Authoring Center puts Marketing in control—with AI-powered tools, live data, and built-in approvals that let everyone move faster without going off-brand
You’ve patched together platforms. Bolted on point solutions. Forced generic tools into specialized workflows they were never built to handle.
Generic platforms don’t understand complex investment data, content that evolves each quarter, or review cycles to verify compliance.
Vertical tools might—but only for one content type, with no plan for others.
You’ve seen how that story ends: long implementations, constant rework, and no real path to full automation.
It’s purpose-built for investment management—combining live data connections, dynamic templates, integrated approvals, and AI agents in a single platform.
Built for Marketing. Trusted by Compliance. Run without IT.
Creating high-stakes investment content isn’t just about automation—it’s about confidence.
Assette’s Authoring Center includes intelligent agents that help your team move faster without losing control.
AI agents delivering data to sales and client service and answering portfolio questions.
AI that automatically fills RFPs and DDQs.
AI-generated commentary offers a head start—drawing from your firm’s research data to create contextually accurate, editable draft language.
With Assette, your factsheets, presentations, and client reports are:
Built on live data
No duplication, no rework
Easy to update
Change once, reuse everywhere
Compliance-friendly by design
Approval workflows are built in
Componentized and reusable
No reinventing every time
No more chasing numbers.
No more wondering what’s approved.
Just accurate, up-to-date content— on time, every time.
Assette brings your data, AI agents, templates, approvals, and deliverables into a single system From first draft to final output, the entire process lives in one place—purpose-built for investment content. And with AI producing content, your team gets more leverage without losing control. No detours. No delays. No duplication.
You don’t need to overhaul everything to see impact. Assette is modular, focused, and designed for phased wins. Start with the AI-powered content that generates responses. Fix the handoffs that cause the most stress. Then expand across every deliverable—factsheets, pitchbooks, reports, dashboards, and client portals. This is the only industry we serve—and we’ve seen it all.
Whether you’re running the full content lifecycle or collaborating with compliance, data, and client service—Assette brings it all under one roof.
With AI agents that lighten the load and a system built to scale, your team can do more—with less chaos and fewer people. It’s time to stop stitching together workarounds and calling it a system.
Start fresh. Start scalable. Start with the system your team deserves.
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