Assette

Assette helps investment management firms automate the creation, review, and delivery of client, sales, and web communications. Built on Microsoft Azure, Assette eliminates the manual effort of chasing data points, fixing spreadsheets, and re-formatting presentations.

With Assette, firms can:

• Streamline factsheets, client reports, pitchbooks, and RFP/DDQs from a single platform.

• Ensure accuracy and consistency by pulling from a unified source of clean, validated data.

• Reduce risk by embedding compliance and approval workflows into the process.

• Empower marketing, sales, and client service teams to deliver professional materials faster.

By replacing fragmented tools and manual processes, Assette enables firms to deliver timely, consistent, and compliant content — without heavy IT involvement.