Our Modules: From Patchwork to Platform
Modular content automation— purpose-built for investment management, powered by AI.
Most firms manage content across a tangle of vendors, tools, and manual work. Assette replaces the patchwork with a single platform—modular by content type, unified at the core. Each module comes with the full stack: AI, data, authoring, and delivery.
Start with what hurts most. Then scale smarter. Because every module shares the same foundation, nothing gets rebuilt. Factsheets today. Client reports tomorrow. No reinvention required.
Our Modules
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
RFPs & DDQs New
AI-powered answers from trusted data. Faster, more accurate responses.
Ask Assette New
An AI agent that answers product, portfolio, and firm questions instantly.
Commentary
AI-generated commentary so you edit, not author.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Client Reports
Auto-fill, review, and deliver client-ready templates in hours—not weeks.
Presentations
Update decks in minutes—data, charts, and disclosures included.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.
Why Leading Firms Choose Assette’s Modular Approach
Integrated AI Capabilities
Each module includes built-in AI—whether it’s smart content suggestions, auto-fill, or dynamic Q&A.
Complete Solutions by Content Type
Each module spans the full lifecycle: from data to authoring to delivery.
Scalable Implementation
Adopt what you need now. Add more over time. Each module stands on its own.
Consistent Data Usage
All modules use the same trusted data source—no duplication, no rework.
Compliance and Branding
Centralized control of disclosures and design across every content type.
See how one module can change everything.
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
