Compare Us to the Competition
No more juggling multiple vendors. No more spending on specialty system administrators. Assette empowers your marketing team to own sales enablement, client reporting, and client portals.
By Asset Managers, for Asset Managers
Assette was built exclusively for investment management, and our product roadmap focusses only on your needs. We have had this singular focus for 25 years. Simply put, Assette understands the investment industry and offers more capabilities than our competitors. We’re faster-to-implement and easier-to-use, too.
Vertically and Horizontally Integrated
Assette is a full-stack application – covering data, authoring, and content in a unified system. Assette then uses the same data and components across content types covering the entire client lifecycle. Content types are sold in modules, so you buy only what you need.
Removing the need for separate systems for client reporting, sales enablement, factsheets, and portals isn’t the only thing that makes Assette unique.
Assette thrives where sales enablement software like Seismic fail
Assette vs Generic Sales Enablement Software
Assette
Generic Sales
Enablement Software
Is your sales enablement system a glorified S drive?
Sales enablement systems are not designed for modern-day asset management firms. The data-heavy, frequent content generation that firms require is simply too much for them to handle. Either you hire administrators to bend the software to fit your needs, or you resort to manual production methods that treat the sales enablement library like another S drive. Usually, it is a mix of both.
Forgetting the “plumbing inside the walls” – the costly mistake investment firms make
Content libraries, CRM integration, and tracking views in sales enablement software are like the shiny faucets that grab your attention. However, without clean water, the faucets are useless. This is why many sales enablement implementations turn out to be quasi-automated solutions, despite spending millions of dollars and years of effort.
Sales enablement systems are a software and staffing cost center
Many investment firms are forced to make additional hires to manage and maintain their sales enablement software, negating the cost-savings promised by automation. Others avoid adding overhead but end up with a quasi-automated solution – a glorified S drive.
Assette – One vendor for all your content
Why do investment firms prefer Assette?
One application, multiple content types, endless reuse
When you use different vendors for different content, you replicate implementation effort. Even when visuals such as performance charts and attribution tables are identical in a pitchbook and a client report, different vendor software means creating the visuals separately, using different technology in each system.
With Assette, a visual built for one content type can be used in any other. And that’s just the start – when it comes to data components, they can be shared among all content types and formats including PowerPoint, Excel, Word, PDF, CSV and even HTML. There is no replicating effort. A little data work upfront enables your firm to compound the value of its content.
On-the-fly data processing
Different tools mean replicating data in multiple vendor databases. This invariably leads to multiple versions of truth muddying up the message of your content.
Assette eliminates the need to map and load data to multiple locations. Your data continues to live in your sources, whether in the cloud, on-premises or both. Assette processes data on-the-fly while it travels from your sources into your content. What’s more, unlike other vendors, we support the calculations you need to tell your story, or you can pre-calculate and expose results to Assette.
Unstructured Data Management
Our competitors don’t house qualitative data about your firm, investment strategies, key personnel, disclosures, or index descriptions.
Assette’s qualitative database was purpose-built to house all the unstructured data required to power investment sales and client materials allowing you to automatically:
- Calculate tenure and other personnel statistics so you don’t have to resort to manual work.
- Update disclosures, whether it’s the time period mentioned in the disclosure or additional language for different regions.