Assette enables you to automatically create stunning sales and client content while your competitors are wasting time manually scrubbing data and laboring over brand guides.
Assette offers six modules to automate all your content. Each module provides the power of Assette’s full-stack software.
Purchase only what you need now and keep adding modules to build a complete content automation factory.
One Application, All Your Content
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Presentations
Customize your client and sales presentations in minutes so your team can focus on building relationships.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.
Client Reports
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks.
Commentary
Narrate the numbers with AssetteAI so you can focus on explaining the thinking behind the numbers.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Multiple Modules, One Application
Implement, learn and use a single application to automate sales, client and portal content. No more administering different systems. No more managing multiple vendors.
The Same Data Everywhere
Whether your data originates from a single data warehouse or multiple performance, analytics and accountings systems, the same datasets are available for use across all modules. Now, your clients see the same story in your factsheets, pitchbooks, client reports and the portal.
Reuse Components
As you add modules, you reuse data and template components created for existing modules. Automating new content types becomes easier and easier. Your effort keeps compounding, your content keeps growing exponentially.
Compliant Content
All modules rely on a centralized disclosure library and review tools. You produce on-brand, compliant content, on-time, every time.
How Assette is Priced
Annual FeeAssette’s software license is priced by module, based on broad AUM tiers.
- Pay for what you need now based on the amount of assets covered in content automation–if you only need to automate presentations for the institutional portion of your business, that is what you pay.
- There are no fees per user and there are no additional support costs–you don’t pay us every time you have a question.
Our partners provide you with competitive pricing to implement Assette based on guidelines we provide.
Understand the Cost of Data Work
Since you can use Assette’s Data Engine to do all the data transformations and calculations required for content production, the implementation fee often encompasses data work needed to get content automation right.
In our experience, even if you have a data warehouse, clients end up transforming and calculating data to meet specific contents needs. Worse, they only realize this once the automation project is underway.
We have guided our partners to anticipate this work upfront, so you don’t get into a professional services battle midway through implementation.
Not ready for full data integration?
Upload the Excel files you currently use and automate factsheet and pitchbook production, review and delivery. Eliminate the copy-and-paste cycle. The annual fee is 35% lower and there are no implementation fees.
ACE-trained partners that implement Assette
Our ACE-trained partners know how to get data from your sources to your content, via Assette. They bring data development, business/data analysis, authoring and project management expertise to get you implemented quickly.
Clients that Trust Assette
