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 Tools 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.
One Application, Multiple Data Integration Options
It starts with your data. Where you store your data and how much processing you do in Assette is up to you. Based on your data’s readiness for generating content, our three flexible data processing methods provide multiple ways to leverage data in a marketer-friendly manner.
Grab & Show
You have the perfect warehouse – data is scrubbed, transformed, and calculated into reporting datasets. Connect Assette to your warehouse to “grab” these datasets and “show” in your content.
Prepare & Show
Your data is in multiple locations and not yet ready for reporting. Use Assette to “prepare” your data into virtual reporting datasets. Then “show” these datasets in your content.
Store & Show
You need to persist data used in content to avoid routine operations changing that data. Use Assette to “prepare” reporting datasets and “store” securely in the cloud. Then, “grab” these stored datasets and “show” in your content.
No Warehouse? No Problem!
Whether your data is ready or not, Assette lets you automate your content production. Use our powerful data interfacing methods to tap data directly from your accounting and performance systems, a partially built data warehouse, a fully built cloud data platform, or whatever form your data is in.
Still using Excel files?
Use the same attribution, holdings, and other Excel/CSV files you use today as data sources to automate your content.
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.
Presentations
Look good in front of your clients with customized, current, and accurate presentations. Personalize your client and sales presentations in minutes so your team can focus on building relationships.
Client Reports
Tired of spending weeks creating and reviewing quarterly reports? Automate your client reports process with Assette to create, review, and deliver accurate and engaging content in hours instead of weeks.
Factsheets
Automate your factsheet process with Assette – your content will always be up-to-date and accurate.
Due Diligence Questionnaires
With Assette, use the same, trusted data in your client reports and sales materials in your DDQs. Go from DDQs being an arduous, weeks-long project to one that takes hours to complete with reliable data.
Investment Commentary
Share the rationale behind investment decisions to build trust and transparency with clinets. It’s also a big part of staying ahead of competitors.
Client Portal
Impress your clients with 24-7 access to interactive fund factsheets, portfolio details, and personalized insights. Assette Client Portal helps you deliver exceptional client service on demand.
Data Engine
Modern data science practices transform your complex investment data into marketer- friendly data.
Support for quantitative data, qualitative data and image Data: A single source of truth for everything in your content
Our competitors require you to gather, organize and warehouse data before starting to automate content. You must then load data to the vendor system and invariably do more data organizing to match content needs.
Assette lets you organize your messy data as part of your content automation project. Organizing data is now targeted and efficient since you know the data needed by your content. When it comes to qualitative data – narratives about your firm and people, rationale behind your investment decisions, etc. and image data like photographs and logos – the choice is yours. Store and manage qualitative data in Assette or stream it just like other data or a combination.
Calculations that provide freedom to sales and client service teams
Other vendors require you to calculate all the numbers and load them into their systems. When sales or client service needs to show a custom performance period or values in a different currency, it takes development work to fulfill the custom need.
With Assette, you provide freedom for sales and client teams to customize content – stream base performance factors and foreign exchange rates and use Assette to calculate exactly what your clients and consultants are asking you for. Assette also covers calculations on qualitative data – stop manually updating tenure for people or average experience of the investment team.
Streamline disclosures, index descriptions, and rationale in one place
With other systems, updating disclosures requires hardcoding or complex scripting, leading to more IT tickets for even minor changes.
Assette simplifies this process by centralizing all disclosures, index descriptions, and investment rationale in one location, fully approved and versioned. You can easily include data variables to keep disclosures self-updating and automate compliance with country specific requirements using disclosure conditions.
Data-level color management makes creating impactful visuals simple
Other applications struggle with color consistency, requiring either extensive coding or tedious, error-prone manual adjustments at the template layer.
Assette simplifies this process by allowing you to specify colors directly at the data level. With Assette, you assign colors to benchmarks, net vs. gross performance, and other data points, ensuring uniformity across all your sales, client, and digital materials.
Authoring Tools
Microsoft Office-based templating tools for marketers to create compliant content, on brand and on time, without help from IT.
100% no-code authoring tools – no waiting for custom requests
Our competitors require you to gather, organize and warehouse data before starting to automate content. You must then load data to the vendor system and invariably do more data organizing to match content needs.
Assette lets you organize your messy data as part of your content automation project. Organizing data is now targeted and efficient since you know the data needed by your content. When it comes to qualitative data – narratives about your firm and people, rationale behind your investment decisions, etc. and image data like photographs and logos – the choice is yours. Store and manage qualitative data in Assette or stream it just like other data or a combination.
Data-driven branding and display rules for peace of mind
In other systems, your branding is inseparable from your templates. This makes updates tedious and cumbersome. Changing a single brand element, like a logo, could mean updating hundreds of templates. Additionally, implementing conditional formatting, such as different colors for outperformance and underperformance, requires coding.
With Assette, Brand Themes allow you to separate branding elements – like font types and table borders from your templates. Updating your brand elements is as simple as updating the brand theme – your content will automatically reflect these changes. Furthermore, you can define brand behavior based on data conditions without any coding – your marketing team can now rest easy knowing that your brand rules are always upheld.
Content guardrails – customize with confidence
With competitors, the only way to govern content is to include strict rules and make content rigid, losing the personal touch you offer clients. Customization requests either involve IT or sales and client service resorts to Excel to get exactly what they need.
Assette allows marketers to set limitations on the use of content – whether for an asset class or strategy, client type, country or even interaction type – our software ensures that the limitations are honored by automatically hiding any components that doesn’t fit the intended use of content.
Compliance reviews and versioning for up-to-date, 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 marketers. These tools clearly indicate content that includes performance and other information frequently audited by regulators, ensuring you always deliver up-to-date, compliant materials. With Assette, you can confidently manage your content, knowing it meets all regulatory requirements.
Content Hub
Find, customize and share both content and data from a central location and track how people engage with your content.
Centralized document discovery & dashboards: focus on relationships, not finding your content
When you work with multiple vendors, different content is in different places. There is no single location to find pitchbooks, factsheets and client presentations.
With Assette, you share all content from a single library with your own content classification and AI-based search capabilities. Easily fulfill custom data requests from clients and consultants without hunting for data in Excel. What’s more, use the same data components used for sales and client documents to deliver information internally using dashboards without the need for yet another vendor.
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 the usual manual effort.
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. With Assette, you use the same data components and dashboards technology to provide daily portfolio information to clients. It’s simple to allow external access to required content, enabling internal and external users to see identical materials.
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.
Assette is the only vendor that provides 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.
Why Choose Assette?
Compound your content – implementation effort decreases rapidly, outputs explode exponentially
With Assette, by investing a little effort upfront, you can generate an exponential return on your content creation efforts while minimizing additional implementation effort.
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, compliant, on-brand investment content. Give your sales and marketing teams the freedom to create highly customized content at scale.
Work with a single vendor – simplify your workflow, amplify your growth
Managing multiple vendors for your sales, client, and portal content 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 modular approach, your team can save time and maximize output. Our vertical integration results in less training, organized data, streamlined production and compliance workflows, all in one system. The result – your clients receive world-class content on time, every time.
Say goodbye to the complexity of multiple vendors. With a single source of truth, you can drive AUM growth and retain assets more effectively.
Infused with AI – specially trained for the investment industry
AssetteAI was built specifically to generate investment language and understand investment questions. Automate your investment commentary and effortlessly answer RFP questions with cutting-edge natural language processing advancements.
Skip the hassle of training generic AI models—we’ve done the heavy lifting, so you can focus on growing AUM and delivering exceptional service to your clients.