The Complete Content Platform
From raw investment data to your clients’ hands — one connected platform, purpose-built for investment management.
If your performance speaks for itself every quarter, your distribution team’s job is straightforward. But most mandates are won and lost on the quality of the conversation.
Data in. Client-ready content out.
Nothing lost in between.
Every piece of content your firm needs — produced automatically, on brand, and ready when your teams are.
Your sales and client service teams walk into every conversation prepared — with the right content, current data, and no hours lost getting there.
Investors access their world on demand — reflecting the transparency and service your firm delivers.
Every Conversation Starts Here.
Start with what matters most.
Every module shares the same data foundation.
Sales Enablement
Purpose-built sales enablement for investment management — the right content, right in your CRM, Outlook, and mobile.
RFPs & DDQs
RFP responses and DDQs automated from one content foundation — faster turnaround, consistent answers.
Client Reporting
Client reports, CPTs, and commentary — produced and orchestrated in hours, not weeks.
Client Portal
A branded portal your investors log into directly — 24/7 access to their world.
Now with AI that knows your business.
Assette has automated investment content for over 25 years. AssetteAI sits above all of it — making every workflow smarter without your teams working harder.
Clients who trust us
What our clients say
BAILLIE GIFFORD
Louise Duncan
Head of Client & Marketing Communications
ARIEL INVESTMENTS
Jennifer DiGrazia
Senior Vice President, Head of Institutional Client & Investor Relations
BARROW HANLEY GLOBAL INVESTORS
Donna Simmel
Director of Client Services
PUBLIC TRUST ADVISORS
Acacia Scavone
CMO
$6.5B AUM INVESTMENT FIRM
Chief Operating Officer
$2B AUM FIRM
First Vice President
Solves Problems Across Your Organization
Distribution & Sales
Win more mandates. Walk into every conversation with total confidence.
Client Service
More time serving, less time producing. Your clients feel it. Your competitors can't replicate it.
Marketing & Client Operations
Your brand stays consistent. Your disclosures stay current. Your team stays in control.
Investment Teams
Stop being interrupted by sales and client service questions. AssetteAI does the work.