Engagement Layer: Modernizing the way the way you interact with Clients

Your content Is everywhere—except where you need it.

Find, share, and track the right content— faster, safer, and with zero guesswork.

When content lives in too many places across too many tools:

Sales spends more time hunting than helping

Marketing gets pinged for fire drills

Client Service checks instead of sharing

Investment teams field the same questions again and again

Assette Content Hub is the single source of truth—covering answers to strategy questions, factsheets, presentations, client reports, RFPs, commentary, and more.

Freedom for Sales and Client Service. Guardrails for Marketing

Deliver timely, personalized content that builds trust and drives meaningful client conversations.

Not Just a Library—An Intelligent System

With AI-powered tools built in, Content Hub goes beyond storage.

AI agents query your firm’s data and return contextual answers

RFPs get filled with high-confidence drafts before SMEs are ever looped in

Sales and Client Service build materials without tapping IT or Marketing

Deliver timely, personalized content that builds trust and drives meaningful client conversations.

Client Portals deliver personalized, intelligent experiences for your clients. Your internal content system is now client-ready.

Client Portals enable self-service—
with AI-enabled experiences coming soon:

Proactive Delivery: Anticipate client needs before they ask

Secure Exchange: Governed uploads/downloads with full visibility

Engagement Insights: Know what clients care about

Client-Facing Ask Assette: Branded AI that lets clients query their own data (e.g., Ask Granite Partners)

From internal chaos to external clarity— Assette connects the dots.

Your clients don’t see the scramble, but they feel the delay.
See how Assette takes the chaos out of content distribution.