Assette
Assette, founded in 1998, provides software that automates the creation, approval, and delivery of client, sales, and portal content using investment data, offering a modular approach and flexible data interfacing options for asset management firms.
Company History
Assette was founded in 1998. Since its inception, the company has focused on streamlining the process of content creation, approval, and delivery for client, sales, and portal content using investment data. Over the years, Assette has evolved its offerings to include a range of tools that support the entire client relationship lifecycle for asset management firms.
Services
Assette provides a range of automated services that enable asset management firms to optimize their operations. Their software automates the creation, approval, and delivery of client, sales, and portal content. The platform combines data enablement with authoring, production, sharing, and analytics tools, making it a comprehensive solution for managing client relationships. The services offered result in efficiency gains exceeding 90% for their clients.
Products
Assette offers a single, cloud-native application tailored for client and sales content, including DDQs and portals. The platform features several tools such as Authoring Tools for creating and reviewing content without coding, a Data Engine for interfacing with data sources like Snowflake, SQL Server, and Mongo DB, and built-in brand themes for consistent branding. Additional features include a sharing hub for content distribution, engagement analytics, automated batch scheduling, and a disclosure library for managing content disclosures.
Partnerships
Assette has established partnerships with industry-leading companies such as BNY Mellon, eVestment, and Arria. These collaborations enhance the capabilities of Assette's software, providing clients with robust solutions that leverage the strengths of multiple leading firms in the investment and data management sectors.
Data and Analytics
Assette's platform includes a sophisticated Data Engine that prepares, calculates, and validates both quantitative and qualitative data. This feature interfaces seamlessly with common data sources like Snowflake, SQL Server, and Mongo DB. The software also supports on-the-fly calculations for performance factors and benchmark values, and offers engagement analytics to give firms insight into client interactions with their content. Additionally, the AssetteGPT feature uses AI to generate account-specific commentary for reports and portals.