Automate Investment
Commentary with
AssetteAI
AI drafts the story.
You shape the message.
Tell the story behind the numbers.
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.
Pull in data, research, and market context.
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.
Stay on brand, every time.
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.
Built-in workflow for reviews and approvals.
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.
Say it once, use it everywhere
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.
Differentiate with consistent, insightful communication.
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.