Outprepare the Competition. Win More Business.
Your competitors are walking into the same meetings. Whether your team arrives prepared — with the right content, current data, and no time lost getting there — makes the difference.
Our Benefits
Find materials, data, and knowledge
Every strategy. Every sales phase. Materials, knowledge, and live data — organised the way investment management teams actually work. Right in your CRM, Outlook, and mobile.
Customize the message for your audience
Go deeper than a slide swap — performance periods, rationale behind investment decisions, and insights from your portfolio manager. Your sales team does it all, without compromising compliance.
Make your case with confidence
Winning business isn’t just about performance — it’s about conviction in your process and people. Give your team everything they need to show why you are stronger than the competition — documents, key data, and narratives — whether sending ahead or presenting in person.
Stop guessing what your team sends
Know exactly what your team is using to have conversations — content types, specific pages, and even the fund ratings or benchmark data you pay for. Stop producing content nobody uses.
Know what recipients actually read
Email open stats are meaningless. Know what your recipients actually found valuable — which pages, which data, how long. Follow up on what matters, not guesswork.
Content produced automatically
Horizontal sales enablement software doesn’t fully automate content production. With Assette, every factsheet, pitchbook, and presentation is automatically generated from your live data sources. Your teams always have current and compliant materials.
All sales enablement platforms let you find and send content.
Assette does that — and everything else they don’t.
Content fully automated from live data — not semi-automated templates that still require manual updates.
Organized automatically by strategy, sales phase, and content type — no manual tagging needed.
AUM by client type, strategy, and team tenure — all calculated automatically. No resorting to Excel for calculations.
Dashboards built for investment sales teams — asset flows by strategy, consultant, or wealth advisor; all powered by the same data that drives your content.
Purpose-built for how your teams work — not generic software retrofitted for investment management.
Built on the Same Foundation as Every Assette Module.
Every module connects to the same live data sources — Snowflake, Bloomberg, FactSet, and others. Set up once, shared everywhere. No duplicate data, no reconciliation.
Your marketing team builds and controls templates, data settings, and branding — without IT involvement. Define once, applied everywhere.
Every output goes through a governed approval workflow before it reaches a client. Compliance has full visibility. Nothing gets out without sign-off.