Purpose-built for asset management, Assette combines data enablement with authoring, production, sharing and analytics tools in a single offering. From factsheets and pitchbooks to client reports and DDQs, we automate an unmatched variety of content across the client relationship lifecycle.

Enable Data

Turn data into marketer-friendly, ready-to-work data. Assette prepares, enriches, and validates qualitative and quantitative data regardless of your level of data platform preparedness.

Automate Content

No coding required. Assette automates the creation of sales and client content by automatically infusing data points into marketer-created templates and providing built-in workflow tools for review and delivery.

Engage Clients & Prospects

Assette empowers sales and client engagement by helping firms find and deliver customized content in a clients’ preferred format. Analytics on client interaction with the content are included.

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