Today, we announced that Public Trust Advisors (PTA) has selected Assette to automate the creation, review, and delivery of their presentations, pitchbooks and factsheets.

You can read the press release here.

With an AUM of $64.9 billion, PTA is focused on driving efficiency with their sales and client content process. The automation capabilities in Assette software will empower their team with easy access to their investment data and comprehensive tools to turn that data into compelling content for clients and prospects.

When it comes to investment content, speed and accuracy are essential. It’s a crowded marketplace and firms must distinguish themselves by highlighting their perspective and approach. This requires three simple ingredients -- accurate and up-to-date data, an empowered team, and the right tools to create, review and deliver engaging content.

For more than two decades, Assette software has brought these ingredients to leading firms around the world. Our focus is exclusively on turning investment data into content for asset management firms. As such, we innovate to combine technology advances with expertise in asset management.

IT progress and the “art of the possible” for asset management firms is unlikely to slowdown. That’s why we are seeing a growing number of firms such as PTA that are looking for modern technology solutions tailored for the asset management space.  I am thrilled to welcome them to the growing Assette family and look forward to seeing how our software will help them grow.

Contact us for a demo and to learn how Assette can help your firm turn investment data into content.