Assette enables institutional asset managers to automate the creation, review, and delivery of sales, client, and web communications in one place. Assette runs on Azure and helps firms improve the productivity of client and sales communications by 90+%.

Assette’s Unified Data Engine creates a single, trusted source of your firm’s quantitative and qualitative data – your very own marketing data warehouse for institutional asset management. Powerful output tools that automate the creation, review, and delivery of professional client, sales and digital communications are included.

Automating the creation, review and delivery of client, sales and portal communications means less human manipulation of data is required. As a result, there are fewer data reporting errors and your team no longer has to chase missing data points, cut and paste from multiple sources and fix broken formulas every time an asset is created. Instead, they can use that time to strengthen client relationships by going beyond the numbers to convey the insights behind investment decisions.

Assette asset management software

by Assette LLC