Assette’s cloud-based software enables institutional asset managers to automatically produce all sales and client communications. Our software was built specifically to eliminate “last mile” problems so you can focus on conveying the value you add to clients.


We stand behind our software. We promise to delight you through setup and beyond. If you’re not happy, cancel within 90-days of setup – there are no penalties, obligations or fine print. It’s that simple!
How data flows from operational systems to client reports and pitch books in Assette software
  Assette for Sales
A fully automated way to create fact sheets, pitch books and data for eVestment Omni.
  • Focus on content and message delivery; not on mundane production work.
  • Eliminate human error by automatically integrating data from multiple sources.
  • Gain a competitive edge by delivering information faster to prospects and consultants.

  Assette for Clients
A streamlined way to generate client reports, meeting books and account-level data for consultants.
  • Make quarter-ends stress-free by generating and delivering client materials with just a few clicks.
  • Enhance trust by taking client materials beyond basic portfolio values and performance.
  • Increase client satisfaction fulfilling custom data requests faster.
  Assette for Web
The easiest way to keep clients and consultants continuously updated.
  • Increase transparency by providing secure online access to portfolio information.
  • Showcase operational excellence with daily visibility into portfolios.
  • Free up time for proactive client service by enabling clients and consultants to self-answer routine questions.

Visit the Gallery to see examples of work we have done for leading investment management firms. See for yourself how other firms are delivering insights and communicating the value of active management.
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