Discover how leading investment firms are modernizing content and reporting – and how you can too.
While many platforms take 6–12 months to go live (and often support only one or two content types), this client was fully automated in just 90 days—with a structure that now supports reports, presentations, and more.
A mid-sized investment firm was drowning in manual reporting workflows, relying on spreadsheets, slide decks, and constant Portfolio Manager input just to get client materials out the door. Assette replaced that fragile, multi-team process with a single automated workflow that Marketing and Client Service can run on their own. What once took days now takes a few clicks, giving teams time back and giving them control over the entire reporting cycle.
Assette is a content-automation platform built for investment firms. It connects to your existing data sources and transforms those inputs into sales- and client-facing materials—factsheets, pitchbooks, RFPs, client reports, commentary—using both templated and AI-based approaches.
Assette also enables sales and client service teams to customize and deliver content, track engagement, and extend the same data and content through client portals and digital experiences.
It removes much of the manual work—chasing down numbers, reformatting slides, duplicating content—by giving you a single source of truth for your data and outputs.
Unlike generic tools, Assette is purpose-built for the investment management industry. It understands performance history, GIPS/footnote requirements, multiple disclosure layers, and the compliance rigor of client communications.
It unifies your data, authoring, and delivery layers into one platform—reducing the “glue” work typically needed across separate systems. And unlike BI platforms, Assette is managed by marketing, not IT. The templating layer is familiar: PowerPoint, Excel, Word, and web-based formats.
Assette combines data connectivity, AI automation, sales enablement and approval workflows allowing you to have one unified content factory to produce all your content types including digital experiences. All this in a marketer-friendly platform that does not require you to hire people to manage the system. While others focus on narrow slices—like sales enablement, presentations, client reporting, or digital publishing—Assette brings them together. The result is faster, compliant communication built from one trusted data foundation and managed by a small team of marketers.
Assette connects directly to your existing data sources—data warehouses, performance systems, even Excel—and streams that information into the platform. There’s no need to copy or rehouse your data.
Data blocks and data objects transform, shape, and present that information in marketer-friendly formats for consistent, reusable content.
Content in Assette is data-driven. When your underlying data changes—say, updated performance numbers for new quarter—your materials update automatically. That eliminates manual edits, version mismatches, and outdated figures.
Workflows, version control, and approval processes ensure accuracy and auditability throughout the review cycle.
No.. Assette is designed so marketing and content teams can author templates, apply logic, and manage outputs with no IT support.
Of course, during implementation, IT resources are needed to connect data sources and do data preparation, if required (this depends on the state of data in your source systems).
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