Assette software turns investment data into content by automating the creation, approval and delivery of client, sales, and digital content. Assette combines data enablement capabilities with authoring and sharing tools in a single, cloud-native offering.
There are three parts to Assette software. The Assette Data Engine where your investment data is prepared and enabled. The Assette Authoring Tools that automate your content creation and facilitate review. The Assette Sharing Hub where client and sales engagement happens. On that foundation, Assette offers seven modules based on the type of content you want to automate and any supporting features your firm needs.
What Makes Assette Different
With more than 25 years of working with asset management firms, we understand every aspect and nuance of your investment data and how that data should be prepared to create impactful content. Our cloud-native software includes a breadth and depth of content automation capabilities and investment data enablement features that are unmatched in the industry.
It starts with your data. Where you store your data and how much processing you do in Assette is up to you. Based on your data’s readiness for generating content, our three flexible data processing methods provide multiple ways to expose data in a marketer-friendly manner.
Import & Show
This option is designed for firms who are at the beginning of their data journey and do not have a completed data platform. Import the Excel and CSV files your marketing team is already using and automate basic production using all the standard features in Assette.
Grab & Show
Assette connects to your data platform using APIs or SQL. You have gathered data from disparate sources, and it has been prepared – scrubbed, calculated, transformed, and validated – and organized into reporting views. You use Assette’s Data Blocks layer to “grab and show” your data via data objects
Prepare & Show
Assette connects to your data platform using APIs or SQL. You have gathered your data and stored it in a single location, however, there is still work needed to make your data ready for generating content. You use Assette’s Data Blocks layer to transform, calculate and validate your data, and make this data available to data objects.
All three methods can be combined based on the needs of your firm. With Grab & Show and Prepare & Show, your data is not stored in Assette, it passes through the system on the way to your content. With Import & Show, your files live in Assette.
Assette Calculation Features
With Assette’s on-the-fly calculations, sales and investor relations teams can react to content requests without a trip to IT. Include performance factors and benchmark values in your investment data, and Assette software does the rest.
- Performance: Your clients ask to see performance for an arbitrary time period, or your portfolio managers may want to show performance since the start of a new member in the investment team. They want annualized or cumulative performance or both. If you use Assette for calculations, marketing simply specifies the periods in no-code editors, and calculations are done on-the-fly when content is generated.
- Rolling Returns: A consultant requests three-or-five-year rolling returns, based on monthly or quarterly intervals. Additionally, they want to see a growth of a dollar chart for a product vs. the benchmark. Assette has you covered. Marketing can specify what is needed using no-code editors and Assette does the calculations.
- Firm AUM: Show AUM by strategy, geography, client type, asset type, etc. without relying on spreadsheets. Include holdings in your data, and then in Assette, classify AUM vs AUA and any exclusions, and let the software do the calculations so your marketers can quickly respond to requests for AUM.