Enable, Automate and Engage

Automate the creation, approval, and delivery of client, sales, and portal content using your data platform of choice.


What We Do

Purpose-built for asset management, Assette combines data enbalement with authoring, production, sharing and analytics tools in a single offereing. From factsheets and pitchbooks to client reports and DDQs, we automate an unmatched variety of content across the client relationship lifecycle.

Enable Data

Turn data into marketer-friendly, ready-to-work data. Assette prepares, enriches, and validates qualitative and quantitative data regardless of where it is housed.

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Automate Content

No coding required. Assette automates the creation of sales and client content by automatically infusing data points into marketer-created templates and providing built-in workflow tools for review and delivery.

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Engage Clients & Prospects

Assette empowers sales and client engagement by helping firms find and deliver customized content in a clients’ preferred format. Analytics on client interaction with the content are included.

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How It Works

Single Application

Assette handles client, portal, AND sales content, giving you one application for all content creation, approval, delivery, and insights. One vendor saves time, lowers costs, and increases productivity.

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Modular Approach

Assette’s modular approach and flexible data interfacing options help you build a content platform based on the needs of your firm. Assette offers an unmatched variety of modules.

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Industry Expertise

Assette is built for asset managers – this is all we do. Our team’s industry experience helps us anticipate future needs and understand the complexity of your business and investment data.

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Clients Who Trust Us

Our clients experience a 90+% efficiency gain as a result of automating with Assette.

Assette software supports your firm across the entire client relationship lifecycle.

Win New Business

Win that new client with help from Assette software. Quickly access your firm’s content from factsheets to pitchbooks and track how consultants and asset owners are engaging with your data. Build customized presentations showcasing one or multiple products, with the latest and accurate data.  Automatically update manager databases so that you are included in searches.

Deliver Exceptional Client Service

Wow your clients with accurate, timely and insightful content. Assette automates client report generation and delivery so you can deliver reports to clients faster and track how your clients are engaging with reports. Use the same data to generate client presentations as well as automate the completion of due diligence questionaries and respond to custom data requests.

Focus on the Future

Put your data to work and accelerate digitization. With client portals you can deliver documents online, enable clients to interact with data and share your perspective through video clips. Use NLG to generate account-specific commentary, and then edit and publish final commentary directly into client reports, pitchbooks, factsheets and your website.

Companies We Work With

We work with the top service providers to the asset management industry, including: