Assette

Assette software automates the data enablement, content creation, approval and delivery of a firm’s sales and client content using their data platform of choice. Purpose-built for asset management, Assette software makes your investment data marketer friendly, improves productivity and helps your firm avoid costly and embarrassing data reporting errors. Assette software is a single, cloud native application that combines deep technical capabilities across a range of content types. Our modular approach and flexible data interfacing options allow firms to build a content platform based on their needs and timeline. From first contact with a prospect to sharing perspective with long standing clients, firms can create, approve, and deliver sales materials, client reports, investment commentary, portal communications, DDQs and more in Assette. We believe that asset management firms should be able to quickly and easily exchange accurate investment information with asset owners and consultants in a digital environment that empowers better investment decisions leading to improved financial outcomes for the asset beneficiaries.