Generate, Review and Deliver Personalized Client Reports at Scale
Deliver tailored reports that delight your
clients—whether they’re trustees, field
consultants, or financial advisors—at the
scale your firm demands.
Client service owns customizing
Empower your client service team to customize reports without relying on IT or operations. The days of sending one-size-fits-all reports are over.
Marketing owns branding
Assette enables marketing to set the guardrails for branding so client services can customize with confidence.
IT-free templating in PowerPoint
Our template editor is based on PowerPoint, making creating templates simple for client reporting teams. No need to involve IT—your teams can quickly adapt to the changing needs of clients with full autonomy.
Data Docs cover custom data requests
Fulfill custom data requests with ease by using the same data components that power your client reports. When clients ask for holdings or monthly performance as raw data, you simply drag-and-drop columns to satisfy the request.
Filling Custom Client Templates is now simple
Consultants, financial advisors, and asset owners send you a multitude of custom templates to complete each quarter. Every template has a unique format, and some require custom sector and country classifications. Automatically fill CCTs using the same data that powers client reports.
Batch generate, deliver, and track engagement
Automatically produce thousands of client reports in hours, review and deliver right in Assette. Send client reports as Assette Links and see who is reading what pages in your materials.
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.
“We selected Assette due to their expertise in the Asset Management Industry, as well as their future-focused functionality and roadmap. We are excited to build upon the positive, collaborative relationship we have developed with the Assette team”
