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# Assette: Unlike generic sales enablement or BI tools, Assette is purpose-built for investment management. We understand the demands of performance data, disclosures, and reporting workflows—and we’ve spent 25 years refining Assette to meet them.

Our software centralizes content operations, streamlines data-driven marketing, and empowers client service teams to deliver accurate, compliant materials—faster and with less rework.

## Sitemaps
[XML Sitemap](https://www.assette.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [What Makes Modern Content Teams More Effective?](https://www.assette.com/our-insights/what-makes-modern-content-teams-more-effective/): High-performing content teams share several traits:
- [InDesign vs PowerPoint: Which is the Right Tool for Investment Marketing Materials?](https://www.assette.com/industry-insights/indesign-vs-powerpoint/): When creating investment marketing materials, choosing between Adobe InDesign and Microsoft PowerPoint is important. InDesign has advanced design features, but PowerPoint is more practical for investment firms with its Excel integration and user-friendly interface.
- [What Investment Firms Really Gain from Automating Client Reporting](https://www.assette.com/industry-insights/benefits-automating-client-reporting/): Every quarter, investment firms brace for the same cycle. Data arrives late. Spreadsheets multiply. Portfolio managers get dragged into last-minute edits. Compliance reviews stretch deadlines. For many firms, automating client reporting still feels out of reach, which means teams spend late nights cobbling together factsheets, reports, and presentations, only to repeat the process again next quarter.
- [AI in Investment Management: 5 Questions to Ask Before Choosing a Client Content Tool](https://www.assette.com/industry-insights/ai-in-investment-management/): Across the investment industry, AI in investment management is being tested for everything from summarizing earnings calls to personalizing client portals, accelerating RFPs, enhancing performance attribution, and even drafting commentary. Some firms are experimenting with LLMs embedded into CRM workflows; others are exploring automated report generation or chat interfaces for internal teams.
- [Why Investment Content Automation Fails—And What to Do Instead](https://www.assette.com/industry-insights/why-investment-content-automation-fails/): Investment content automation is supposed to simplify your life. You buy a platform to streamline factsheets, pitchbooks, or client reports—only to end up managing sync issues, reworking stale data, and limping your way through every variation.
- [Assette Launches AI-Powered RFP & DDQ Automation for Asset Managers](https://www.assette.com/news/assette-launches-ai-powered-rfp-ddq-automation-module/): Boston, MA – May 15, 2025 – Assette, the content automation platform purpose-built for asset management firms, today announced the launch of its new AI-powered RFP & DDQ automation module—cutting response times from weeks to hours while eliminating redundant work and compliance risk.
- [Built for Marketers, Not IT Admins: Fixing Legacy Sales Enablement and Client Reporting Software](https://www.assette.com/industry-insights/problem-generic-sales-enablement/): What’s the true cost of your sales enablement and reporting software? Hint: it’s not on the invoice.
- [The Future of Asset Management Content Automation: Breaking Down Silos](https://www.assette.com/industry-insights/future-of-asset-management-content-automation/): Imagine an environment where client service, sales, and marketing teams no longer need to hunt for the latest approved content across disconnected systems. A world where data is seamlessly connected to one system and used to update all your materials in real time, while ensuring consistency in performance metrics, disclosures, and branding. A system that integrates compliance approvals into the content creation process instead of treating it as an afterthought. This is the future asset managers need to work toward—a vertically and horizontally integrated content automation ecosystem.
- [Why Asset Management Marketing Is Outdated – And How to Fix It](https://www.assette.com/industry-insights/modernize-asset-management-marketing/): Content automation, hyper-personalization, and AI-enabled technology are everywhere in modern corporations, yet asset management marketing teams still rely on manual workflows. Content is created one click at a time: copy, paste, verify, approve, distribute. Repeat.
- [Alpha Financial Markets Consulting Achieves ACE Status](https://www.assette.com/industry-insights/alpha-financial-markets-consulting-ace-certified/): We’re excited to announce that Alpha Financial Markets Consulting has achieved Assette Certified Expert status, marking a significant milestone in their ability to support asset management firms in implementing and optimizing content automation solutions. As part of the first cohort of implementation partners to attain this certification, Alpha is uniquely positioned to help firms streamline content delivery, enhance client communications, and improve operational efficiency.
- [Acuity Knowledge Partners Achieves Assette Certified Expert Status](https://www.assette.com/industry-insights/acuity-knowledge-partners-achieves-assette-certified-expert-status/): We're thrilled to announce that Acuity Knowledge Partners has achieved the prestigious Assette Certified Expert status. As part of the first cohort of implementation partners to attain this certification, Acuity Knowledge Partners is now uniquely positioned to help asset management firms create and deliver impactful content to their clients and prospects.
- [Instruction and Hands-On ACE Training is a Winner for Olmstead](https://www.assette.com/industry-insights/instruction-and-hands-on-ace-training-is-a-winner-for-olmstead/): Looking to streamline and automate your content creation process in the investment industry? Look no further than Assette and their Assette Certified Expert (ACE) program.
- [Cutter Has an ACE in the Hole for Assette Implementations](https://www.assette.com/industry-insights/cutter-has-an-ace-in-the-hole-for-assette-implementations/): The Assette Certified Expert (ACE) program has officially launched, with Cutter Associates gaining ACE status after participating in the pilot program earlier this year. Cutter’s Senior Director, Barbara Thomas, praised the comprehensive training that enabled their team to implement Assette swiftly and effectively at a major asset management firm.
- [Assette Launches Assette Certified Expert (ACE) Training Program](https://www.assette.com/news/assette-launches-assette-certified-expert-ace-training-program/): Assette has launched the Assette Certified Expert (ACE) program. The program is available to both internal asset management personnel and technology and business consultants serving the asset management business.
- [Assette at Institutional Investor: Solving Data and Content Challenges](https://www.assette.com/uncategorized/assette-at-institutional-investor-solving-data-and-content-challenges/): Assette CEO Thusith Mahanama moderated a packed session on managing data in a self-service business intelligence environment at the recent Institutional Investor Data & Analytics Symposium in Chicago.
- [Asset Management COOs Don’t Want to be in the Vendor Management Business says Assette CEO Thusith Mahanama](https://www.assette.com/our-insights/asset-management-coos-don-t-want-to-be-in-the-vendor-management-business-says-assette-ceo-thusith-mahanama/): Assette CEO Thusith Mahanama, commenting on the recent Clearwater Analytics acquisition of Wilshire Advisors’ performance analytics platforms.
- [Public Trust Advisors Selects Assette Software](https://www.assette.com/client-insights/public-trust-advisors-selects-assette-software/): Public Trust Advisors (PTA) has selected Assette to automate the creation, review, and delivery of their presentations, pitchbooks and factsheets.
- [Baillie Gifford and Assette](https://www.assette.com/news/baillie-gifford-and-assette/): Industry leading firm Baillie Gifford has selected Assette for client presentations and pitchbooks. Read on to learn more.
- [Why Sales Enablement Systems are Not Enough for Asset Management?](https://www.assette.com/our-insights/why-sales-enablement-systems-are-not-enough-for-asset-management/): Modern-day asset management firms need more than just sales enablement systems. Read more to find out why.
- [Barrow Hanley & Assette](https://www.assette.com/news/barrow-hanley-and-assette/): Barrow Hanley is driving efficiency with Assette. Learn more about their story.
- [Introducing AssetteGPT](https://www.assette.com/news/introducing-assettegpt/): Assette is bringing AI to asset management content creation.
- [Ariel Investments Automates with Assette](https://www.assette.com/news/ariel-investments-automates-with-assette/): Ariel Investments is automating their client reporting and sales materials with Assette software.
- [Assette + Your Data Platform](https://www.assette.com/our-insights/assette-your-data-platform/): Your data platform and Assette are a powerful combination.
- [Meet our Modules](https://www.assette.com/our-insights/meet-our-modules/): Did you know Assette has 8 content modules that give you the flexibility to select the solutions and capabilities that are right for your firm.
- [The SEC Marketing Rule, Net-of-Fees Performance and Attribution](https://www.assette.com/industry-insights/the-sec-marketing-rule-net-of-fees-performance-and-attribution/): Our take on the new SEC Marketing rule, the challenges and potential ways forward.
- [Three Tips for Implementation of Asset Management software](https://www.assette.com/our-insights/three-tips-for-implementation-of-asset-management-software/): Our head of implementation services shares his tips for a successful implementation process.
- [A Colorful New Partnership](https://www.assette.com/news/a-colorful-new-partnership/): We've just selected a design partner of choice. Get all the details!
- [Data & Design: Two Sides of the Same Coin](https://www.assette.com/news/data-design-two-sides-of-the-same-coin/): Unlocking the power of data-driven design, Assette and Emerson Ward join forces to revolutionize communication.
- [Passwords, Vitamins and Client Reports](https://www.assette.com/our-insights/set-it-and-forget-it/): Passwords, vitamins and client reports? Discover how Assette's Jeff Kenney believes they are related.
- [Five Tips: Report Design and Standing Out Without Face-to-Face Time](https://www.assette.com/industry-insights/five-tips-report-design-and-standing-out-without-face-to-face-time/): Client Report design tips to help you make a strong first impression with prospective clients.
- [The Return of in-person Events](https://www.assette.com/our-insights/the-return-of-in-person-events/): Tips we learned from our first in-person events in 2+ years.
- [Communicating in Times of Uncertainty](https://www.assette.com/client-insights/communicating-in-times-of-uncertainty/): In times of uncertainty is it better to communicate or stay quiet? We shared our thoughts along with a few tips.
- [Top Podcasts for Asset Managers](https://www.assette.com/our-insights/top-podcasts-for-asset-managers/): Grab your earbuds and get ready to plug into some of the best content for asset managers on the internet. Here are our picks for favorite podcasts.
- [Assette Welcomes James Redfearn](https://www.assette.com/news/assette-welcomes-james-redfearn/): James Redfearn is joining Assette as our Managing Director of Client Implementations!
- [Commentary Engine](https://www.assette.com/news/commentary-engine/): The Assette Commentary Engines automates the process of creating, editing and delivering investment commentary.
- [The Superbowl, Curling and Asset Management Commentary](https://www.assette.com/industry-insights/the-superbowl-curling-and-asset-management-commentary/): Assette's Brian Duddy explores the importance of asset management commentary.
- [Forbes: Entrepreneurial Persistence and Surviving the Unknown](https://www.assette.com/news/forbes-entrepreneurial-persistence-and-surviving-the-unknown/): Forbes:Assette CEO Thusith Mahanama shares with Forbes how he leads in times of uncertainty, the power of being comfortable with the unknown and the importance of entrepreneurial persistence.
- [Much Ado About Nothing?](https://www.assette.com/industry-insights/much-ado-about-nothing/): Does the choice of day count method materially affect the return annualization outcome? See what we discovered.
- [Looking Back at 2021](https://www.assette.com/our-insights/looking-back-at-2021/): 2021 has been quite the year! Assette's CEO Thusith Mahanama takes a look back at the major trends that emerged in the asset management industry.
- [An Asset Manager’s Letter to Santa](https://www.assette.com/our-insights/an-asset-manager-s-letter-to-santa/): Thusith got an exciting call from Santa this week! Find out what it was all about.
- [Diversity and Inclusion Data & Delivering Differentiation](https://www.assette.com/industry-insights/diversity-and-inclusion-data-delivering-differentiation/): Learn how diversity and inclusion data can help you differentiate your frim.
- [DDQ Automation](https://www.assette.com/our-insights/ddq-automation/): Tired of searching for answers to countless DDQs? Assette automates the completion of your DDQs with the same trusted data you use in your client reports and sales communications.
- [Career Tales from an Asset Management Insider](https://www.assette.com/uncategorized/career-tales-from-an-asset-management-insider/): What's the secret to a successful career in asset management? Assette's Kathleen Williamson shares her perspective.
- [Your Portal Across the Client Lifecycle](https://www.assette.com/industry-insights/your-portal-across-the-client-lifecycle/): Your portal: it's not just for established clients anymore.
- [An Introduction to Assette Software](https://www.assette.com/our-insights/an-introduction-to-assette-software/): Curious about what exact Assette does? Read on!
- [Client Reporting in a Competitive Environment](https://www.assette.com/news/client-reporting-in-a-competitive-environment/): Why effective presentations and client reports are an integral part of a proactive client service strategy.
- [Assette and Arria Partnership](https://www.assette.com/news/assette-and-arria-partnership/): Together with Arria, we are advancing commentary capabilities for asset management firms.
- [Looking Ahead at 2022](https://www.assette.com/our-insights/looking-ahead-at-2022/): A look at our perspective on the trends that will shape the asset management industry in 2022.
- [How Assette’s Unified Data Engine Works](https://www.assette.com/our-insights/how-assettes-unified-data-engine-works/): Your firm, clients, and investment philosophy aren’t old school, and your approach to data shouldn’t be either.
- [Where is your Data Hiding?](https://www.assette.com/our-insights/where-is-your-data-hiding/): Do you know where your data is hiding? Wherever it is, it should be working for you, not overworking.

## Pages
- [Distribution](https://www.assette.com/platform/distribution/): DISTRIBUTION
- [Production](https://www.assette.com/platform/production/): Production
- [Self Service](https://www.assette.com/platform/self-service/): SELF-SERVICE
- [From Data to Outputs](https://www.assette.com/from-data-to-outputs/): The complete journey:from your data to your clients.
- [Features](https://www.assette.com/platform/features/): Assette brings together data, governance, and content workflows in one platform so teams can create, control, and deliver critical client materials with confidence and consistency.
- [Implementation Approach](https://www.assette.com/platform/implementation-approach/): A new way to think about content automation.
- [CASE STUDY :  Investment Firm Eliminates a Major Client Reporting Bottleneck Without Adding Staff](https://www.assette.com/resources/case-studies/scaling-client-reporting-with-assette/): Case Study
- [CASE STUDY : From Manual Mayhem to One-Click Reporting](https://www.assette.com/resources/case-studies/eliminating-reporting-bottlenecks/): Case Study
- [CASE STUDY :  How $154B AUM Firm Automated Quarterly Factsheets in Just 90 Days](https://www.assette.com/resources/case-studies/from-chaos-to-control-in-90-days/): Case Study
- [CASE STUDY : Faster, Consistent Client Reporting—Without Losing Customization](https://www.assette.com/resources/case-studies/champlain-investment-partners/): Case Study
- [CASE STUDY : West Coast Equity Manager: Automating the “Last Mile” of Client Reporting](https://www.assette.com/resources/case-studies/client-reports-automating-last-mile/): Case Study
- [FAQ’s](https://www.assette.com/resources/faqs/): ← Back to Resources
- [Case Studies](https://www.assette.com/resources/case-studies/): ← Back to Resources
- [Videos](https://www.assette.com/resources/videos/): ← Back to Resources
- [How Implementation Works](https://www.assette.com/platform/how-implementation-works/): Implementing Assette
- [Resources](https://www.assette.com/resources/): Discover how leading investment firms are modernizing content and reporting – and how you can too.
- [Stop Waiting on the Data Warehouse](https://www.assette.com/stop-waiting-on-the-data-warehouse/): Are you tired of waiting for your data warehouse to deliver results? Meanwhile, you are stuck in an endless loop of copying and pasting data - wasting valuable hours - with no end in sight.
- [Break the Copy/Paste Content Creation Cycle](https://www.assette.com/break-the-copy-paste-content-creation-cycle/): Simply upload your Excel and CSV files into Assette – whether they’re provided by operations or downloaded from systems like FactSet and Bloomberg – and have Assette software automate content creation.
- [Compare to Competitors](https://www.assette.com/compare/): If you’re using a one-size-fits-all sales enablement platform, or stitching together multiple reporting tools, you’re wasting time, money, and worse – risking your firm’s credibility.
- [Authoring Layer](https://www.assette.com/platform/authoring-layer/): 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
- [Sales Enablement](https://www.assette.com/modules/sales-enablement/): Sales Enablement
- [Modules](https://www.assette.com/modules/): Assette Modules
- [Assette Client Reports](https://www.assette.com/modules/asset-management-client-reports/): Client Reports
- [AI-Powered RFP & DDQ Automation](https://www.assette.com/modules/ai-powered-rfp-ddq-automation/): RFPS & DDQS
- [Assette Client Portal](https://www.assette.com/modules/asset-management-client-portals/): Client Portal
- [What We Need From You](https://www.assette.com/resources/the-assette-pilot-program/what-we-need-from-you/): The Assette Pilot Program
- [The Assette Pilot Program](https://www.assette.com/resources/the-assette-pilot-program/): You’ve seen the demos. You understand the value proposition. However, you’re still thinking: “Will Assette actually work for us?” Well, let’s find out — in your own live environment, with your data, your workflows, and your team. No cost, no commitment.
- [Request Demo](https://www.assette.com/request-demo/): In 30 minutes, you’ll see how Assette helps leading asset managers:
- [Your Data Platform + Assette](https://www.assette.com/bring-your-own-data-to-assette/): Assette combines investment data enablement capabilities with authoring and sharing tools in a single, cloud-native offering. Our data interfacing options help you build a content platform based on your needs and IT infrastructure. But that’s just part of the story.
- [Events](https://www.assette.com/events/): January 22, 2025 | 11:30AM EST
- [Who We Are](https://www.assette.com/who-we-are/): Helping investment firms grow AUM by delivering accurate, compliant content clients trust.