Generate, Review and Deliver Personalized Client Reports at Scale
Deliver tailored reports that delight your
clients—whether they’re trustees, field
consultants, or financial advisors—at the
scale your firm demands.
Client service owns customizing
Empower your client service team to customize reports without relying on IT or operations. The days of sending one-size-fits-all reports are over.
Marketing owns branding
Assette enables marketing to set the guardrails for branding so client services can customize with confidence.
IT-free templating in PowerPoint
Our template editor is based on PowerPoint, making creating templates simple for client reporting teams. No need to involve IT—your teams can quickly adapt to the changing needs of clients with full autonomy.
Data Docs cover custom data requests
Fulfill custom data requests with ease by using the same data components that power your client reports. When clients ask for holdings or monthly performance as raw data, you simply drag-and-drop columns to satisfy the request.
Filling Custom Client Templates is now simple
Consultants, financial advisors, and asset owners send you a multitude of custom templates to complete each quarter. Every template has a unique format, and some require custom sector and country classifications. Automatically fill CCTs using the same data that powers client reports.
Batch generate, deliver, and track engagement
Automatically produce thousands of client reports in hours, review and deliver right in Assette. Send client reports as Assette Links and see who is reading what pages in your materials.
Give sales and client
service instant access
to answers.
No more scrambling for data. Get AI-powered insights and pull the same trusted data used for content—so you can respond faster with confidence.
Make approvals
effortless.
Stream live data from your source systems – no duplication, no lag, no stale numbers.
Scale with simplicity
and consistency.
Create once, use everywhere. Reuse data and design components so every piece of content stays accurate, polished, and on-brand at any scale.