Engage Clients On-Demand with a Client Portal
Increase convenience, transparency and trust with 24×7 access to data and documents.
Always-on client service
Provide access to interactive dashboards, factsheets, portfolio insights, and raw data—all designed to strengthen engagement and transparency.
Curate a personalized experience
Tailor your client portal to needs of different audiences. Whether it’s a trustee or a financial advisor, your marketing and client service teams create dashboards that best fit their expectations—no coding required.
Seamless integration with content production
The client portal is fully integrated with Assette’s other modules that produce content. Once you approve and publish client reports, factsheets or data docs, they appear instantly on the portal.
Reuse data components
Use the same data components behind your sales and client content to drive dashboards in your portal. No more doing data work in different systems.
Friction-free, secure access
In Assette, you manage disclosures in a central library and updates are automatically reflected in all your content. No more error prone manual updates.
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 centralizes our content creation process and empowers internal stakeholders to build effective client-facing presentations.”
