Automate & Elevate Your Factsheets
Stop wasting time on manual updates every quarter. Assette’s factsheet automation keeps your facts straight, compliant, and on-brand—every time.
Marketing is in charge with no-code editors
There’s no IT work to build templates. Create professional factsheets using PowerPoint – zero scripting or coding.
Automatically update manager stats and photos
Adorn your factsheets with pictures of portfolio managers and automatically calculate their tenure at your firm and industry experience.
Produce in Batches
Whether it’s five or five hundred factsheets, batch processing gets it done in minutes. Set up your templates once – when your data is ready each quarter, Assette handles the heavy lifting.
Disclosures and GIPS are covered
Disclosures, GIPS statistics, and index descriptions are driven from a central library, ensuring every factsheet is accurate and up to-date, without manual revisions.
Track, share, and engage
Publish approved factsheets to your content library – the central location that houses all your sales and client materials. Deliver factsheets right from Assette and measure who engages with the content you send.
Give sales and client
service instant access
to answers.
No more scrambling for data. Get AI-powered insights and pull the same trusted data used for content—so you can respond faster with confidence.
Make approvals
effortless.
Stream live data from your source systems – no duplication, no lag, no stale numbers.
Scale with simplicity
and consistency.
Create once, use everywhere. Reuse data and design components so every piece of content stays accurate, polished, and on-brand at any scale.