Research-depth attention, for every client — not just your largest ones.
ASense.ai is built for independent advisors who own their client relationships, do real research, and want both to scale. It continuously monitors every portfolio you oversee — so research depth stops being a scarce resource.
Depth is possible for a handful of clients. The rest get the model.
Research-depth attention is possible for only a handful of clients — the largest relationships. The rest get the model, and questions wait for the scheduled review.
The platform continuously monitors every portfolio you oversee. Every client gets research-depth attention, whatever your book size.
Start the day already knowing what needs you.
› Which portfolios need my attention this morning?
Cross-portfolio scan across your book — risk-score shifts, filing changes, and concentration drift that warrant a look, surfaced before your first call.
Amplifies your judgment. Never replaces it.
Builds understanding, not answers
ASense.ai continuously builds understanding — of every company, every portfolio, and every client relationship you oversee — rather than generating isolated answers to isolated questions.
Every conclusion shows its work
Deterministic, rule-governed reasoning — consistent, reproducible, and traceable to specific source documents. You can audit any conclusion down to its sources; so can your client.
Sees the whole relationship
One intelligence layer across every brokerage a client holds — 14+ ecosystems — not fragments of accounts in separate tools.
Amplifies your judgment — never replaces it
The relationships, the advice, and every decision remain yours. Built by the engineering team behind AssetSense, whose production analytics serve enterprise customers.
Client control, from the first connection.
ASense.ai connects to 14+ brokerages using secure, industry-standard OAuth protocols. Your clients authenticate directly with their brokerages — ASense.ai never sees and never stores their login credentials. Each client connects their own accounts and chooses the connection type — Read Only for portfolio intelligence, or Trading for supported brokerages — and each client decides the depth of your oversight: advisory visibility or full management. The platform never has more access than the client explicitly grants, and every permission is theirs to change. A detailed Security & Data Privacy Overview is available on request.
The most useful way to evaluate ASense.ai is to watch it work.
We'll walk you — and, if you'd like, a client — through the advisor view and the client view in about 30 minutes. Early-access practices help shape what gets built next.