AI drafts the story.
You shape the message.
AssetteAI automatically drafts your commentary based on portfolio data – what changed, what outperformed, and what drove performance. It even takes a first pass at the ‘why’ behind results and your market outlook. You review, revise, and add nuance. That means more time for insights, less wasted on narrating spreadsheets.
AssetteAI brings together portfolio data, internal research, sell-side insights, and news sources to build a well-rounded narrative. You get more than numbers – you get context, without starting from a blank page.
Commentary is based on your firm’s data, terminology, and tone – not generic AI output. AssetteAI helps tell the story your way, using your language.
Skip the version chaos. Edits, comments, and approvals all happen inside Assette. From the first draft to the final sign-off, the workflow is streamlined and audit-friendly.
Use the same market insights in your client reports, website, and ad hoc updates. With Assette, you can create commentary once and repurpose it across channels – without extra work.
Repurposing shouldn’t require rework. See why Assette is different →
Great commentary builds trust. Whether it’s a quarterly review or a market update, Assette lets you create once and reuse across client reports, your website, and more – without duplicating effort.
No more scrambling for data. Get AI-powered insights and pull the same trusted data used for content—so you can respond faster with confidence.
Stream live data from your source systems – no duplication, no lag, no stale numbers.
Create once, use everywhere. Reuse data and design components so every piece of content stays accurate, polished, and on-brand at any scale.
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