How one $145B AUM firm fixed their factsheet process in 90 days—without chaos, compliance risk, or waiting on IT.
One of the industry’s leading investment firms faced a challenge familiar to many: a complex quarterly factsheet process filled with manual steps, formatting inconsistencies, and last-minute fire drills.
Today, their factsheets run automatically. Live source data is transformed through Assette’s data engine and flows directly into approved templates—no last-minute formatting, no manual QA, and no IT tickets.
Unlike traditional platforms that require clients to repackage or duplicate data within editing tools, Assette connects directly to live sources—ensuring accuracy and reducing effort. Their team didn’t just automate quickly—they built a foundation that scales.
While many platforms take 6–12 months to go live (and often support only one or two content types), The Client was fully automated in just 90 days—with a structure that now supports reports, presentations, and more.
The Client worked with Assette to fully automate their factsheets within just 90 days. The project included:
From day one, the focus was on sustainability—not just solving for factsheets, but creating a framework that could support broader automation over time.
Like many firms in the investment management space, The Client was running point-in-time QA. It worked, but it wasn’t scalable.
They recognized that automating factsheets wasn’t just about saving time—it was about creating a sustainable foundation for future growth. With that goal in mind, they partnered with Assette.
“Assette centralizes our content creation process and empowers internal stakeholders to build effective client-facing presentations.
$145B AUM firm
The firm achieved a faster, more organized reporting process, eliminated manual work, and strengthened brand consistency.
Clients experienced the same high-quality, tailored reports — only delivered more efficiently.
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