Your Content Stack Is Holding You Back
If you’re using a one-size-fits-all sales enablement platform, or stitching together multiple reporting tools, you’re wasting time, money, and worse – risking your firm’s credibility.
That choice comes with a hidden cost: endless customizations, a bloated vendor list, and a permanent dependency on IT just to keep the lights on.
We’re purpose-built for investment management — one system that handles everything from data to delivery, across all content types. Completely maintained by marketing. No duct tape or IT interventions required.
Where Silos Break Down
Simply put, the multiple-tools approach isn’t working, it’s costly and still doesn’t get the job done fully.
Sales enablement tools are built to serve everyone — tech, pharma, manufacturing — and assumes your content is just another PowerPoint or PDF. Even industry-specific reporting tools focus on a subset of content types—one vendor for factsheets another for client portals.
To make them work, investment managers end up:
Bolting on tools
to curate data
(or continue manual curation)
Manually updating
qualitative content in multiple places
Writing custom code and hiring consultants
to stay functional
That’s duct tape.
When facts fall out of sync, it’s not just your content at risk — it’s your credibility.
Investment firms live and die by performance data, attribution tables, bios, disclosures, and strategy-specific nuance. The shelf life of your content is, at most, a quarter.
When different systems manage different pieces of your story, things slip through the cracks.
Performance data doesn't match in factsheets and pitchbooks
Disclosures are out of sync between PDFs and portals
Bios and tenure stats are inconsistent across content types
What our clients say
“Assette software is simple, intuitive, and easy to use. It allows us the flexibility to innovate with our content, drive efficiencies, and produce highly customized client reports in a timely manner at scale.”
Stop rebuilding the same content components in multiple places. Just one system, designed for how asset managers actually work.
The Assette Difference
Zero compromises.
With Assette, you get a unified system that connects data, content, and distribution:
Let marketing be in charge of everything from authoring templates to managing qualitative content like bios, investment strategies, and disclosures –no IT required
Why Assette Works Better — and Why It’s Built That Way
How Assette Compares
Built for investment marketing from the ground up — so you spend less time managing systems and more time telling your story.
Feature
Assette
Seismic & Others
Content-types
Yes
No – patchwork of vendors required
Streamed from your sources, no duplication; if required, curate in Assette
Must be curated and copied into each system
Content
Centralized qualitative DB (bios, strategies, disclosures)
Not supported — managed outside the system
Authoring
100% no-code
Requires IT scripting & customization
3-5 months for first module, then shorter for subsequent
6–9 Months
Marketing
Dedicated system admin
Where Logic Lives: Architectural Difference
Reusable data objects, centralized governance, and no-code templates mean every deliverable draws from the same source of truth.
Dimension
Assette
Seismic & Others
Separate, reusable Data Objects define business logic once and feed every output
Business logic embedded in each template or automation
Propagation
One update to data logic cascades across all deliverables
Must edit every template or workflow
Centralized version control, clear data lineage
Template-level versioning only
Data logic reused across factsheets, dashboards, RFPs, and AI agents
Limited reuse — only sales content (Seismic) and logic tied to individual templates
How It All Comes Together
One connected platform powering every client deliverable — from RFPs to portals — with data that stays consistent everywhere.
Why it Matters
Assette applies software-engineering discipline to marketing content — separating data, logic, and display for consistency, governance, and speed.
Who we work with
Why do investment firms prefer Assette?
One Application.
Not five.
Replace your stitched-together stack with a unified platform built for asset managers.
On-the-fly
Data Processing.
Stream live data from your source systems – no duplication, no lag, no stale numbers.
Unstructured Data
Management.
Manage bios, strategy text, and disclosures in one place – and update everywhere instantly.
See how Assette simplifies everything from pitchbooks to portals –and puts marketing back in control of content production.