Assette brings together data, governance, and content workflows in one platform so teams can create, control, and deliver critical client materials with confidence and consistency.
Eliminate time wasted hunting for the latest version of materials, answers and datasets. Sales and Client Service now have one trusted source to find and deliver all your content, both generated in uploaded to Assette.
Automate when, to whom, and how, content is generated, reviewed, and delivered.
Use AI to automatically answer RFPs and DDQs. Leverage the same inputs used across sales materials so you have consistent messaging across all your communications.
Keeps collaboration out of email chains and unmanaged file versions. Workrooms let teams build, review, and refine content together.
Files and organizes what you sent to clients and consultants so you can find by company, product or recipient.
Give sales and service teams real-time visibility into product and portfolio data.
PowerPoint templates assembled from reusable, data-driven slides that adapt to different sales and servicing needs.
PowerPoint, Word and Excel pages that marketing creates using reusable chart, table and text components.
Reusable MS Office components that update automatically from data.
Centralize fonts, colors and other branding elements and dymically apply to your materials. No more updating 100s of decks when your brand changes.
Templates for delivering data in CSV and Excel formats. No IT work needed – marketing teams drag-and-drop fields from the same components used in other materials.
Client-Provided Templates
Automatically fill data-heavy templates provided by clients and consultants.
Use AI to draft your commentary, including stock stories, for both products and individual accounts.
A purpose-build database to house information about your firm, strategies, and people. Calculating people tenure and other statistics are fully automated.
Centralize regulatory and GIPS text across all outputs. Use variables to automatically update disclosures.
Arrange datasets brought in by Data Blocks to align with output needs. Data Settings and Display Settings let marketers customize materials without IT.
Bring in datasets to Assette from Snowflake, APIs or even files. Use the power of Python to tranform and calculate if needed.
Catch errors before content is generated by enforcing data checks and rules.
Provides centralized operational oversight across the platform.
Define approval paths without zero technical effort. Reviewers use an inbox-like interface to review and approve materials.
Supports enterprise security and governance requirements by controlling platform configuration and access.
All the tools your data engineers and business analysts need to bring in and arrange data.
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