Who We Are
Helping investment firms grow AUM by delivering accurate, compliant content clients trust.
See how Assette helps reduce risk and deliver with confidence.
Assette was founded in 1998 when two veterans at Frontier Capital Management company realized that technology advances meant that marketing, client service and productivity could be dramatically improved for firms.
For the past 25 years, Assette has been trusted by some of the leading firms in the investment management industry to increase sales and client reporting efficiency, eliminate manual reporting efforts, dramatically reduce data errors in the reporting process and deliver new more modern and efficient ways to engage with clients.
See how Assette compares to other tools →
Why Assette?
Unlike generic sales enablement or BI tools, Assette is purpose-built for investment management. We understand the demands of performance data, disclosures, and reporting workflows—and we’ve spent 25 years refining Assette to meet them.
Our software centralizes content operations, streamlines data-driven marketing, and empowers client service teams to deliver accurate, compliant materials—faster and with less rework.
What We Value
We believe accuracy, clarity, and compliance are non-negotiable in investment communications. Our team is committed to helping asset managers eliminate manual processes, reduce risk, and deliver high-quality content at scale—every quarter, every time.
Reach out to our senior leadership team to learn more:
Assette is backed with funding from an all-star group of prominent individuals in the investment management industry. Assette investors include:
Barrier Island Capital
former Chief Investment Officer of State Street Research and Management
former EVP and Director at Frontier Capital
Chairman Emeritus at Frontier Capital
Chairman of Frontier Capital
Portfolio Manager at Frontier Capital
Professor of Finance at Boston University