Our Software

Client Reporting, Sales Enablement and Portal Communications

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How our Software Works

Assette software automates the creation, review and delivery of client, sales and portal communications across the relationship lifecycle using a single, trusted source of data.

We are the only vendor that combines data management capabilities with authoring, production and sharing tools in a single offering.

It starts with your data

Assette handles qualitative and quantitative data sources from your firm and leading external providers. Only Assette includes pre-built interfaces to leading data sources such as eVestment, BNY Mellon Eagle, Bloomberg and FactSet, removing the need for custom integration.

PERFORMANCE

ATTRIBUTION

CHARACTERISTICS

HOLDINGS

UNIVERSE DATA

QUALITATIVE DATA

Assette is a unified communications platform featuring three core parts: the data engine, the authoring tools and the sharing hub.

1

The Data Tools create a clean, single source of truth for your marketing and client data.

The Data Engine extracts, refines, validates, and securely houses your data to ensure it is accurate and ready to be used. Purpose-built for the asset management industry, the data engine gives you tools to curate your data and an industry-specific data model to securely house everything from performance to people.

Now that we’ve gathered, prepared, and stored your data, let’s talk about your communications.

2

The Authoring Tools enable you to create, review and generate your communications using your unique brand style.

In Assette, you build templates for client reports, pitchbooks, factsheets and presentations and more with no-code editors built specifically for marketing personnel – no programming skills needed.

The approval workflows in Assette make sure that changes to your templates as well as generated content are reviewed and verified by marketing and compliance. Your clients receive only approved materials.

Learn more about our new DDQ and Commentary Engine capabilities.

With your informative and engaging communications created and reviewed, it’s time to deliver them to clients.

3

The Sharing Hub is where you share communications with your clients

Once your communications are generated (ad hoc or batch) and approved, you can share them directly from the Assette platform via email or a client portal. Also included in the Sharing portion of the Assette platform are analytics capabilities that help you track your communications and understand how they are performing.

It ends with your communications.

From the first contact with a prospect to sharing perspective with long-standing clients, Assette has you covered. Say good-bye to the time-consuming and error-prone process of gathering and validating data, creating, reviewing and delivering communications. With Assette the process is automated, improving team productivity and the quality of your communications.

SALES COMMUNICATION

CLIENT COMMUNICATION

WEB PORTALS

Is your data already curated, clean and ready for sales enablement and client reporting?

Assette offers a “Bring Your Own Database” (BYODB) approach that plugs our Authoring Tools and Sharing Hub into your data store to automatically produce and deliver factsheets, pitchbooks, presentations and portal content. With the BYODB approach, there is no housing data in Assette – we simply “fetch and show” your data from your data warehouse or data platform vendor.