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 That eliminates manual edits, version mismatches, and outdated figures.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).
Assette is used primarily by institutional investment management firms managing all asset classes ranging from public and private equity, fixed income, credit to real estate, but it’s also well-suited for wealth managers, alternative managers, and home-office teams producing data-driven materials.
The value grows with the number and complexity of documents your firm produces. If you’re creating only a few reports or factsheets per quarter, you may not need full automation. But as you manage multiple share classes, strategies, and report types—and the need for accuracy, compliance, and speed increases—Assette becomes a real time-saver and consistency engine across deliverables.
Most firms assemble a small project team: a business analyst, a data engineer, and an author. Together they define scope, connect data sources, author templates, test outputs, and train users.
Assette is cloud-native (running on Microsoft Azure), minimizing the need for heavy IT infrastructure.
Assette’s pricing is based primarily on firm size and the amount of data processed through the platform. Tiers align with assets under management (AUM) and the portion of those assets managed through Assette.
For example, if your firm manages $100 billion AUM and runs $75 billion through Assette, you’re priced at that tier. This ensures larger firms—those generating more data-driven content—pay in proportion to their scale, not by user count.
Assette was founded in 1998 by two veterans of Frontier Capital Management. Their goal: leverage technology to improve marketing, client service, and productivity for investment firms.
Assette exists to make complex investment data clear and trustworthy.
We believe investment clients deserve clarity, and the teams who serve them deserve tools that make accuracy effortless. We value open communication, transparency, and long-term partnership, the same principles our clients bring to their own investors.
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