Key Capabilities, by Module.
Assette is one connected platform, bought as modules — commercial packages that surface its capabilities for the teams that need them. Here are the key capabilities each module brings, and who puts them to work.
The complete set of platform capabilities, and how each module surfaces them. Every capability is tagged by the platform area it lives in and who uses it.
How the Platform Surfaces Through Each Module:
Sales Enablement
Everything your distribution teams need to find, customize, deliver, and track content — plus the production engine that keeps it all current.
Content Hub
Find, customize, and deliver any piece of sales or client content — presentations, factsheets, reports, videos — right inside Salesforce, Outlook, and mobile. Always the current version, never a hunt.
Dashboards
See asset flows, wins, losses, and strategy data live — CRM and investment data in one view. Know what’s working and where to focus, without exporting to Excel.
Engagement Analytics
Know what recipients actually read — page-level engagement, document access, and website activity. Follow up on what landed, not guesswork.
My Workspace
Personal workspace to copy templates, modify content, and generate output from your own templates — without waiting on marketing.
Workrooms
Shared collaboration spaces for cross-team content projects — keeping work out of email chains and unmanaged file versions.
Vault
Every delivered material and dataset, retained and searchable by company, product, or recipient. Optional Assette Archives keeps records for 7+ years — regulatory retention handled.
Generation Hub
When your firm prefers marketing to generate on behalf of distribution teams, Generation Hub produces any output type from published templates and delivers it wherever sales can find it.
Usage Analytics
See which content your distribution teams actually use — what they generate and deliver. Stop producing content nobody uses and double down on what works.
Smart Docs
Reusable templates — factsheets, pitchbooks, reports — assembled from Smart Sections. Define a document once; generate it for every strategy, product, and client automatically.
Smart Sections
Reusable pages — slides, Word pages, Excel sheets — built from Smart Shells and tagged by strategy, client type, and others you define. Build once; stays consistent everywhere it’s used.
Smart Shells
Reusable charts, tables, and text blocks, each wired to your live data through Data Objects. Change the data once and every section and document using them updates — no manual edits.
Content Plans
Automate what gets generated, for whom, and when — recipients, timing, triggers, and delivery to email, FTP, or the client portal.
Lifecycle Map
Map content to each stage of the client lifecycle, so teams always reach for the right material at the right moment — surfaced automatically in the Content Hub.
Brand Themes
Manage fonts, colors, layouts, and disclosures in one place — including dynamic co-branding for wealth channel partners. Rebrand once and it cascades everywhere.
Email Templates
Branded email themes for delivering content — batch or ad hoc. Every send looks consistent and on-brand, without rebuilding the email each time.
Fixed Content
Upload and manage documents, blog posts, videos, and other content produced outside Assette — making them accessible through one platform.
Approvals
Every template and output moves through a governed review before it’s used — routed to the right approvers through workflow steps your marketing team builds without coding. Tracked end to end, so nothing reaches a client without sign-off.
RFPs & DDQs
Generate accurate, consistent RFP and DDQ responses in a fraction of the time — with AssetteAI doing the heavy lifting.
RFP Workspace
Manage RFP and DDQ responses end to end in one workspace — drawing on the same approved content as the rest of your materials, with every response consistent and on message.
DDQ Sites
Fetch questionnaires directly from consultant and platform DDQ websites, populate answers, and complete them in place — no re-keying from a portal into a document and back.
AssetteAI
The engine behind every response — AssetteAI generates answers from your approved content, gathers the required attachments, and produces requested data like latest holdings. Draft responses in a fraction of the time.
Brand Themes
Apply your own branding to RFP and DDQ output when you choose to present responses in your firm’s brand.
Fixed Content
Upload and manage supporting materials — documents, exhibits, and attachments — produced outside Assette.
Approvals
Every response moves through a governed review before it’s submitted — routed to the right approvers through workflow steps built without coding. Nothing goes out without sign-off.
Content Hub
Stores the attachments and supporting documents that RFPs and DDQs often request — audited financials, filings, certificates, and more — organized and ready to attach.
Vault
Every submitted RFP and DDQ, retained and searchable. Optional Assette Archives keeps records for 7+ years — regulatory retention handled.
Client Reporting
Automated client reports, CPTs, and commentary — produced and orchestrated in hours, not weeks.
Content Hub
Houses report templates, generated client reports, and supporting materials — organized and accessible to your client service teams.
Dashboards
Surface account-level summary data — the same data that drives client reports — in live dashboards for your client service teams.
Engagement Analytics
When reports are delivered as Smart Links, see how clients engage — which pages they open, what they spend time on. Turn report delivery into insight, not just a send.
Vault
Every delivered report retained and searchable by client, account, or period. Optional Assette Archives keeps records for 7+ years — regulatory retention handled.
Generation Hub
Produce reports on demand from published templates and deliver them wherever they need to go — the client portal, email, or FTP.
Smart Docs
Reusable report templates assembled from Smart Sections — generate for every client and account automatically, on brand every time.
Smart Sections
Reusable report pages built from Smart Shells, tagged by client type, account, and others you define. Build once; stays consistent across every report that uses them.
Smart Shells
Reusable charts, tables, and text blocks wired to your live data through Data Objects. Update the data once and every report refreshes — no manual edits.
CPTs
Client-Provided Templates — automatically populate client-supplied formats with your data. No manual copying and pasting, no quasi-automation using Excel.
Data Docs
Generate raw datasets — Excel or CSV — from the same data that powers your reports. Deliver the underlying numbers without a manual export.
Content Plans
Automate what gets generated, for whom, and when — recipients, timing, triggers, and delivery. Quarter-end production runs itself.
Brand Themes
Manage fonts, colors, layouts, and disclosures for reports in one place. Update once and it cascades across every report.
Email Templates
Branded email themes for delivering reports — batch or ad hoc. Every delivery looks consistent and on-brand.
Fixed Content
Upload and manage supporting materials produced outside Assette — accessible alongside generated reports.
Approvals
Every report moves through a governed review before it reaches a client — routed to the right approvers through workflow steps built without coding. Nothing goes out without sign-off.
Extended to Your Clients:
Distribution doesn’t stop with your team.
Several Distribution capabilities extend directly to your clients through a secure, branded portal — so investors self-serve what they need, when they need it, and your client service team fields fewer requests. The same governed, current content your teams rely on, surfaced for the people you serve.
Document Hub
Clients find their reports, presentations, statements, and shared materials — including uploaded documents and videos — in one secure place.
Dashboards
Clients see their portfolio and account data live — the same data foundation that powers your internal dashboards and content.
Perspectives
Account and product commentary plus broader market and strategy views — the manager’s thinking, shared directly with clients.
Data Downloads
Clients pull their underlying data as ready-to-use datasets — the same output-ready data that drives their reports.
Workrooms
Clients collaborate directly with their service team — a shared space for documents, questions, and ongoing dialogue.
Engagement Analytics
Every client interaction in the portal feeds your Engagement Analytics — so your team sees what clients actually view and can follow up with relevance.
The Shared Foundation — Every Module Runs On It:
One Foundation Beneath Every Module
Whichever modules you buy, they all run on the same connected foundation — no duplicated data, no disconnected tools.
Inputs
Data Blocks, Data Objects, Qualitative Facts, Narrative Blocks, Disclosures, and more — the data and content foundation every module draws from. Connected once, trusted everywhere.
Development
Developer Tools and Tenant Manager — what your data team uses to bring in and shape data, purpose-built for investment management.
Governance & Admin
Monitor and Admin Center — oversight, security, and control across the whole platform.
Inputs
The data and content foundation every module draws from — connected once, trusted everywhere.
Data Blocks
Read and transform data from any source — Snowflake, APIs, or files — joining across them with the full power of Python. Built once by your data team, so every output draws from the same current data.
Data Objects
Arrange datasets from Data Blocks to align with output needs. Marketing controls the data and display settings — and how much teams can customize downstream — no developers, no tickets.
Data Validations
Catch errors before content is generated — see results of validation rules written in Developer Tools.
Qualitative Facts
A curated database of approved facts about your firm, strategies, products, and people. Powers AI answers and auto-calculates figures like team tenure — so the qualitative story is always consistent and current.
Fact Blocks
Free-form blocks of text, images, and attachments that extend your Qualitative Facts — richer source material for answers and output, all approved and reusable.
Narrative Blocks
House commentary once and AssetteAI derives the variations — product, account-level, and summarized versions from a single strategy narrative. Commentary at scale, without rewriting it by hand.
Disclosures & Index Descriptions
Centralize disclosures, GIPS language, and index descriptions. Applied dynamically based on conditions like client location and index usage — update once, cascades everywhere.
Data Files
Host source data as files in Assette — on their own, or joined with data from your warehouse. Data Blocks read from them fresh each time, so nothing is staged or duplicated.
Development
The tools engineers and analysts use to bring in and shape data — the deepest layer of control.
Developer Tools
What data engineers and analysts use to build Data Blocks and Data Objects — purpose-built for handling data in investment management.
Tenant Manager
Move artifacts between development, UAT, and production tenants — supporting the change-control and governance requirements some IT organizations have.
Governance & Admin
Oversight and control across the whole platform — so nothing runs unseen.
Monitor
Centralized operational oversight — from status of batch jobs to use of data components. One place to see what’s running, what’s complete, and what needs attention.
Admin Center
Platform configuration, access control, and SSO in one place. Enterprise-grade security and governance that scales to firms of any size.