Finance (Wealth and advice), Adviser's letter
The quarter in the adviser's own words as a post, in a calm private office look: the letter's date under the headline and one paragraph on an engraved sheet, complete on the first frame, paged when it is long and never set smaller than a reader can read, signed with the adviser's name and role beside the presenter's portrait. The firm's legal line stays at the foot throughout, with a past performance warning when the letter needs one, before the button. Fourteen seconds.
| Template | Finance (Wealth and advice), tpl_509f3afb0e65 |
|---|---|
| Variant | Adviser's letter |
| Version | 1.0.0, the newest: what a channel following this variant draws |
| Shapes | 9x16, 4x5, 1x1, 16x9, 2x3 |
| Length | 14 seconds |
Example video
The 1x1 cut of this variant, drawn from its own worked example. Open the video on its own.
What it accepts
The quarter in your adviser's own words: one paragraph on a letter, paged when long and never set smaller than a reader can read, signed with the adviser's name and role beside the presenter portrait, and dated. Your legal line stays at the foot, with a past performance warning if you send one. Fourteen seconds. metaData is never drawn.
| Field | Type | Required | Limit | What it is |
|---|---|---|---|---|
clipData | group | yes | Clip data: Everything drawn in the clip: the headline, the date, the letter, the adviser's name and role, the call to action and your legal line. | |
clipData.section | text | up to 32 characters | Section: The section in the header, beside your title line, such as Client letter. | |
clipData.kicker | text | up to 40 characters | Kicker: A short line above the headline, such as Quarterly letter. | |
clipData.headline | text | yes | up to 64 characters | Headline: What the letter is about, set large. Describe the quarter; never promise a result here. |
clipData.date | datetime | yes | Date of the letter: The day the letter is dated, such as 2026-10-01T09:00:00+01:00. It is written out in the channel's language under the headline. | |
clipData.letter | text | yes | up to 520 characters | The letter: The quarter in one paragraph, in your adviser's words. A long letter turns pages; none is shortened. If it quotes a return, keep to complete periods, name the period and the fee level in the text, and send the past performance warning below. |
clipData.signedBy | group | yes | Signed by: Who signs the letter. The portrait beside the name is the brand's presenter picture. | |
clipData.signedBy.name | text | yes | up to 40 characters | Name: The adviser's name, such as Charlotte Ashby. |
clipData.signedBy.role | text | yes | up to 48 characters | Role: The adviser's role, such as Chartered wealth manager. |
clipData.pastPerformance | text | up to 260 characters | Past performance warning: Send this when the letter mentions a return: that past performance is not a reliable indicator of future results, as your regulator asks. Shown first in the warnings at the foot throughout. Leave empty when the letter quotes no return. | |
clipData.cta | group | Call to action: The button at the end and the line under it, such as a web address, a handle or a phone number. | ||
clipData.cta.label | text | yes | up to 28 characters | Button: What the button says. |
clipData.cta.detail | text | up to 48 characters | Line under it: An address, a handle, an app, a phone number. | |
clipData.legal | text | yes | up to 400 characters | Legal line: Who authorises and regulates you, and that capital is at risk, as your regulator asks. Shown at the foot from the first frame to the last; a long line is set smaller, never cut. |
clipData.footnote | text | up to 200 characters | Small print: Any other line that must be shown, such as that the letter is general and not personal advice. | |
clipData.look | group | Look: How the clip looks and moves. The same six switches in every format (theme, pace, corners, alignment, logo, logo size). Leave any out for the package's default: the brand's colours, calm, softly rounded, centred. | ||
clipData.look.theme | enum | brand, light, dark, bold | Theme: Brand: your brand's own colours and background. Light or dark: a page tinted with your brand colour. Bold: your brand colour as the page. | |
clipData.look.pace | enum | calm, standard, punchy | Pace: How things arrive: calm fades, a standard rhythm, or punchy slams and hard cuts. | |
clipData.look.corners | enum | square, soft, round | Corners: The shape of cards, pictures and buttons. | |
clipData.look.align | enum | start, centre | Text alignment: Where the text lines up. | |
clipData.look.logo | enum | auto, free | Logo: The style's own: the logo on a small plate so it reads on any page. As it is: the logo whole, with no plate, frame or crop, for a logo made to stand on the page, such as one with a transparent background. As it is, make sure your logo reads on the page of the theme you choose. | |
clipData.look.logoSize | enum | auto, small, large | Logo size: Standard is the style's own size. Small draws the logo a fifth smaller, with its plate. Large draws it a quarter larger wherever the style has room for it, and at the standard size where it has none. | |
metaData | group | Meta data: Everything about the post that is never drawn in the clip: its title, its description in four lengths, one per kind of platform, and its hashtags. Reelwire adds the brand's description, link and hashtags after it. Left out, the post text is generated from the clip data. | ||
metaData.title | text | up to 100 characters | Title: Used where the platform has a title of its own: Facebook Feed, LinkedIn, Pinterest and YouTube. Up to 100 characters, which every one of them takes. | |
metaData.captionTiny | text | up to 200 characters | Tiny description (Pinterest, Threads, X): Up to 200 characters. The brand's description, link and hashtags follow it within the platform's limit. | |
metaData.captionShort | text | up to 500 characters | Short description (Telegram, Threema, WeChat, WhatsApp): Up to 500 characters. The brand's description, link and hashtags follow it within the platform's limit. | |
metaData.captionMedium | text | up to 1500 characters | Medium description (Discord, Facebook Reels, Instagram, LinkedIn, Signal, Slack, TikTok): Up to 1500 characters. The brand's description, link and hashtags follow it within the platform's limit. | |
metaData.captionLong | text | up to 4000 characters | Long description (Facebook Feed, YouTube): Up to 4000 characters. The brand's description, link and hashtags follow it within the platform's limit. | |
metaData.hashtags | list | up to 15 | Hashtags: Written without the #. Up to 15, which every platform takes. | |
metaData.hashtags[] | text | up to 60 characters | Hashtag |
locales carries other languages: under each language code, the parts of clipData and metaData that differ, laid over the default, so a language with no copy still renders.
A picture is always a file from your media library: media:// followed by its id or its name.
Anything the table does not list is refused, and so is anything over its limit, with a 400
schema_validation error that names the field.
Ask Reelwire for the whole JSON Schema, the document your content is checked against, without signing in:
curl "https://app.reelwire.io/v1/formats/template/tpl_509f3afb0e65?variant=Adviser's%20letter&version=1.0.0"
Delivery JSON
Your own system sends this to one of your streams, POST /v1/stream, and every channel listening to
that stream draws it with its template. data is the document described above; a stream with an
empty field map passes it to the template unchanged. Try it first on POST /v1/stream/validate,
which answers the same without publishing anything. Streams and feeds
explains the rest, including how to map a document of your own shape instead.
{
"streamId": "st_your_stream_id",
"eventId": "01M2SQMKK3G1NVFXV31DCBVB95",
"occurredAt": "2026-09-23T07:00:00Z",
"locale": "en",
"data": {
"clipData": {
"section": "Client letter",
"kicker": "Quarterly letter",
"headline": "The quarter in review",
"date": "2026-10-01T09:00:00+01:00",
"letter": "The third quarter was a quiet one for most of our clients' portfolios. Markets moved within a narrow range, bond yields settled after the summer, and we used the calm to rebalance where holdings had drifted from their targets. Nothing about your plan has changed. If your circumstances have, I would like to hear about it before the year ends.",
"signedBy": {
"name": "Charlotte Ashby",
"role": "Chartered wealth manager"
},
"pastPerformance": "Past performance is not a reliable indicator of future results.",
"cta": {
"label": "Book a review",
"detail": "ashcombe-rye.example/review"
},
"legal": "Ashcombe & Rye Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The value of investments and the income from them can fall as well as rise, and you may get back less than you invest. Capital at risk.",
"footnote": "This letter is general information and not a personal recommendation.",
"look": {
"logo": "auto",
"pace": "calm",
"align": "centre",
"theme": "brand",
"corners": "soft",
"logoSize": "auto"
}
},
"metaData": {
"title": "A letter from your adviser: the quarter in review",
"captionTiny": "Our adviser's letter on the third quarter, in her own words. Capital at risk.",
"captionShort": "A short letter from Charlotte Ashby on the third quarter: a quiet one, with rebalancing where holdings had drifted. Tell us if your circumstances have changed. Capital at risk.",
"captionMedium": "A letter from Charlotte Ashby, chartered wealth manager, on the third quarter: markets moved within a narrow range, bond yields settled after the summer, and we used the calm to rebalance where holdings had drifted from their targets. Nothing about your plan has changed. If your circumstances have, we would like to hear about it before the year ends. This letter is general information and not a personal recommendation. The value of investments can fall as well as rise.",
"captionLong": "A letter from Charlotte Ashby, chartered wealth manager, dated 1 October 2026. The third quarter was a quiet one for most of our clients' portfolios. Markets moved within a narrow range, bond yields settled after the summer, and we used the calm to rebalance where holdings had drifted from their targets. Nothing about your plan has changed. If your circumstances have, I would like to hear about it before the year ends, and you can book a review at any time on our website. This letter is general information and not a personal recommendation. Ashcombe & Rye Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The value of investments and the income from them can fall as well as rise, and you may get back less than you invest.",
"hashtags": [
"wealthmanagement",
"clientletter",
"quarterlyreview",
"financialplanning",
"advice"
]
}
}
}
The delivery names no version: which build draws it is the channel's choice, the newest of its
variant or the one it is pinned to. eventId is a ULID you make once per event: sending the same
one again changes nothing. occurredAt is when the thing happened, not when you sent it. locale
is the language of the text in data, and data.locales carries other languages beside it.