Content We Automate
Build a client and sales content platform based on the needs of your investment firm.
One Application, All Your Content
Assette changes the way you communicate investment results by making personalized content creation easy. Create stunning pitch books, client reports, fact sheets, and more while your competitors are wasting time manually scrubbing data and laboring over brand guides.
Presentations
Look good in front of your clients with customized, current, and accurate presentations. Personalize your client and sales presentations in minutes so your team can focus on building relationships.
Client Reports
Tired of spending weeks creating and reviewing quarterly reports? Automate your client reports process with Assette to create, review, and deliver accurate and engaging content in hours instead of weeks.
Factsheets
Automate your factsheet process with Assette – your content will always be up-to-date and accurate.
Due Diligence Questionnaires
With Assette, use the same, trusted data in your client reports and sales materials in your DDQs. Go from DDQs being an arduous, weeks-long project to one that takes hours to complete with reliable data.
Investment Commentary
Share the rationale behind investment decisions to build trust and transparency with clients. It’s also a big part of staying ahead of competitors.
Client Portal
Impress your clients with 24-7 access to interactive fund factsheets, portfolio details, and personalized insights. Assette Client Portal helps you deliver exceptional client service on demand.
One Application Many Modules
Assette is a single, cloud-native application for client AND sales content (along with DDQs, Portals, and a few other important types of content). There are many benefits to having a single, powerful application for all content generation.
Content Components
Use content components and templates across sales and client materials. There is no need to build and manage performance charts, top 10 holdings, or biographies in several applications.
Consistent Data and Branding
No worrying about rounding differences, display rules, and branding in multiple software tools. With a single application you have consistent data and branding across sales and client materials.
One Place for Content
Find and share content for clients and prospects in one location and benefit from a single content classification system. No more searching in multiple places or calling the same content by different names on different platforms.
Efficiencies
Lower training costs driven by improved efficiencies. You have one vendor to manage, onboard, and review and one application to learn. You get one vendor that understands your firm, your sales and client data, your content landscape, and your terminology.
Enhanced Security
Your sales and client data flows through one software system approved by your information security team. Fewer applications mean fewer risks for reporting errors and data breaches.
One Application, Multiple Data Options
Assette meets you where you are in your data journey. Whether you have a fully organized data platform, are just starting to think about building your platform or are somewhere in between, you can benefit from the power of automation with Assette.
To learn more about our three, mix-and-match data ingestion approaches visit our Software Page.