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

Assette’s Unified Data Engine creates a single, trusted source of your firm’s quantitative and qualitative data – your very own marketing data warehouse for institutional asset management. Powerful output tools that automate the creation, review and delivery of professional client, sales and digital communications are included.

Marketing Data Warehouse

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

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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 generate outputs, including pre-built interfaces to BNY Eagle, eVestment, Advent, FactSet and others.

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About Assette

Built by and for asset managers, Assette has more than 20 years of experience helping firms drive productivity and cost savings using data in client, sales and digital communications. Our clients have a combined one trillion+ dollars in assets under management and include many of the top firms in the industry.

Clients Who Trust Us

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

Where does that enhanced productivity come from?

Assette software creates a marketing data warehouse for your firm’s data. It includes embedded tools to automatically create, review, and deliver communications without needing to layer on other systems or vendors.

Data Warehouse

Assette provides data integration via pre-built interfaces, coupled with your qualitative inputs, to form a single information hub. No more manipulating data, chasing broken formulas, or making updates in multiple places.

Content Generation

Create templates for fact sheets, sales presentations and client reports once and your templates are automatically refreshed with your data when it’s time to share insights with clients.

Review & Compliance

With Assette, all documents and inputs are reviewed and approved by compliance before being used in communications. Automating data integration and compliance processes helps firms produce error-free materials and stay on top of regulations.

Companies We Work With

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