What is Assette?
Assette is a full-stack software solution that allows sales and marketing teams to instantly create custom investment content for every step of the client journey. For asset managers, Assette is designed to simplify their work by letting them easily create, review, and deliver accurate, on-brand investment content instantly.
Assette software automates the data enablement, content creation, approval and delivery of a firm’s sales and client content using their data platform of choice. Purpose-built for asset management, Assette software aims to make investment data marketer friendly, improve productivity, and help firms avoid costly and embarrassing data reporting errors.
Assette software is a single, cloud native application that combines technical capabilities across a range of content types. Its modular approach and flexible data interfacing options allow firms to build a content platform based on their needs and timeline. From first contact with a prospect to sharing perspective with long standing clients, firms can create, approve, and deliver sales materials, client reports, investment commentary, portal communications, and DDQs in Assette.
Categories & Use Cases
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Technical Details
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FAQs
What is Assette?
Assette is a full-stack software solution that allows sales and marketing teams to create custom investment content. For asset managers, Assette is designed to simplify their work by letting them easily create, review, and deliver accurate, on-brand investment content instantly.
What are Assette's top competitors?
Qvidian RFP & Proposal Automation, FactSet Workstation, and SimCorp One are common alternatives for Assette.