Assette for Sales
Fact sheets, pitch books and data for eVestment Omni.
  • Automatically integrate data from multiple systems and easily generate sales material – put an end to manual work and human error.
  • Provide consistent information across all materials; no more data discrepancies among fact sheets, pitch books and manager databases.
  • Prepare the entire dataset for eVestment Omni with a few clicks and populate manager databases before the competition.
Let us show you how easy it is to create all sales materials and effectively showcase your firm.
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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.

Click here to learn more about how we automate input for eVestment Omni.
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. Select pre-created elements from our Gallery or Assette will create a custom library per your exact requirements.

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.
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.

Compliance-approved GIPS® slides are automatically included in sales pitch books with zero manual work.

Click here 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.

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.

Click here to learn more about how we support compliance.
Seamless integration with your existing systems and data checks
Pre-built interfaces to leading systems such as Eagle®, Fiserv®, APX®, Axys® and FactSet® let you effortlessly send all of your data to Assette.

Each time you send data, Assette runs over 260 checks to ensure that only accurate information appears in your client material.

You send data once for all Assette applications. This data, coupled with your qualitative inputs, form one information hub to power all your sales, client and digital communications.
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