Trusted Data for Timely Insights

Assette automates the creation, review and delivery of client, sales and portal communications for the asset management industry.

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What We Do

Assette combines data management with authoring, production and sharing tools in a single offering. Our software automates the time consuming and error-prone process of gathering and validating qualitative and quantitative data and creating, generating, reviewing and delivering your client, sales, DDQ and portal communications.

Data Engine

Assette creates a single source of truth for your sales, marketing and client service data needs.

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Secure

Assette is SOC 2 certified and runs on the Microsoft Azure cloud.

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Comprehensive solution

Assette comes with everything you need to generate outputs, including pre-built interfaces to BNY Eagle, eVestment, Advent, FactSet and others.

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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. Create an engaging and customized fact sheet that introduces your firm to a consultant. Build a presentation about one product for a finals meeting with the latest, 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 reporting processes so you can generate impromptu client presentations. Batch-generate monthly and quarterly reports. Fill in due diligence questionaries and even respond to custom data requests.

Stay Focused on the Future

Put your data to work and accelerate digitization. With Assette web portals you can deliver self-service capabilities for routine inquiries. Provide 24-7 portfolio access including interactive factsheets. Create an online document vault or share your perspective through video clips.

Companies We Work With

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