Create Personalized, Compliant Presentations On-Brand and On-Time
Impress clients and consultants with tailored presentations that meet their unique needs
Content freedom for sales and client service
Enable the people who work with your clients to easily customize presentations—adjusting everything from slides to performance periods—to meet the content needs of specific sales and client meetings.
Content governance for marketers
Marketers specify guardrails for branding, data that is displayed, and disclosures to ensure content that’s on-brand, on-message, and compliant.
IT-free authoring in PowerPoint
The template editor, integrated into PowerPoint and powered by our Data Engine, allows you to create new material in minutes, without needing technical assistance.
Make brand refreshing simple
Specify your branding, including the colors and fonts, using Brand Themes. When it’s time to refresh your brand, update the Brand Theme and your content reflects the new look and feel.
Automated disclosures and footnotes
In Assette, you manage disclosures in a central library and updates are automatically reflected in all your content. No more error prone manual updates.
Streamline data access, approvals, and content creation
Data access for sales and client service
With Assette, you tap into the same data used for content to get answers to questions and access data to satisfy custom requirements.
Ask Assette: AI-based answers from your investment data and content.
Dashboards: web-based investment intelligence readouts available whenever you need them.
Data Docs: quickly download raw data.
Review and approval tools
The tools to review and approve everything from content components to output are part of Assette. You define the approval steps and reviewers using no-code tools.
Reuse components and compound your content
Use the same data and template components across pitchbooks, client meeting books and client reports. Author once and reuse in many places.
Assette is the only sales enablement and reporting platform built exclusively for investment firms, delivering the power of full-stack software and modern data science to tackle even the most complex data challenges.
Build a unified content factory with Assette.
“Assette software is simple, intuitive, and easy to use. It allows us the flexibility to innovate with our content, drive efficiencies, and produce highly customized client reports in a timely manner at scale.”
