---

Screenshots

---

YouTube Videos

---

Details

---

---

Assette Main Features

• Factsheets
  Automatically create compliant factsheets without any manual work.
• Content Hub
  The Content Hub is a central place to store and access all your investment materials.
• Data Engine
  The Data Engine helps you manage and use your investment data easily and accurately.
• Client Portal
  The Client Portal allows clients to access their data and documents anytime.
• Presentations
  You can customize client and sales presentations in just a few minutes.
• Client Reports
  Generate accurate client reports quickly, saving you time and effort.
• Authoring Tools
  These tools let you create and edit investment content quickly and simply.
• Modular Approach
  You can choose different modules based on what your business needs.
• Industry Expertise
  Assette is designed by people who understand the asset management industry well.
• Single Application
  Assette provides one app for all your content creation and management needs.
• Investment Commentary
  Use AssetteAI to create tailored commentary that explains your investment numbers.
• Assette Certified Expert (ACE)
  ACE is a program that trains experts to help you use Assette effectively.

Assette Benefits

• Accurate Reporting
  Assette ensures that client reports are accurate and engaging, which builds trust with clients.
• Improved Efficiency
  The software reduces manual work by 90%, allowing teams to focus on important tasks.
• On-Brand Factsheets
  The software creates compliant factsheets automatically, ensuring brand consistency without extra work.
• Real-Time Analytics
  Users can see how clients engage with content, allowing for better and faster improvements.
• Secure Client Portals
  Clients can access documents anytime, increasing transparency and trust.
• Automated Data Requests
  AssetteAI answers RFPs and questionnaires automatically, making it easier to find needed information.
• Instant Content Creation
  Assette helps teams quickly make custom investment content, saving time and effort.
• Personalized Presentations
  Users can easily customize presentations, helping to strengthen client relationships.
• Tailored Investment Commentary
  AssetteAI generates personalized commentary using real data, making reports more relevant for clients.

Who should use Assette?

• Executives
  Executives can use real-time analytics to make better decisions and improve client engagement.
• Sales Teams
  Sales teams can quickly create custom presentations and reports, helping them focus on building relationships with clients.
• Data Analysts
  Data analysts can automate data requests and reporting, freeing up time for deeper analysis.
• Asset Managers
  Asset managers can streamline their data management and reporting processes, allowing them to focus on investment strategies.
• Client Services
  Client services can generate accurate client reports in hours instead of weeks, improving service quality and client satisfaction.
• Marketing Teams
  Marketing teams can easily produce on-brand content, saving time and ensuring consistency in their messaging.
• Compliance Officers
  Compliance officers can ensure that all content is compliant and on-brand without manual checks, reducing risk.

---

Verified Badge

---

Assette Alternatives

---

Technologies Used

View All Technologies