Assette Pitchbooks

Create customized pitchbooks on the fly with Assette

In Assette, your data is always up-to-date, accurate, and ready to work. That means building or editing a customized pitchbook for a prospect only takes minutes.

With Assette Pitchbooks you can:

Edit once, update everywhere: In Assette you manage content in a single location and the changes flow across all documents. For example, if you update your investment process the change is made once in Assette and automatically updates across all documents whether it’s in one, five, or 2000.

End compliance confusion: Set your review workflow to ensure compliance, create audit trails and build a version history. Assette approval workflows give your team a real-time glimpse of the review process, making it simple to spot delays.

Track engagement: Assette sharing analytics helps you understand how your content is performing. It provides insights into who is engaging with your content, what they are looking at the most, and how often they view materials.

Use tools you know: Creating and editing pitchbooks in Assette is easy. Because Assette uses Microsoft PowerPoint as the editor, your team can draw on their know-how to quickly build engaging content.

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