AI that understands investment firms. Content that grows your AUM.
Assette generates insightful content that fuels smarter conversations.
For years, investment managers have been stuck with disconnected tools, duplicate data, and rigid platforms controlled by IT—not the people who rely on them.
One platform.
Not five.
We’re a Unified Content Factory - automate all your content types in a single, marketer-owned platform.
Don’t duplicate data.
Stream it.
Assette connects directly to your source data, ensuring efficiency and eliminating the need to load data into another system.
Designed for
marketers, not IT.
Manage bios, strategy text, and disclosures in one place — and update everywhere instantly.
Purpose-built for
investment management
We’re designed by asset managers, for asset managers. We’re laser focused on changing the way investment firms automate, review, and deliver content.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Ask Assette
Embedded AI delivers fast, trusted answers without pulling in PMs or analysts.
Commentary
Narrate the numbers with AssetteAI so you can focus on explaining the thinking behind the numbers.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Client Reports
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks
Presentations
Customize your client and sales presentations in minutes so your team can focus on building relationships.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.
More Than Automation
We’ve helped investment firms automate pitchbooks, client reports, and fact sheets for over a decade.
Now, with industry-focused AI, your teams can do more than generate outputs—they can interact with the data behind them.
Query strategy insights. Retrieve firm metrics. Answer client questions on the spot. All from the same trusted foundation.
Clients who trust us
What our clients say
BAILLIE GIFFORD
Louise Duncan
Head of Client & Marketing Communications
ARIEL INVESTMENTS
Jennifer DiGrazia
Senior Vice President, Head of Institutional Client & Investor Relations
BARROW HANLEY GLOBAL INVESTORS
Donna Simmel
Director of Client Services
PUBLIC TRUST ADVISORS
Acacia Scavone
CMO
$6.5B AUM INVESTMENT FIRM
Chief Operating Officer
$2B AUM FIRM
First Vice President
Assette solves data and content problems across your entire organization
Sales & Client Service
Deliver timely, personalized content that builds trust and drives meaningful client conversations.
Investment Teams
Reduce interruptions by making your insights accessible. Assette answers portfolio questions— so you can focus on investment decisions, not re-explaining them.
Marketing
Create engaging, compliant materials at scale—aligned with brand, regulations, and strategy.
From Bottlenecks to Breakthroughs
From Chaos to Control in 90 Days
A $120B AUM firm fixed their factsheet process in just 90 days—eliminating IT bottlenecks, version confusion, and compliance slowdowns. They doubled output without adding headcount, and now generate factsheets in hours, not weeks.
Systems We Integrate With
