Assette connects your data, automates every content workflow, and ensures every client-facing output is compliant and current — all the way from your data sources to your clients’ portal.
Scroll to explore how each part works — who owns it, what it does, and why it matters.
IT / OPERATIONS
WHAT IT DOES
Provides data to Assette – either from a central data platform, directly from performance and attribution systems or even spreadsheets.
WHY IT MATTERS
Assette works with your existing data environment. There’s no duplication or migration; your source systems remain the single source of truth.
Data drawn from a mix of sources — a warehouse and third-party systems — all referenced by Assette without moving or copying it.
DATA ENGINEERS
WHAT IT DOES
Streams data from your systems and prepares it for use inside Assette. Data engineers can apply calculations or transformations once, centrally, using SQL or Python.
WHY IT MATTERS
Build a data pipeline once and reuse it everywhere. Every deliverable draws from the same consistent, validated data.
Firms create Data Blocks to handle data categories like performance, attribution, benchmarks, and product-level data — powering all downstream content.
BUSINESS ANALYSTS
WHAT IT DOES
Turns data prepared in Data Blocks into reusable, business-ready components. Analysts refine and configure datasets to align with content needs — all without code.
WHY IT MATTERS
The same datasets power every chart, table, and report, across multiple formats. AI agents use the same datasets for AI-based output.
Performance data and benchmark comparisons defined once and reused across factsheets, pitchbooks, and web dashboards + AI agents to answer RFP questions.
MARKETING
WHAT IT DOES
Connects data to visual formats — charts, tables, and text blocks — while maintaining brand standards and disclosures.
WHY IT MATTERS
Marketing can design once and reuse safely. Updates to data cascade automatically across every deliverable.
A performance chart reused across multiple content types, ensuring consistent styling and source data.
BUSINESS ANALYSTS
WHAT IT DOES
Collections of Shells that form complete sections within a deliverable — for example, a performance summary or holdings page.
WHY IT MATTERS
Pages stay consistent across all outputs and update automatically when the underlying data changes.
A “Performance Overview” Smart Page appears in both monthly client reports and quarterly marketing presentations.
MARKETING, SALES & CLIENT SERVICE
WHAT IT DOES
Reusable, marketing-governed, templates that bring together pages to generate finished materials like fact sheets, sales decks, or client reports.
WHY IT MATTERS
Smart Docs serve as production templates that can be customized by sales and client service — the branding is locked, and marketing decides the degree of customization allowed.
A “Pitchbook” Smart Doc that generates tailored presentations for multiple products or clients from one approved template.
SALES, CLIENT SERVICE
WHAT IT DOES
Central library for storing, approving, and sharing completed deliverables.
WHY IT MATTERS
Everyone — Sales, Client Service and Marketing — accesses the same version. Everything is traceable, governed, and up to date.
A relationship manager preps for a client call and grabs a deck from the Sharing Hub, confident it’s the same approved version everyone else is using — accurate data, correct disclosures, consistent brand.
When data flows through governed, reusable building blocks, your entire team moves faster.
WEEKS TO FIRST
DELIVERABLE
FULL TRACEABILITY
See how Assette turns your data into client-ready content in minutes.
Thank you for your interest in Assette. Please complete the information below and click “Submit“.
Please be assured that the information you provide will not be sold or given to any other party.
