
Before you bring it to the committee.
Your advisors are ready. The system is the only thing missing.
Book a rollout call to spend 30 minutes with the platform, get your questions answered, and leave with a rollout plan sized to your firm. Bring your compliance team, we're used to the questions.