How our Software Works
Assette software automates the creation, review and delivery of client, sales and web communications from a single, trusted source of data. What makes us unique, is that we are the only vendor to offer a Unified Data Engine that includes data and output tools in one place, giving asset managers a modern way to put their data to work.
It starts with your inputs.
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.
This is where our Unified Data Engine comes in.
There are 3 parts to Assette's Unified Data Engine.
The Data Tools create a clean, single source of truth for your marketing and client data.
Your clean data moves into your very own marketing data warehouse specifically engineered for asset management.
The Marketing Data Warehouse gives your firm an industry specific data model.
With your data clean and safely housed, you can use the Output Tools to put your data to work and communicate the results of your investment decisions.
The Output Tools generate your sales and client output, from factsheets and pitchbooks to client reports and portals.
Generate and review
It ends with your outputs
With Assette, you generate professional-looking sales and client communications. From pitchbooks and presentations to client reports and web portal content, your outputs can be updated automatically and shared directly via email and the web.