Stop wasting time on manual updates every quarter. Assette’s factsheet automation keeps your facts straight, compliant, and on-brand—every time.
There’s no IT work to build templates. Create professional factsheets using PowerPoint – zero scripting or coding.
Adorn your factsheets with pictures of portfolio managers and automatically calculate their tenure at your firm and industry experience.
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, GIPS statistics, and index descriptions are driven from a central library, ensuring every factsheet is accurate and up to-date, without manual revisions.
Publish approved factsheets to your content hub – 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.
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.
Stream live data from your source systems – no duplication, no lag, no stale numbers.
Create once, use everywhere. Reuse data and design components so every piece of content stays accurate, polished, and on-brand at any scale.
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