One Foundation.
Every Output Built On It.
Your data connects to Assette once and stays live — never duplicated, never rehoused. Every pitchbook, client report, and RFP downstream draws from the same trusted source.
Most firms don’t have a data problem. They have a data duplication problem.
The same performance and holdings data gets imported and housed across every tool your firm runs — one copy for sales enablement, another for client reports, another for RFPs. Every copy is a chance to drift out of sync. Every reconciliation is time your team shouldn’t have to spend.
Connect Once.
Trust It Everywhere.
Your data enters once and powers every output — no copies made, nothing rebuilt downstream.
Assette reads from your source systems directly. Your systems of record stay authoritative — Assette never becomes another copy of your data.
Data Blocks bring in and shape your data — with the full power of Python for sophisticated transformations and calculations where you need them.
Data Objects arrange the transformed data to align with what your content needs — so every output draws from consistent, output-ready data.
Connected to whatever your firm runs on.
Data flows in live from the systems you already run — not copied into Assette, not maintained twice.
Write validation rules once and Assette checks your data against them automatically — catching issues at the source, before any content is generated. Your team sees validation results in one place, so nothing questionable flows downstream into an output.
Qualitative Facts is a purpose-built home for the non-numeric information every firm relies on — facts about your firm, strategies, products, and people. Curated and approved once, then reused across every output and answer. AssetteAI draws on it to answer questions and even calculate figures like team tenure automatically.
Disclosures, GIPS language, and index descriptions — housed centrally and applied dynamically across everything Assette produces. Show the right disclosure based on conditions like client location, and display index descriptions only for the indices that actually appear in an output. Update once, and it cascades everywhere.
The foundation everything else depends on.
One source of truth — data enters once and powers every output, so nothing drifts out of sync.
No duplication, no reconciliation — your systems of record stay authoritative.
Accurate by design — validations catch errors before content is ever generated.
Numeric and qualitative data together — the complete foundation for every output and every answer.
Compliance built in — disclosures and index descriptions applied automatically, everywhere.
See Assette in Action.
Your data, connected once — the foundation every output is built on.