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.
We’re a Unified Content Factory - automate all your content types in a single, marketer-owned platform.
Assette connects directly to your source data, ensuring efficiency and eliminating the need to load data into another system.
Manage bios, strategy text, and disclosures in one place — and update everywhere instantly.
We’re designed by asset managers, for asset managers. We’re laser focused on changing the way investment firms automate, review, and deliver content.
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Embedded AI delivers fast, trusted answers without pulling in PMs or analysts.
Narrate the numbers with AssetteAI so you can focus on explaining the thinking behind the numbers.
Increase transparency and trust with 24/7 access to data and documents.
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks
Customize your client and sales presentations in minutes so your team can focus on building relationships.
Automatically produce on-brand and compliant factsheets at scale with no manual work.
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.
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
Deliver timely, personalized content that builds trust and drives meaningful client conversations.
Reduce interruptions by making your insights accessible. Assette answers portfolio questions— so you can focus on investment decisions, not re-explaining them.
Create engaging, compliant materials at scale—aligned with brand, regulations, and strategy.
A $145B 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.
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