Built specifically for asset managers, AssetteAI is trained on the language, concepts, and workflows of our industry – not your private data, but the frameworks your data maps to. It’s ready to go on day one. No long setup. No clunky bolt-on integrations.
Whether you’re filling out yet another RFP or fielding consultant questions, AssetteAI works right alongside your team—using the same data and approved content already in Assette. No extra tab. No workflow disruption.
Part of the Unified Content Factory
AssetteAI is fully integrated—it is an extension of the platform that automates your content.
We designed AssetteAI around a simple idea: if we already have your data and generated content, simply layer on AI to fill RFPs, answer questions, and write commentary.
Three AI Modules. One Platform.
RFPs & DDQs
Receiving an RFP is great. Filling one out? Not so much.
Our clients have made it clear: the time spent searching for and manually entering information is out of control.
Save time and reduce rework
Respond with consistency and accuracy
Reuse content across deliverables effortlessly
With our RFPs & DDQs modules, questionnaires are auto-filled with AI-generated responses, pulled directly from the data that power your factsheets, presentations, and reports.
Ask Assette
Answer complex questions in seconds—not hours.
Ask Assette gives your sales and client service teams access to both structured data and approved language in plain English.
No need to ping PMs or dig through PDFs
Get fast, accurate answers about performance, holdings, and commentary, as well as team composition, average tenure and other qualitative information
Support your sellers with confidence and speed
Commentary
Writing investment commentary takes time – especially when starting from scratch.
AssetteAI drafts commentary based on your portfolio data, external web sources, and research inputs—so you can focus on insight, not narration.
Get a first draft in minutes, grounded in your data
Maintain your voice and brand with editable language—you are always in control
Reuse commentary across reports, web, and other channels
Unlike standalone AI tools, AssetteAI is embedded in your content workflows—using the same trusted data and inputs that power everything else.
Private, Secure, and Compliant
AI you can trust—with your data and your reputation.
Built on Microsoft Azure OpenAI with enterprise-grade privacy and security controls.
No PII is ever shared with OpenAI
Data is streamed – not stored – and never used by OpenAI to train models
All your information stays in Assette and follows strict data privacy rules
Learn how Azure OpenAI services handle client data
AssetteAI augments your capabilities and cuts down manual work—whether filling out an RFP, writing investment commentary or responding to questions from clients. We’re not just automating work. We’re giving your team time back—to focus on relationships, growth and building trust with clients.
What’s next
We see AI as a foundational layer – not a feature.
Today, AssetteAI automates specific tasks like drafting commentary and filling out RFPs. Tomorrow, it will do even more.
Our long-term vision includes intelligent agents that assist with data validation, content layout, and insight generation – always grounded in the same structured data that powers your client materials today.
We’re building toward that future, one workflow at a time.
Book a demo and see where AI can give your team time back.