Assette is a vertically integrated platform purpose-built for investment managers. It connects your source data, content templates, and distribution tools into a single, governed environment—with AI that accelerates insights without compromising oversight.
Modular by Design
Start with what matters most to your firm—RFPs, factsheets, pitchbooks, or client reports—and expand across your full content lifecycle.
Assette is purpose-built for investment firms, with flexible modules that scale as you do.
Data Engine
Shape your data without duplicating it.
Assette connects directly to your existing data sources—Snowflake, State Street Alpha, and others—and streams live data into your content. No need to rehouse or duplicate data in our system. That means fewer sync errors, fewer delays, and one source of truth.
Use Data Objects to shape how your data appears in deliverables, with built-in logic and formatting options tailored for investment content. Whether you’re standardizing AUM display or localizing disclosures, it’s all controlled by your marketing team—no IT support required.
Authoring Center
Build smarter content, faster.
Customize templates, apply logic, and generate AI-assisted answers—all within your marketing team’s control.
Create templates for factsheets, pitchbooks, client reports, and more—all tailored to your firm’s brand, data, and disclosures. Built-in logic and formatting rules let you scale personalized content with ease—while AI agents fill RFPs, draft commentary, and answer portfolio questions.
Content Hub
One Source. Multiple Formats. Answers on Demand.
Distribute approved content confidently— whether through portals, emails, presentations, or PDFs. Assette’s Content Hub keeps everything up-to-date and on-brand, with live data links and full version control.
When teams need answers fast, AssetteAI acts as a virtual PM—letting Sales and Client Service query fund data, product stats, and more, right from the system.
One Platform. Zero Rework.
Everything in Assette is built to work together—from data to content to delivery. No patching. No fragile integrations. No missed updates. Just content you can trust, every time.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
RFPs & DDQs New
AI-powered answers from trusted data. Faster, more accurate responses.
Ask Assette New
An AI agent that answers product, portfolio, and firm questions instantly.
Commentary
AI-generated commentary so you edit, not author.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Client Reports
Auto-fill, review, and deliver client-ready templates in hours—not weeks.
Presentations
Update decks in minutes—data, charts, and disclosures included.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.