AI-Powered RFP & DDQ Automation
Respond to requests for proposals and due diligence questionnaires with less effort and more precision than your competition.
Responses match your sales content
AssetteAI pulls from the same trusted data used in your factsheets and presentations, ensuring your RFPs and DDQs stay consistent and reliable.
Create with confidence
Every AssetteAI-generated response includes source references and a confidence score so you can verify answers instantly, with just one click.
AI that speaks the language of asset management
Trained on real asset owner and consultant questions, AssetteAI understands the nuances of investment inquiries—unlike generic AI tools.
Reviews. Reimagined.
AssetteAI automatically assigns subject matter experts to relevant questions, so SMEs focus only on what matters—speeding up approvals.
Never miss a deadline
With question-level tracking, you’ll always know who’s working on what, ensuring a transparent, on-schedule RFP/DDQ process.
Streamline data access, approvals, and content creation
Data access for sales and client service
With Assette, you tap into the same data used for content to get answers to questions and access data to satisfy custom requirements.
Ask Assette: AI-based answers from your investment data and content.
Dashboards: web-based investment intelligence readouts available whenever you need them.
Data Docs: quickly download raw data.
Review and approval tools
The tools to review and approve everything from content components to output are part of Assette. You define the approval steps and reviewers using no-code tools.
Reuse components and compound your content
Use the same data and template components across pitchbooks, client meeting books and client reports. Author once and reuse in many places.
Assette is the only sales enablement and reporting platform built exclusively for investment firms, delivering the power of full-stack software and modern data science to tackle even the most complex data challenges.
Build a unified content factory with Assette.
“Assette software is simple, intuitive, and easy to use. It allows us the flexibility to innovate with our content, drive efficiencies, and produce highly customized client reports in a timely manner at scale.”
