Trusted Data for Timely Insights

Powered by the industry’s only Unified Data Engine, Assette enables asset managers to automate sales, client and digital communications.


What We Do

Unified Data Engine

Assette brings your data together and includes pre-built interfaces to BNY Mellon Eagle, eVestment, Advent, FactSet and others.

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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 automate sales materials, client reports and digital communications.

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About Assette

Assette improves efficiency across the entire firm by integrating data and enabling faster, smoother content generation, review, and sharing. Together, our clients have more than 1 trillion in assets under management and include many of the top firms in the industry.

Clients Who Trust Us

Our clients experience a 70-90% efficiency gain as a result of automating with Assette.

Companies We Work With

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