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 eight 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.
The Authoring Tools enable you to create, generate and review your content - no coding required. This is where marketers create templates, work with compliance-approved disclosures, and set up the foundation of sales and client content. Industry-specific display rules and built-in brand themes ensure your brand identity appears correctly across content. Approval workflows ensure changes are approved by marketing and compliance.
The Sharing Hub enables you to find and distribute content and understand how clients and prospects are engaging with content. Search features allow you to find what you are looking for or see content by sales stages as defined in your CRM's pipeline. Share content via email or portal instantly or schedule how content should be sent based on recipient preferences.
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 foreign-exchange rates in your data platform, 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.
- Currency: Your sales team may be pitching to a client and needs to show performance and market values in a foreign currency. Simply select the currency and applicable values are converted automatically.
- 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.