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.
Presentations
Look good in front of your clients with customized, current, and accurate presentations. Personalize your client and sales presentations in minutes so your team can focus on building relationships.
Client Reports
Tired of spending weeks creating and reviewing quarterly reports? Automating your client report process with Assette means creating, reviewing, and delivering accurate and engaging content in hours instead of weeks.
Factsheets
Automating your factsheet process with Assette means your content will always be up-to-date and accurate.
Due Diligence Questionnaires
With Assette, use the same, trusted data in your client reports and sales materials in your DDQs. Go from DDQs being an arduous, weeks-long project to one that takes hours to complete with reliable data.
Investment Commentary
Sharing the rationale behind investment decisions builds trust and transparency with clients. It is also a big part of staying ahead of competitors.
Client Portal
Impress your clients with 24-7 access to interactive fund factsheets, portfolio details, and personalized insights. Assette Client Portal helps you deliver exceptional client service on demand.
How It Works
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:
