Done-For-You · Delivered in 24 hours · No calls required

Get your
Saturdays back.

Reports that used to take 4 hours now take 10 minutes to review. VelaGo delivers done-for-you client reports, LinkedIn content, newsletters, and proposals — in 24 hours. No calls. No setup. No learning curve.

See how it works ↓
Serving advisors in US · UK · AU · SG · MY
24hrsDelivery guarantee
4Output types
$0Setup cost
14-dayMoney-back guarantee
The Problem

Every hour writing reports is an hour not spent with clients.

The average IFA spends 4–6 hours per client every month on communications. That is time that should be billable, or yours.

⏱

4–6 hours per client report

Writing, formatting, and personalising performance summaries takes the bulk of an advisor's non-client time — every single month.

📉

LinkedIn goes dark for months

Advisors know they should be posting. They never do. The pipeline that LinkedIn could build stays empty while the calendar fills up.

✉️

Newsletters started, never continued

Most advisors launch a newsletter once. Without a system to produce it consistently, it disappears after the second issue.

📄

Proposals written from scratch every time

Every new prospect gets a proposal written from zero — same structure, different numbers, hours spent reinventing the same document.

What VelaGo Builds

Four outputs. All done for you. All yours.

Submit your client data through a simple form. Receive polished, advisor-branded outputs within 24 hours. Review and send.

01

Client Performance Reports

Done-for-you monthly and quarterly reports personalised to each client's portfolio, goals, and communication style. Formatted and ready to send.

Monthly · Quarterly · Custom
02

LinkedIn Authority Content

3–5 posts per week written in your voice, positioned for your ideal client, scheduled and ready to publish. Builds your pipeline while you serve existing clients.

3–5 posts/week
03

Client Newsletters

Monthly newsletters covering market context, portfolio insights, and advisor perspective — written in your voice, branded for your practice.

Monthly · Branded
04

Prospect Proposals

Structured, professional proposals generated from prospect intake data. Covers goals, approach, fees, and timeline — ready to send within 24 hours of submission.

Per-prospect · Custom
How It Works

Three steps. No calls. No back-and-forth.

VelaGo is built for advisors who are already at capacity. The process is designed to take less than 10 minutes of your time per output batch.

01

Submit your data

Complete a simple intake form with your client data, portfolio performance figures, or prospect details.

Takes 5–10 minutes. No formatting required. We handle the rest.
02

Receive polished outputs

Within 24 hours, your reports, content, newsletter, or proposal lands in your inbox — formatted and ready.

Delivered as editable documents. Review takes 5 minutes. Request changes anytime.
03

Review and send

Read through your outputs, make any final adjustments, and send directly to clients or publish to LinkedIn.

All content belongs to you. No attribution. No co-branding. Fully yours.
Pricing

Start with what you need. Grow from there.

No contracts. No setup fees. Cancel anytime. Every plan includes a 14-day money-back guarantee.

Starter
$49
/month
  • 4 client performance reports/month
  • Done-for-you, advisor-branded
  • 24-hour delivery
  • Email delivery
  • Perfect for trying VelaGo
Core
$99
/month
  • 4 client performance reports/month
  • 8 LinkedIn posts/month
  • Done-for-you, advisor-branded
  • 24-hour delivery
  • Email delivery
Authority
$299
/month
  • Unlimited client reports
  • LinkedIn posts — daily
  • Monthly client newsletter
  • 24-hour delivery
  • Priority support
Elite
$799
/month
  • Everything in Authority
  • Human editorial review on all outputs
  • Prospect proposals included
  • Quarterly positioning audit
  • Weekly performance review
Concierge
$3,000
/month
  • Everything in Elite
  • Full done-for-you delivery
  • Dedicated output manager
  • Custom output formats
  • Same-day turnaround
🛡

14-Day Money-Back Guarantee

If VelaGo is not right for you, contact us within 14 days of your first payment for a full refund. No questions asked.

Questions

Common questions.

Who is VelaGo built for?
Independent financial advisors who want to communicate more consistently with clients and prospects — without spending hours writing every report, post, and newsletter themselves.
Is the content compliant with financial regulations?
All outputs are generated as drafts for your review. You are responsible for reviewing content for compliance with applicable regulations in your jurisdiction before sending to clients. We produce the content — you approve it.
How do I submit my client data?
Through a simple, secure intake form. No software to install. No integrations required. Fill out the form with your client data and performance figures — we handle everything from there.
Who owns the outputs?
You do. All content generated for your account is fully yours — no co-branding, no attribution, no restrictions on use.
Can I cancel at any time?
Yes. Cancel anytime from your account — no notice period required. Your access continues until the end of your paid billing period.
What if I need changes to an output?
Request revisions by replying to your delivery email. We update and return outputs within 24 hours of your revision request.
Get Started

Your next report
writes itself.

Start with 4 reports for $49. See the quality. Upgrade when ready.