Tailored Research Intelligence for RIAs
Actu Assist delivers personalized market reports based on your firm's investment philosophy and individual portfolio priorities. Get the insights you need, when you need them.
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
The Information Overload Problem
RIAs are flooded with information and pressed for time. Without dedicated research support, valuable hours are lost scanning scattered sources throughout the day.
Analysts spend hours scanning multiple sources—news sites, economic calendars, earnings reports—without a unified view.
Unlike large institutions, small RIAs lack dedicated research teams to synthesize market information and provide context.
Research processes depend on individual effort and bandwidth, leading to missed opportunities and inconsistent client communication.
Your Research Assistant
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
Each team member receives tailored content based on their specific responsibilities, client base, and areas of expertise.
- • Role-specific content filtering
- • Client portfolio relevance
- • Expertise area focus
- • Preferred communication style
How It Works
Simple onboarding, intelligent delivery, continuous refinement. Get personalized research intelligence on your schedule.
Smart Onboarding
Simple intake process captures your firm's investment philosophy, tone, and individual portfolio manager preferences for customization.
Intelligent Delivery
Receive your research brief on your preferred schedule, delivered at your chosen time and format.
Learning & Refinement
Provide feedback to continuously improve content relevance and alignment with your specific needs.
Continuous Intelligence
The system learns from your feedback and market changes to deliver increasingly relevant and valuable insights.
Advanced Research Intelligence
Our system processes thousands of data points daily to deliver personalized research intelligence that matches your firm's unique investment approach and individual preferences.
Smart Content Filtering
System identifies and prioritizes relevant information
Natural Language Generation
Content written in your firm's voice and style
Portfolio Context Analysis
System understands your holdings and investment thesis
Adaptive Learning
System improves based on your feedback and preferences
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
- Everything in Starter
- Individual advisor customization
- Custom branding options
- Priority support
- Flexible delivery frequency
- Everything in Professional
- Custom report formats
- SLA guarantees
- Dedicated account manager
- Performance analytics add-on
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
Transform Your Research Intelligence
Experience intelligent research that understands your firm's unique investment approach and delivers insights on your schedule.