From Patchwork to Platform
Most firms run five or more tools to manage sales and client content.
None of them share data. None of them share content. None of them enable sales. Assette replaces the patchwork — one platform, everything connected.
Buy what solves your biggest problem today.
Add others without starting over.
Sales Enablement
Your sales team spends hours finding content before every meeting. Sales Enablement gives them everything they need — produced automatically, always current, always compliant. Explore Sales Enablement >
RFPs & DDQs
RFP responses and DDQs completed in a fraction of the time — accurate, consistent, and drawn from the same content foundation as everything else your firm produces. Explore RFPs & DDQs >
Client Reporting
Quarter-end shouldn't take weeks of manual work. Client reports, CPTs, and commentary produced automatically — your team reviews, not rebuilds. Explore Client Reporting >
Client Portal
You can do better than quarterly PDFs. Give your clients a portal that's always current, always connected, and always on. Explore Client Portal >
Start with one. Scale to all.
Every Assette module shares the same data foundation — the same live data connections, the same content layer, the same compliance governance. Add a module and it connects without starting over.
Nothing is rebuilt. Nothing falls out of sync.
Built specifically for investment management — the workflows, the compliance requirements, the content types. No workarounds, no adapting generic software to fit your world.
Every module shares the same data connections. Add Sales Enablement after RFPs and your content is already there. Add Client Reporting and your data is already flowing. Nothing starts over.
Buy what you need. Use it alongside your existing tools if you want. Scale when you're ready. No forced platform adoption.
Start with one module and see how quickly everything connects.