Automate & Elevate Your Factsheets
Stop wasting time on manual updates every quarter. Assette’s factsheet automation keeps your facts straight, compliant, and on-brand—every time.
Marketing is in charge with no-code editors
There’s no IT work to build templates. Create professional factsheets using PowerPoint – zero scripting or coding.
Automatically update manager stats and photos
Adorn your factsheets with pictures of portfolio managers and automatically calculate their tenure at your firm and industry experience.
Produce in Batches
Whether it’s five or five hundred factsheets, batch processing gets it done in minutes. Set up your templates once – when your data is ready each quarter, Assette handles the heavy lifting.
Disclosures and GIPS are covered
Disclosures, GIPS statistics, and index descriptions are driven from a central library, ensuring every factsheet is accurate and up to-date, without manual revisions.
Track, share, and engage
Publish approved factsheets to your content library – the central location that houses all your sales and client materials. Deliver factsheets right from Assette and measure who engages with the content you send.
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.”
