The Right dataRight now.
Assette allows sales and marketing teams to instantly create custom investment content for every step of the client journey.
What We Do
Assette was founded by asset managers. We’ve been there – tracking down data, verifying accuracy, monitoring version control. Assette simplifies your work by letting you easily create, review, and deliver accurate, on-brand investment content instantly. All from a single app.
What We Automate
Assette changes the way you communicate investment results by making personalized content creation easy. Create stunning pitch books, client reports, fact sheets, and more while your competitors are wasting time manually scrubbing data and laboring over brand guides.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Presentations
Customize your client and sales presentations in minutes so your team can focus on building relationships.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.
Client Reports
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks.
Commentary
Narrate the numbers with AssetteAI so you can focus on explaining the thinking behind the numbers.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Assette is a unified content factory for your entire organization.
Sales, Client Service
& Consultant Relations
Find and deliver timely, data-driven content that wins trust and strengthens relationships.
Marketing
& Compliance
Create engaging, personalized, and compliant content that enables sellers and client service to win and retain AUM.
IT & Operations
Set up the system once, then step back. MS-Office-based authoring center eliminates IT dependencies. Operations ensures the integrity and reliability of your data sources.
COO & Leadership Team
Ensure efficiency across the firm. Assette streamlines workflows, reduces bottlenecks, and enables vendor consolidation—so teams can focus on what matters.
The Assette Difference
Single Application
Assette delivers sales, client, and digital content solutions, giving you a single source of truth for all content creation, approval, delivery, and insights. More >
Modular Approach
Right-size your platform based on your unique needs. Assette offers an unmatched number of modules. More >
Industry Expertise
Assette is built by asset managers, for asset managers. We’ve been where you are, and we understand the complexity of investment data. More >
Clients Who Trust Us
Client Testimonials
Assette supports your firm across the entire client relationship lifecycle
Grow Your Assets
Find and share your firm’s content—factsheets, pitchbooks, and more—with speed and precision. Realtime engagement analytics allow you to tailor your approach and create customized, data-driven presentations. Assette streamlines your process, so you can focus on securing new business.
Deliver Client Service Excellence
Real-time engagement analytics allow you to constantly improve client reports and presentations. Easily automate DDQs and efficiently fulfil custom data requests. Stand out from the competition by delivering personalized content faster to your clients.
Focus on the Future
Secure client portals allow you to effortlessly share documents and offer interactive data experiences to your clients. AssetteAI elevates customization by automatically generating tailored investment commentary for each client, using real account data for unmatched precision and relevance. Transform your data into a powerful asset, driving sales and deepening client relationships.
Companies We Work With
We work with the top service providers to the asset management industry, including:
