The Unified
Content Factory for
Asset Managers
Assette is an end-to-end content automation platform. We’re setting the new standard—powered by data, assisted by AI, trusted by asset managers.
For years, asset managers have been forced to work within a broken system – a patchwork of disconnected tools, duplicate data everywhere, and rigid platforms run by IT teams, not marketing professionals.
One platform.
Not five.
We’re a Unified Content Factory - automate all your content types in a single, marketer-owned platform.
Don’t duplicate data.
Stream it.
Assette connects directly to your source data, ensuring efficiency and eliminating the need to load data into another system.
Designed for
marketers, not IT.
Manage bios, strategy text, and disclosures in one place — and update everywhere instantly.
Purpose-built for
asset management
We’re designed by asset managers, for asset managers. We’re laser focused on changing the way investment firms automate, review, and deliver content.
RFPs & DDQs New
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Ask Assette New
Embedded AI delivers fast, trusted answers without pulling in PMs or analysts.
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.
Client Reports
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks
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.
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.
Assette solves data and content problems across 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.
Clients who trust us
What our clients say
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.
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.
Assette supports your firm across the entire client relationship lifecycle
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.
