Assette

Open your next quarter with materials that build themselves. In Assette, marketers and client teams start with a data-connected template, pick the products or accounts, and watch tables, charts, and disclosures populate from approved sources. Brand rules, layouts, and legal text are locked in, so you can focus on the story. Drag in the slides you need, tweak the commentary, request compliance review, and export to PowerPoint or PDF. Usage analytics show which pages win meetings, so you can refine decks that convert.

For recurring client updates, set a schedule and let Assette assemble portfolio reviews at scale. Pull in returns, attribution, holdings, and risk from your performance system; AssetteAI suggests short narratives based on benchmarks and period changes. Use the review hub to compare this cycle’s output with last quarter’s, highlight deltas, and accept or edit suggested language. Every change is tracked with an audit trail. Once approved, publish to your client portal, batch email, or share a secure link—clients get a clean, consistent package every time.

When an RFP or DDQ lands, open a new response and map the sections to your content library. AssetteAI drafts answers using your vetted text, fills data points (AUM, team tenure, capacity, fees) from live sources, and flags anything out-of-date. Assign sections to subject-matter owners, collect redlines, and run a compliance pass before finalizing. Export to Word, Excel, or the requester’s portal formatting without rework. The result: fewer hunts through shared drives, faster turnarounds, and responses that sound like one voice.

Need hundreds of strategy one-pagers every month? Create a single template with calculation rules, data validations, and disclosure logic. On refresh, exceptions route to a queue—outliers, stale data, broken benchmarks—so you fix issues before anything goes out. Publish approved factsheets to your website CMS and archive automatically. Role-based permissions keep sensitive content controlled, while the always-on portal gives teams and clients the latest documents and data. With governance built in, you replace manual effort with repeatable, audit-ready workflows—and spend more time growing relationships instead of formatting files.