When creating investment marketing materials, choosing between Adobe InDesign and Microsoft PowerPoint is important. InDesign has advanced design features, but PowerPoint is more practical for investment firms with its Excel integration and user-friendly interface.
When creating investment marketing materials, choosing between Adobe InDesign and Microsoft PowerPoint is important. InDesign has advanced design features, but PowerPoint is more practical for investment firms with its Excel integration and user-friendly interface.
Every quarter, investment firms brace for the same cycle. Data arrives late. Spreadsheets multiply. Portfolio managers get dragged into last-minute edits. Compliance reviews stretch deadlines.
The Promise of AI—and the Pitfall AI is everywhere. And yes, it can generate content at speeds we’ve never seen. Across the investment industry, AI
What They Don’t Tell You About Investment Content Automation Investment content automation is supposed to simplify your life. You buy a platform to streamline factsheets,
Boston, MA – May 15, 2025 – Assette, the content automation platform purpose-built for asset management firms, today announced the launch of its new AI-powered
What’s the true cost of your sales enablement and reporting software? Hint: it’s not on the invoice. Imagine it’s 5 PM on Friday. Sales needs
The asset management industry has long relied on incremental updates to its content workflows. At each step—factsheets, pitchbooks, client reports, RFPs, DDQs—firms have adopted solutions
You know the drill. Another quarter rolls around, and it’s time to update pitchbooks, client presentations, and reports. The data has changed, but the process
We’re excited to announce that Alpha Financial Markets Consulting has achieved Assette Certified Expert status, marking a significant milestone in their ability to support asset
We’re thrilled to announce that Acuity Knowledge Partners has achieved the prestigious Assette Certified Expert status. As part of the first cohort of implementation partners
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