Last Updated
Overview
Assette helps investment firms automate content creation by connecting live data with compliant, on-brand deliverables. It empowers sales and marketing teams to scale personalization efficiently. While some users mention initial configuration complexity, its AI-driven automation, data accuracy, and content control capabilities make Assette a compelling solution for modern investment communications.
Be the first one to leave a review!
No review found
Starting Price
Custom
Assette Specifications
- Sales Automation
- Reporting and Analytics
- Email Integration
- Document Management
What Is Assette?
Assette is a sales enablement and content automation platform designed for investment managers and financial services firms. It centralizes content, connects live data sources, and enables teams to produce personalized, compliant materials at scale. The platform’s AI-assisted responses, automated reporting, and data-driven templates help organizations reduce manual effort while improving client-facing accuracy across sales and marketing workflows.
Assette Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Assette Integrations
The platform integrates with the following systems:
- Salesforce Engage Software
- Bloomberg
- eVestment
- FactSet
- BNY Mellon
Who Is Assette For?
Assette software is ideal for various industries and sectors, including:
- Accounting
- Finance
- Information technology
Is Assette Right For You?
Assette might be an ideal solution for investment-focused organizations seeking to modernize sales and marketing operations through automation and AI. Its live data connectivity, compliant content scaling, and AI-driven assistance can be tailored to financial use cases. If your firm prioritizes accuracy, personalization, and operational efficiency, Assette may deliver long-term value.
Still have questions about the Assette software? Connect with our customer support experts at (661) 384-7070, who will address all your queries to help you make an informed decision.
Assette Features
Content Hub
Assette features a content hub that centralizes approved content and ensures consistency across portals, emails, presentations, and PDFs. Additionally, the system includes live data links and version control to keep materials accurate, while AssetteAI enables teams to query fund data and product details without leaving the platform.
Authoring Center
This functionality allows marketing teams to build scalable templates with embedded logic and formatting rules. It lets users generate factsheets, pitchbooks, and reports efficiently while maintaining brand and compliance standards.
Data Engine
Assette software streams live data directly from existing sources without duplication. It lets marketing teams shape data presentation using configurable data objects, apply formatting rules, and localize disclosures.
Factsheets
The system automates the production of compliant, on-brand factsheets at scale. By pulling live data and applying predefined templates, the software removes manual steps, ensures consistency, and enables teams to update and distribute materials quickly across multiple channels.
Ask Assette
Ask Assette is an AI-powered agent that delivers instant answers to product, portfolio, and firm-related questions. It allows sales and client service teams to access accurate information on demand, improving responsiveness and reducing reliance on manual data lookups.
Pros And Cons of Assette
Pros
Centralized content control
Live data accuracy
AI-assisted automation
Cons
Limited mobile accessibility
No API coverage
Assette Reviews
No reviews yet!
Be the first to review this product
Frequently Asked Questions
Does Assette offer an API?
No, Assette does not offer an API.
What other apps does Assette integrate with?
Assette integrates with BNY Mellon, Salesforce, FactSet, Bloomberg, and eVestment.
What language does Assette support?
Assette supports the English language.
What types of pricing plans does Assette offer?
The starting price of the software is $15,000/feature/year. Get a flexible Assette pricing plan today.
Who are the typical users of Assette?
Typical users of Assette include professionals working in information technology, accounting, and finance industries.
What level of support does Assette offer?
Assette provides email, form submission, and phone support options.
Does Assette have a mobile app?
No, Assette does not have a mobile app.