Your Research Analyst, Rebuilt for RIAs
Actu Assist automates daily briefings, market monitoring, and client-ready insights—tailored to your portfolio and workflow.
Research Brief
Market Intelligence
S&P 500 +0.8% | Your portfolio exposure: 23%
Portfolio-Relevant Headlines
Headlines matching your investment thesis
Intelligent Insights
Tailored to your investment philosophy
You're Drowning in Noise
You don't need more data—you need clarity. Actu Assist filters market events, earnings, and news based on your actual portfolio, so you can stay informed without the overwhelm.
Actu Assist Works Like an Analyst—Without the Overhead
Actu Assist delivers tailored research reports customized to your firm's investment philosophy and individual portfolio priorities, delivered on your schedule.
Get the essential market movements, economic indicators, and sector performance data that directly impacts your investment decisions, processed and prioritized for relevance.
- • Major index movements and sector rotation
- • Economic calendar highlights
- • Currency and commodity updates
- • Portfolio exposure context
Receive curated headlines and themes that align with your portfolio holdings and investment thesis, not generic market noise.
- • Company-specific news for your holdings
- • Sector and thematic developments
- • Regulatory and policy updates
- • Earnings and analyst coverage
Get talking points and insights that reflect your firm's investment philosophy, tone, and current areas of strategic focus.
- • Investment philosophy alignment
- • Firm-specific talking points
- • Strategic focus areas
- • Client communication ready
Generate polished, branded documents that you can share directly with clients, including market summaries, portfolio updates, and investment commentary.
- • Professional market summaries
- • Portfolio performance context
- • Investment commentary and outlook
- • Branded firm templates
How It Works
Simple onboarding, intelligent delivery, continuous refinement. Get personalized research intelligence on your schedule.
Upload or input your watchlist
Simple intake process captures your firm's investment philosophy, tone, and individual portfolio manager preferences for customization.
We monitor earnings, news, and macro trends daily
Receive your research brief on your preferred schedule, delivered at your chosen time and format.
You receive tailored briefings and client-facing outputs
Provide feedback to continuously improve content relevance and alignment with your specific needs.
Built for Lean Firms and Solo Advisors
Whether you're a solo advisor or a lean RIA team, Actu Assist gives you back time by automating the research and prep work a junior analyst would normally handle.
Flexible Usage-Based Pricing
Pay only for what you use. Pricing scales with the number of advisors served, report complexity, and delivery frequency.
- Daily market briefs
- Firm-specific customization
- Portfolio-relevant headlines
- Email support
- Unlimited briefs
- Delta tracking
- Custom branding options
- Priority support
- CRM sync
- Client portal
- API access
All plans include onboarding support and structured feedback loops.
Custom pricing available for unique requirements and delivery schedules.
About Actu Assist
Founded by Georgetown students with deep experience in finance and technology, focused on solving real problems for independent RIAs.
Our Mission
We believe that small and mid-sized RIAs deserve the same quality research support as large institutions. Actu Assist bridges this gap by delivering personalized, firm-specific research that saves time and enhances decision-making.
Our Team
Evan Cole
Co-Founder
Georgetown Government major with experience in private credit at Lafayette Square BDC and wealth management at Brown Advisory. Focuses on investment strategy and client-facing research.
Brady Stoffregen
Co-Founder
Georgetown STIA student with development experience at Ultratech Capital Partners. Background in emerging technology evaluation and scalable solution development.
Time-Focused
Every feature is designed to save valuable time in your daily workflow.
Personalized
Not generic content—research tailored to your firm's philosophy and individual needs.
Evolving
Built to grow with your needs, from daily briefs to comprehensive research support.
Ready to Get Started?
Join our alpha program and start receiving tailored daily research reports. Implementation is simple and support is included.
Initial Consultation
30-minute call to understand your firm's needs and preferences
Intake & Setup
Complete our intake form to capture your investment philosophy and preferences
First Delivery
Receive your first tailored brief within 2-3 business days
Refinement
Ongoing feedback and adjustments to perfect your daily brief
actuassist@gmail.com
Schedule a Call
Book a consultation to discuss your needs
Location
Washington, DC
Reclaim your time. Deliver smarter insights.
Experience intelligent research that understands your firm's unique investment approach and delivers insights on your schedule.