Authoring Tools
Build a foundation for impactful, on-brand and compliant investment content.
Turning investment data into compelling content requires accessible and easy-to-work
with data and marketer-friendly editing tools.
With Assette, marketers can create engaging content using no-code editors –
no IT assistance required.
The Difference is in the Data
The Data Engine has done the heavy lifting for you – it’s performed the required transformations and calculations to your source data, so you’re left with clean, concise, coherent data.
How it Works
Assette’s authoring tools are where your marketing team creates templates, works with compliance approved disclosures, and sets up the foundation of your sales and client content. You’ll access data in Microsoft Office-based editors to automate content and review content to ensure compliance.
The Layers in the Authoring Tools
There are three layers and a supporting resource in the Authoring Tools. Smart Shells are your content components that reside in pages. Smart Pages are parts of a template. Smart Docs are templates that house pages. The Workbox enables review.
Smart Shells are content components created with zero coding
Curate a library of charts, tables, and text blocks that get used downstream in materials like performance, attribution, and holdings pages as well as dashboards and client portals. There is no coding involved. Our intuitive interface lets you ensure outputs match your brand and compliance standards.
Smart Pages are parts of a template created in marketer-friendly editors
These are individual pages of a presentation or a web page for your dashboards or client portal. Smart Pages are created using prebuilt tables and charts from the Smart Shells layer. Data Settings let the same smart shell behave differently in different places – zero coding needed to meet unique needs of different clients.
Smart Docs are templates created with drag-and-drop ease
Marketing has laid the content foundation, Smart Docs is where sales and client teams drag and drop from your library of Smart Pages to create impressive, pertinent and compliant content for clients and prospects. Only Assette allows sellers and service personnel to customize content while marketers rest easy knowing branding, disclosures and any content restrictions cannot be changed.
Other Smart Docs that cover every nook and cranny of investment content:
Data Docs – Use the same data components to create templates for raw data. Now, catering to one-off or recurring data requests by clients and consultants is drag-and-drop work. Generate output in CSV and Excel format and delivery like any other content.
Data Reports – If you manage institutional assets or distribute via financial advisers, you receive a plethora of custom data templates to fill each quarter. Each consultant has its own format, and some require custom sector and country classifications. Assette lets you automatically fill these templates with the same data used for other client content.
Commentary Templates – Investment writers can now create a template with zero-coding to generate investment commentary using both human-entered rationale and numbers narrated using AssetteAI.
Workbox makes reviewing and approving easy
The Workbox is the central location to review and approve everything from components to generated content. Based on workflow paths you define, the Workbox is where marketing double-checks branding and compliance checks for conformity with regulations.
How the Authoring Tools Benefit you
Governance and freedom for your content
With competitors, governed content means rigid content – sales and client service teams lose the flexibility they had prior to automation, forcing them to resort to Excel to have the pre-automation freedom.
The layered nature of Assette gives marketing the ability to govern content, yet sales and client teams have freedom to personalize content. Marketing sets the foundation with Smart Shells and Smart Pages, embodying compliance and branding standards. Sales and client teams then use Smart Pages and Smart Docs to meet personalized content needs, all while maintaining your firm’s brand integrity and compliance with regulations.
Compound your content. Decrease time to implement
Using different software for different content types, you forfeit the agility to use components across your content landscape. Creating a performance chart for sales pitchbooks and client reports requires separate effort.
With Assette, you build the chart once and fill it with product data for sales content and portfolio data for client materials – it is that simple; there is no duplicating effort. By re-using components across content types, you compound your content while rapidly decreasing time to implement.
Present confidently & compliantly
Other vendors require elaborate data preparation before it can be replicated inside sales enablement and reporting solutions. There is no centralized disclosure management and approvals. While you may have a single data warehouse that supplies data to all systems, inevitably there are times when different versions of the truth live in different systems.
With Assette’s vertical integration you have one system to prepare data, generate content and share with clients; with horizontal integration you have one system to generate all your content, including dashboards and client portals. Built-in disclosure management and review tools allow you to ensure that every piece of content passes regulatory muster.