Use case

Portfolio summary video for Fintech

Generate a portfolio performance recap after rebalancing or period close.

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Why Fintech teams still ship reports manually

Users don't open dashboards regularly to parse performance.
Statements and PDFs lack engagement and context.
Updates are delayed when assembled manually.
Teams need consistent outputs for compliance and support.

Automate portfolio summary video with an API

Trigger the workflow when a portfolio is rebalanced happens.
POST structured data to /render using template portfolio-summary-v1.
Render asynchronously at scale and receive a webhook when the MP4 is ready.
Deliver the video via in-app, push notification, or secure message center.

Input (structured data)

{
  "brand": "fintech",
  "data": {
    "aum": 1250000,
    "chargebacks": 12,
    "deposits": 84200,
    "highlight": "accounts",
    "netFlow": 31100,
    "period": "2026-01-14",
    "portfolioId": "example-portfolioId",
    "positions": "example-positions",
    "returns": "example-returns",
    "withdrawals": 53100
  },
  "template": "portfolio-summary-v1"
}

Output (deterministic MP4)

45-90s MP4 video
Allocation changes visualized
Performance vs benchmark
Webhook with output URL

Architecture

Data source / event
  |
  v
Rendivia Render API
  |
  v
Queue + Workers
  |
  v
Remotion templates
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  v
Branded MP4 + webhook

How it works

Collect holdings

Provide allocation and return data per holding.

Render recap

POST to /render with portfolio-summary-v1.

Async render

We render and notify via webhook.

Deliver

Send the recap to clients or advisors.

Benefits

Improve customer trust with clear, consistent updates.
Automate recurring portfolio and account summaries.
Deterministic output you can trust in production.
A repeatable workflow triggered by a portfolio is rebalanced.

Common questions

Can I include asset classes?

Yes. Provide asset class labels and weights.

Does it support per-client branding?

Yes. Use brand profiles per client.

Monthly Metrics Video for Fintech Investor Update Video for Fintech From Postgres to video

Generate portfolio summary video via API

Create an API key and render your first portfolio summary video in minutes.

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