from your data to your clients.
From Data to Outputs
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.
- Direct connections with audit trails
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 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.
- Version-controlled and auditable
BUSINESS ANALYSTS
WHAT IT DOES
Turns data prepared in Data Blocks into reusable, business-ready datasets. Analysts refine and configure data to align with content needs — all without code.
WHY IT MATTERS
The same datasets power every chart, table, and report, across multiple formats. AssetteAI uses the same datasets for AI-based output.
Performance data and benchmark comparisons defined once and reused across factsheets, pitchbooks, and web dashboards — and by AssetteAI to answer RFP questions.
- Editable within approved ranges
MARKETING
WHAT IT DOES
Connects datasets 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.
- Locked formatting and disclosures
MARKETING
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.
- Governed page templates
MARKETING
WHAT IT DOES
Reusable, marketing-governed templates that bring together pages to generate finished materials like factsheets, pitchbooks, 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.
- Locked formatting and disclosures
MARKETING
WHAT IT DOES
Generates finished, market-ready content automatically from Smart Docs — factsheets, pitchbooks, and client reports — at scale, without manual assembly. The same data foundation also powers RFP responses and investment commentary through their own dedicated workflows.
WHY IT MATTERS
Your team stops building and starts reviewing. Production runs automatically — across every strategy, every format, every quarter — so your people focus on quality, not assembly.
A marketing team runs quarterly factsheet production across all their strategies simultaneously — all generated from the same data foundation, with correct disclosures applied automatically.
- Automated at scale
SALES, CLIENT SERVICE
WHAT IT DOES
The home for every approved material your sales and client service teams need — organized automatically, always current, always connected to the same data foundation as the rest of the platform.
WHY IT MATTERS
Your distribution teams find the right content, customize it for the specific client or consultant, and deliver it with confidence. No version chasing, no stale materials, no compliance risk.
Your sales team prepares for a meeting with a new allocator — pulls the right strategy materials, checks the latest performance, and walks in confidently knowing everything is current.
- Organized, governed, and always ready
YOUR CLIENTS
WHAT IT DOES
Extends the same data foundation directly to your investors — giving them a branded portal where their performance data, reports, and commentary are always current, always connected to the same source as the rest of the platform.
WHY IT MATTERS
The data journey doesn’t end with your team. Self-Service closes the loop — the same governed, accurate data that powers your internal content reaches your clients directly, without manual intervention.
An institutional investor logs in after quarter-end and finds their performance data and reports already updated — because the same data that produced the reports also powers their portal.
- Always current, always connected
Speed for Everyone. Independence for Marketing. Flexibility for Sales and Client Service. Direct Access for Clients.
When data flows through governed, reusable building blocks, your entire team moves faster. Your clients are delighted.
What this means for your team:
- Data Engineers: Build once, everyone benefits.
- Business Analysts: Define without coding.
- Marketing: Always in control.
- Sales and Client Service: Share current and approved materials.
- Clients: Self-service access to their data, reports, and commentary.
- Compliance: Full audit trail.
- Leadership: Get speed without adding people.
WEEKS TO FIRST
DELIVERABLE
FULL TRACEABILITY
See how Assette turns your data into client-ready content in minutes.