Assette

Assette

Software Development

Boston, MA 4,352 followers

Investment Data Enablement. Content Automation. Client engagement and Insights.

About us

Assette software automates the data enablement, content creation, approval and delivery of a firm’s sales and client content using their data platform of choice. Purpose-built for asset management, Assette software makes your investment data marketer friendly, improves productivity and helps your firm avoid costly and embarrassing data reporting errors. Assette software is a single, cloud native application that combines deep technical capabilities across a range of content types. Our modular approach and flexible data interfacing options allow firms to build a content platform based on their needs and timeline. From first contact with a prospect to sharing perspective with long standing clients, firms can create, approve, and deliver sales materials, client reports, investment commentary, portal communications, DDQs and more in Assette. We believe that asset management firms should be able to quickly and easily exchange accurate investment information with asset owners and consultants in a digital environment that empowers better investment decisions leading to improved financial outcomes for the asset beneficiaries.

Industry
Software Development
Company size
51-200 employees
Headquarters
Boston, MA
Type
Privately Held
Founded
1998
Specialties
asset management, asset management software, investment content creation, investment data management, automated content creation, due diligence questionnaires, investment commentary automation, client reporting solutions, client portal development, marketing automation, and sales enablement

Locations

Employees at Assette

Updates

  • View organization page for Assette, graphic

    4,352 followers

    You're asset managers, not vendor managers. Stop wasting time juggling disconnected platforms that don’t speak to each other or meet your needs. Assette simplifies your workflow: connecting directly to your source data, transforming it with our powerful data engine, and enabling world-class authoring and content-sharing tools—all in one platform. There's a better way. See how our full-stack approach compares to the competition: https://lnkd.in/eXryYHSf

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  • View organization page for Assette, graphic

    4,352 followers

    Remember getting excited to receive your red envelope in the mail? Then, seemingly overnight, everyone was streaming. Copying and pasting from your source data is nowhere near as fun as getting a movie in the mail, yet firms are still putting up with it. Now they don’t have to. Direct data streaming and modern data science methods allow you to create a unified content factory that will fuel your firm’s growth. With Assette, you’ll automate pitchbooks, factsheets, client reports and presentations – without the traditional IT bottlenecks. Ready to start streaming your data? See how it’s done at https://lnkd.in/esjmmYFH

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  • View organization page for Assette, graphic

    4,352 followers

    Is data warehousing holding you back? What if you could automate content creation TODAY, while your IT team builds for the future? We’re the only cloud solution bringing together direct data streaming and modern data science methods to create a unified content factory for leading asset management firms. Learn more in our latest white paper: https://lnkd.in/eHqwA6pE)

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  • View organization page for Assette, graphic

    4,352 followers

    Creating factsheets and presentations from your organization’s data sources is a manual, inefficient process. With Assette’s Import & Show edition, you automate this process without costly data warehouses or resource-depleting software implementations. Zero implementation fees. Save 35% vs connecting your data sources. Learn how in the link below 👇

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  • Assette reposted this

    View profile for Pete DeOlympio, graphic

    Director of Product Marketing

    I've met a ton of data engineers and analysts over the last couple of years. They are, sincerely, some of the greatest people. So it would pain me knowing they're dying inside while I asked for an obscure, one-off custom report I'll probably never use again. Do I need it ASAP? Reader, you know I do. That's why what Assette is doing is so interesting. While traditional platforms don't touch your data at all, Assette can perform complex calculations and transformations on your source data using modern data science principles. This is a game-changer for marketers looking to produce data-heavy documents and full-length reports. Platforms like Seismic simply can't handle the vast data and customization requirements needed to produce, say, quarter-end client reports for an investment firm. Instead they work on them, manually, for days. Right until the deadline. Tweaking data. Ensuring brand standards are applied consistently across dozens of clients. Tapping in IT, devs, analysts, and engineers when the data work eclipses what a marketer can perform or when the limitations of their software needs to be stretched. The old way is a drain. On marketing leaders, on the resources of IT and data teams, and on the quality of experience you can provide your clients and prospects. #assetmanagement #marketing #investment #data

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  • View organization page for Assette, graphic

    4,352 followers

    Why do our users love Assette? ✅ Effortless Data Management: We take care of the complex data requirements, making it easy to generate highly customized client reports at scale. ✅ Focus on Innovation: With Assette, your team can focus on creating impactful, innovative content instead of wasting time tracking down data. ✅ Ease of Use: Our platform combines cutting-edge data science with an intuitive interface, empowering marketing teams to deliver exceptional results with ease. Tired fighting with sales and client enablement software that simply isn't built for asset management firms? It's time to get Assette.

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  • Assette reposted this

    View profile for Pete DeOlympio, graphic

    Director of Product Marketing

    In the last month, Assette has announced three consulting partners to the initial cohort of Assette Certified Experts. These firms - Cutter Associates, Olmstead Associates, and Acuity Knowledge Partners - are now uniquely positioned successfully implement Assette. They've seen first-hand the impact a fit-for-purpose solution makes for asset management firms. Simply put, traditional sales enablement software fails when met with the complex data and variety of outputs required by their sales, marketing, and client services teams. Some can do simpler content, 1-pagers and such. Assette automates the full spectrum of content to support the entire client lifecycle - from pitch books to complex, custom client reports. How? The Assette Data Engine. It uses modern data science principles to processes data on-the-fly while it travels from your sources to your content. Doesn't matter if you're operating on Excel files or a sophisticated Snowflake warehouse - we've got you covered. Thanks to Cutter, Olmstead, and Acuity for their support! We're looking forward to announcing additional partners in the coming weeks 👀

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Funding

Assette 2 total rounds

Last Round

Series unknown

US$ 1.6M

See more info on crunchbase