Assette’s RFP & DDQ automation module makes it easy for asset managers to generate high-quality responses using the same documents and data they already have on hand. There’s no need to spin up a new process or restructure your content.
Step 1: Input What You Already Have
Getting started is refreshingly simple. Upload documents you already rely on to describe the firm, strategies and people:
AssetteAI is trained to recognize the way asset managers actually talk about their firm—whether your tone is formal or more conversational, your RFP will fit perfectly with your brand voice
What happens next
Assette processes these documents using AssetteAI—extracting facts, numbers, and explanations—and organizes them by topic (e.g., firm, strategy, team, ESG, attribution). This forms your internal knowledge base.
Want deeper, more detailed responses?
You can enrich Assette with two optional inputs:
Add Qualitative Data
Fill in Assette’s qualitative database with details about your firm, people, and strategies. Assette even calculates key figures like PM tenure, personnel turnover and team composition automatically.
Connect Your Data Sources
Connect Snowflake, SQL, Excel, or CSV files to pull in performance, attribution, characteristics, and more. Assette can also perform calculations like firm AUM or AUM by strategy, client type, or product.
Three Ways to Generate Allocator-Ready RFP & DDQ Responses
- Your Output
Past RFPs & DDQs
Pitchbooks
Factsheets
Strategy Summaries
Fastest to launch
Generate answers using the content you already rely on
- Qualitative Data
Personnel info &
team bios
Firm history & ownership
Strategies/Rationale
More tailored
Enriches responses with context and nuance in your own words
- Quantitative Data
Holdings
Performance
Attribution
Data-driven detail
Automatically calculates figures like AUM, and more
- Your Output
Allocator-ready responses
Tailored & Consistent
Available in ~30 minutes
Step 2: Upload RFPs and DDQs
Assette Reads, Processes and Tags SMEs
When a new questionnaire arrives, simply upload it. AssetteAI takes care of the rest:
Understands the questions: Each question is analyzed for topic and intent—e.g., firm overview, team bios, ESG process, or performance history.
Finds relevant content: Pulls relevant information from your documents, qualitative inputs, or quantitative data.
Composes complete responses: Generates the information into allocator-ready responses—blending all your inputs. Tags SMEs for easy review: Each question is tagged to the appropriate SME for review.
Each response is tailored to the request—and sounds like it came from your team, not a template.
Step 3: Review and Finalize Answers
In 30 minutes, you’ll have a complete first draft of your response. Subject matter experts can focus only on their assigned questions. Approvals are fast, version control is clean, and no one gets stuck re-explaining your ESG process for the 40th time.
Once everything is reviewed, you’re ready to submit—without pulling your best people into weeks of busywork.
What Makes It Different?
Minimal Setup: No migration, tagging, or content rework needed
Built for Asset Managers: Understands how you talk—and how allocators ask
Smarter, Not Just Faster: Outputs are context-aware and investor-ready
Under the Hood: Infrastructure You Can Trust
Assette’s RFP & DDQ module is designed for trust, speed, and reliability.
Enterprise-grade security, encryption, and uptime. Already trusted by financial institutions worldwide.
AssetteAI is based on OpenAI’s large language model technology, tweaked for asset management use cases—not generic internet content. It understands your terminology and replicates your style.
Bring the materials you already have—factsheets, pitch books, past RFPs, and other documents. Input qualitative data and connect Assette to quantitative inputs for even richer answers.
Assette’s RFP & DDQ module doesn’t just save time. It preserves your message, protects your edge, and helps your team respond faster—without burning out your best people.
Ready to see how it fits your workflow?