Our Software

Sales enablement, Client Reporting and Digital Communications for Asset Managers.


Powered by the industry’s only Unified Data Engine, Assette enables asset managers to strengthen relationships by taking sales, client and digital communications beyond the numbers to convey the insights behind investment decisions.

Assette automates the creation of marketing and client content from a unified system. The result?

Less human manipulation of data, less time spent cutting and pasting, fixing broken links and incorrect formulas and better, more accurate information for your clients.


  • One location for all inputs – quantitative and qualitative – and to generate sales, client and digital output.
  • Cloud-based for firm wide access and remote working.
  • Ability to share information directly from Assette via email, digital links and a client portal.
  • PowerPoint-based reporting components.
  • Content review and disclosure management.
  • A calculations layer that covers GIPS and risk statistics.
  • Built in data validations, scrubbing and enriching.
  • Pre-built interfaces for systems you already use such as BNY Mellon Eagle, eVestment, Advent, Bloomberg, FactSet and others.