Assette automates the creation, review, and distribution of investment content. It’s one platform that supports templated outputs, AI-generated content, compliance oversight, and content delivery. Everything—from a factsheet to an AI-written RFP answer—is powered by the same input layer: structured data, qualitative information, and disclosures.
With Assette, you can: #
- Automate factsheets, pitchbooks, client reports, and dashboards
- Streamline compliance reviews and versioning
- Use AI to answer client questions, fill in RFPs and generate commentary
- Centralize disclosures, bios, and firm-level information
- Share content as files, emails, or via client portal
Whether your firm wants a scalable publishing engine, a better way to respond to RFPs, or a self-serve portal for clients—Assette brings it all together.