Teleprompter for Financial Advisors: Quarterly Client Updates
Quarterly client updates have replaced the quarterly newsletter, and your delivery has to sound measured, compliant, and human. Telepront is a free native Swift Mac app that floats your script over Loom, Zoom, or your Mac mini studio rig so you can read approved language without sounding like you are reading. Designed for M1–M4 Macs on macOS 14+ with Apple on-device speech recognition.
See It in Action
Financial advisors record more video than ever — quarterly market reviews, allocation explanations, fee disclosure walkthroughs, year-end planning prompts. Each one needs to be precise. A misspoken word about returns can become a compliance issue, so most advisors end up rerecording the same five-minute video four or five times. Telepront fixes that by putting the approved script right under your camera lens.\nThe app is native Swift, signed and notarized, and distributed only through the Mac App Store. There is no browser involved, no cloud, no third-party telemetry. When you paste a script that mentions client names or AUM figures, it stays on your Mac. Apple's on-device speech recognition handles the optional voice-controlled scrolling without sending audio to a server.\nFor a typical advisor setup — a MacBook Pro on the desk, ring light, lavalier mic, Loom recording — Telepront sits in a narrow column just under the FaceTime camera. At 30–34pt the script is comfortably readable at 24 inches, and the soft scroll keeps your cadence steady. Clients watching on a phone see steady eye contact and a calm pace, not a person glancing sideways.\nTelepront does not record. That separation is by design. Your firm has already approved Loom or Zoom for video; Telepront is just the prompter layer that sits on top. When CCO sends back a redlined script at 4:50pm, you paste, adjust, and rerecord in two minutes flat.
Key Features
How to Get Started
Tips from Creators
Mark performance figures and disclaimers in CAPS in your pasted script — your eyes naturally slow down on capitalized text, which is exactly the cadence compliance wants.
Keep one master script document with placeholders like [Q3 RETURN] so you can update one number per quarter without rewriting.
Record one practice take with the panel positioned, then play back at full size — if your eyes visibly track left-right, narrow the panel further.
Frequently Asked Questions
Does Telepront upload my market commentary anywhere?
No. Telepront runs entirely on-device and uses Apple's on-device speech recognition, so your script and voice never leave the Mac.
Can I use it for compliance-reviewed quarterly videos?
Yes. Paste the approved script verbatim and read it word-for-word with hands-free scrolling — no ad-libbing required.
Will it work with Loom and Riverside?
Yes. Telepront floats above any recording app on macOS, including Loom, Riverside, Zoom, and QuickTime.
Is it really free?
Yes — Telepront is a free download on the Mac App Store with no trial limit.
How do I keep the panel out of frame?
Resize it to a narrow column and dock it just below your camera — the panel stays on your screen, not in the recording.
Ready to try it?
Free on the Mac App Store. No account needed.
Download on Mac App Store