Creating PowerPoint-based sales material is simple and fully automated.
- No more rekeying data, no more errors – automatically integrate data from accounting and analytics systems
to generate sales material and eliminate manual work.
- Easily communicate the insights driving your investment decisions with sector overviews, active share analysis
and other data.
- Store investment philosophy, process, team bios, and other parts of the story in a single place and have all
sales material reflect the latest information.
Let us show you how easy it is to create presentations filled with insights and
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Spend less time preparing sales materials
Easily combine rich information, ranging from your
unique investment philosophy to process, with data
from your accounting and analytics systems, to quickly
create sales presentations and fact sheets that clearly
tell the story behind your results.
Eliminate hand-keying data or transferring Excel®
charts to PowerPoint®. No more multiple rounds of
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.
Get started quickly—it's easy to create stunning presentations
Start by simply placing charts, tables, and your insights on PowerPoint slides to create
templates, a one-time effort. Visit our Gallery
to view the charts and tables included in
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.
Automatically generate input for eVestment Omni
Consultants and asset owners rely on manager databases to make allocation decisions. Having up-to-date,
timely and accurate information about your firm in databases is a must-have to win institutional business.
While eVestment Omni fills multiple databases for you, 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 now automatically generate the files you upload to eVestment, eliminating manual errors and saving time.
to learn more about how we automate input for eVestment Omni.
Generating GIPS® disclosure slides is easy
Calculate GIPS® statistical data and create the GIPS® Compliant Presentation slide for each composite with just a few clicks.
Disclosures automatically reflect updates to verification period, examination period, and even changes to
composite and firm descriptions.
slides are automatically reflected in sales pitch books with zero manual work.
to learn more about how we support GIPS®
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.
errors and omissions. Our software makes sure every sales presentation has the GIPS®
disclosure slide and that statistics on the
slide are up-to-date.
Compliance is always in the loop. Built-in safeguards prevent publication of sales and client marketing materials without compliance approvals. All review notes
are tracked and preserved for future reference and documentation.
to learn more about how we support compliance.
Seamless integration with your existing systems and data checks
Interfaces built from the ground up for APX®
, Schwab PortfolioCenter®
, and Excel®
let you effortlessly
combine all the data you need for sales pitch books
and product fact sheets. No more relying on IT for help.
All interfaces are pre-built. Easily download them from
the web, and you are ready to transfer data in minutes.
Each time you send data, Assette runs over 260
on your data to ensure that only accurate information
appears in your important sales communications.