Our Software
An integrated data transformation, content production, and delivery platform purpose built by asset managers, for asset managers.
Assette is a full-stack system that turns investment data into customized content by automating the creation, approval, and delivery of all your client, sales, and digital content. The stack has three areas:
The Data Engine connects your data sources to Assette and manages your qualitative data.
The Authoring Center let marketers access data in Microsoft Office based editors to automate content and make reviewing faster.
The Content Hub enables sales and client service to find, customize and deliver content and data, and track engagement.
Data Engine
Modern data science practices enable data engineers and data analysts to transform your complex investment data into marketer- friendly data.
Integrate and transform your data on-the-fly.
Our competitors require you to gather, organize, and warehouse your data before it can be duplicated in their systems. Only then can you start to automate your content.
Assette uses modern data science techniques to curate your data within your content automation project. You’ll only organize the data you need, making the process more efficient and decreasing your time to value.
Flexible calculations for sales and client service teams.
Without Assette, any custom calculations—like showing performance since a market event or in a different currency—require extra development work done outside of your reporting systems.
With Assette, sales and client teams can quickly customize what they present. Assette automatically handles performance periods, risk statistics, and GIPS requirements.
Validate data before it shows up in your content.
Other vendors leave data validation to you, forcing you to validate data in disconnected systems—without knowing how it will look in your final output.
Assette simplifies this process by allowing you to validate data directly in the content production system. This ensures granular, content-aware validations that guarantee clean, accurate data every time.
Manage qualitative information about your firm, strategies and people.
Without Assette, you end up housing narratives in different places – some are stored in HR and DAM systems, and most are hardcoded in templates.
With Assette, you have a robust qualitative database with all inputs that drive your content stored in one place. Assette even calculates tenure at firm and other statistics relieving you of updating hundreds of templates each year.
Illuminate investment decisions with context and rationale.
Other vendors leave you managing rationale in various places.
Assette centralizes this process by first capturing key investment activities—like contributors, detractors, purchases, and sales. You can then easily enter the rationale behind each decision, giving you a clear narrative of what drove performance.
We even highlight any deviations from your strategy’s rep account, allowing you to automatically generate insightful, account-specific investment commentary.
Authoring Center
Microsoft Office-based tools let marketers use transformed data to create compliant, on-brand content, without help from IT.
100% no-code authoring center built for investment marketers.
Our competitors require you to learn custom authoring center and script data displays. Even small edits demand technical input and thorough testing.
Assette changes the game with 100% no-code, marketer-friendly tools. Create components using familiar Microsoft tools and drag-and-drop them to build templates for your content and data needs.
Data-driven branding for peace of mind.
In other systems, your branding is inseparable from your templates. This makes brand updates tedious and cumbersome requiring updates in hundreds of places.
With Assette, Brand Themes allow you to separate branding elements like font types and table borders from your templates. Refreshing your brand elements is as simple as updating the brand themes – your content automatically reflects the changes.
Content guardrails – governance and freedom.
With competitors, the only way to govern content is to include strict rules and make content rigid, losing the personal touch you offer clients.
Assette gives your marketing team control by setting flexible content guardrails. These guardrails ensure compliance with your firm’s governance requirements, while still allowing sales and client service teams to customize content for the unique needs of clients and prospects.
Automated batch generation and delivery means the last mile isn’t manual.
Sales enablement tools barely generate data-heavy documents and simply fall short when it comes to batch generating thousands of documents and automatically delivering them.
Our platform allows you to specify content delivery schedules, enabling batch generation and seamless delivery of materials, both internally and externally, without any manual effort.
Centralized disclosures and index descriptions – avoid regulatory risks.
Other content production tools don’t offer a centralized library of disclosures that supports regulatory needs across all content. You waste time, and take risks, manually updating disclosures in multiple places.
Assette includes a single location to manage the language regulators require you to show in your content. Our conditional disclosures automatically add text that is required by different jurisdictions and variables automatically update dates and other parts that change based on updates to data.
Review tools for compliant content.
Other vendors lack integrated compliance tools that highlight data categories critical for regulatory scrutiny.
Assette incorporates robust review tools for both compliance officers and marketing managers. There is no need to route content to yet another system and lose track of where things stand in the review process.
Content Hub
Sales, consultant relations and client service teams find, customize and deliver content and data from a central location.
Centralized document discovery for sales, client service and consultant relations.
When you work with multiple vendors, different content is in different systems. There is no single application to find factsheets, pitchbooks, RFPs and client reports.
With Assette, you find and deliver all content from a single library with your own content classification and AI-based search capabilities.
Dashboards and AI-powered answers put information at your fingertips.
With other solutions, you rely on separate tools for data dashboards and AI-powered insights, and they often deliver inconsistent information.
Assette brings both dashboards and AI-driven answers together on the same platform that creates your sales and client content. By using the same data sources across the board, you ensure consistency, accuracy, and a single location for all your critical insights—saving time and simplifying your work.
Data access for everyone.
Sales enablement systems don’t give teams access to the data behind the content, making it difficult to handle custom client requests.
In Assette, the same data components that power your content can be easily exported to Excel or CSV. Simply select the component, drag and drop the fields you need, and generate the data output—delivering it to clients just like any other content.
Client portals for anytime, anywhere client service.
Sales enablement systems don’t have secure client portals. A separate portal system means bringing in yet another vendor to provide external access to your content.
Assette is the only vendor with an integrated client portal solution and a full-stack platform for content production. It’s simple to allow external access to both documents and data, enabling internal and external users to see consistent information.
Unified engagement analytics provide a holistic view across the client lifecycle.
Many sales enablement tools provide statistics on sales materials, but client reporting software doesn’t offer such visibility.
We’re the only vendor providing holistic insights into how recipients engage with all your content across the entire client lifecycle – sales materials, client documents and portal content are all covered.
One Application, All Your Content
Assette changes the way you communicate investment results by making personalized content creation easy. Create stunning pitch books, client reports, fact sheets, and more while your competitors are wasting time manually scrubbing data and laboring over brand guides.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
RFPs & DDQs New
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Ask Assette New
Embedded AI delivers fast, trusted answers without pulling in PMs or analysts.
Commentary
Narrate the numbers with AssetteAI so you can focus on explaining the thinking behind the numbers.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Client Reports
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks.
Presentations
Customize your client and sales presentations in minutes so your team can focus on building relationships.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.
Why Choose Assette?
Compound your content – implementation effort decreases rapidly, outputs explode exponentially.
With Assette, a handful of Data Blocks feed dozens of Data Objects. Those Data Objects fuel many more Smart Shells, which may be used to author hundreds of Smart Pages. These Smart Pages can then be configured to create even more Smart Docs – the templates that drive customized content.
The result is diminishing implementation effort and exponential choice of accurate, compliance, on-brand sales, client and portal content.
Work with a single vendor - get back to managing assets, not vendors.
Managing multiple vendors for sales enablement, client reporting, and the client portal can be costly and time-consuming. It’s a hassle administering different systems, learning to use various applications, and then spending even more effort trying to integrate systems.
With Assette’s module approach, say goodbye to the complexity of multiple vendors. With a single platform that covers all your content plus offers the full-stack from data, authoring, and content discovery, you drive AUM growth and retain assets more effectively.
Don’t wait for the data warehouse – get the right data, right now, to automate your content.
Other vendors require organized data to start content automation. Implementing a data strategy is no small feat. For firms, it often requires years of implementation time, vast amounts of IT expertise, and a significant investment.
Assette plugs into your existing data sources enabling firms to immediately automate content production. What’s more, you’ll implement Assette faster than the competing software due to the integrated nature of our application and purpose-driven data work.