Spend less time preparing sales materials
Automatically combine data from multiple systems, easily add narratives, and effortlessly create sales presentations and fact sheets that tell the story behind your results.

Eliminate hand-keying data and creating charts in Excel®. No more multiple rounds of error corrections.

Even AUM data, such as assets by client type and by vehicle, is automatically calculated; sales presentations and product fact sheets are generated in seconds.
Automatically generate input for eVestment Omni
Having up-to-date, timely and accurate information in manager databases is a must-have to win institutional business.

While eVestment Omni populates multiple databases, you must still prepare input files about your firm and strategies. Manually preparing these files takes time and can introduce errors that cost you mandates from institutional clients.

With Assette, you can automatically generate the files you upload to eVestment, eliminating manual errors and saving time.
Get started quickly—it's easy to create stunning presentations
Simply place charts, tables, and text on PowerPoint slides and then link them to data variables to create templates, a one-time effort.

Then, Assette automatically populates templates with data from your portfolio accounting and analytics systems.

Investment stories and strategy-specific insights are automatically integrated to create compelling sales presentations.
Built with compliance in mind
Never omit a regulatory disclosure again. Our automated controls prevent publication of reports and presentations that don’t include required disclosures.

Compliance is always in the loop. Built-in safeguards prevent publication of sales and client materials without compliance approvals.

All review notes are tracked and preserved for future reference and documentation.