Assette software turns investment Data into content. Assette allows an organization to automate the creation, approval, and delivery of client, sales, and portal content. The Assette platform has three areas: The Data Engine, Authoring Tools and Sharing Hub. Functionality, these layers are offered through modules that automates client and sales content, including traditional and digital/web formats. Assette offers three methods for surfacing data to meet the needs of any organization.
Import & Show #
This option is designed for firms who are at the beginning of their data journey and do not have a completed data platform. Import the Excel and CSV files your marketing team is already using and automate basic production using all the standard features in Assette.
Grab & Show #
Assette connects to your data platform using APIs or SQL. You have gathered data from disparate sources, and it has been prepared, scrubbed, calculated, transformed, validated, and organized into reporting views. You use can Assette’s Data Blocks layer to “grab and show” your data via data objects.
Assette connects to your data platform using APIs or SQL. You have gathered your data and stored it in a single location and is data ready for generating content. With this method, you can use Assette’s Data Blocks layer to performa additional transformations, calculations, and validations before making the data available to data objects.
Prepare & Show #
All three methods can be combined based on the needs of your firm. With Grab & Show and Prepare & Show, your data is not stored in Assette, it passes through the system on the way to your content. With Import & Show, your files live in Assette.
Data Engine #
At the core of Assette platform sits the Assette Data Engine. The Data Engine sits between the data platform and Assette’s authoring and generation tools. The Data Engine can be thought of as two main components: the Data Block Layer and the Data Object Layer.
Data Blocks Layer #
The Data Blocks layer prepares and calculates
The Data Block Layer Interfaces with your data platform and prepares datasets – called data blocks – for easy access and use by data objects. Your data analysts with programming knowledge use Python to develop data blocks, making it easy for you to work with APIs and perform sophisticated calculations and data processing. A single data block can be used by multiple data objects to arrange data in different ways.
The Data Blocks layer is like the data query layer in BI tools (or the stored procedure layer in traditional reporting tools). A data block exposes data like a query output or stored procedure, except it is based on Python, runs on cloud-native Azure serverless technology, and all data preparation is done in memory without storing data in Assette.
The Data Objects Layer #
The Data Objects layer arranges and exposes data into marketer-friendly datasets, called Data Objects. Data analysts and tech-savvy marketers can use a low-code editor to define how data should be used to generate content. The Data Objects layer grabs and shows already-prepared data from the Data Blocks Layer. A single data object can be used by multiple content components in different formats.
The Data Objects layer arranges your datasets by adding metadata that defines headings, detail rows, total rows, footnotes, and other parts in the dataset. The Data Objects layer also supports data operations such as sorting and grouping.
Marketer-friendly editors based on PowerPoint, Word, Excel, and HTML then use the Data Objects to define how data turns into content components such as tables, charts, and text.
The choice in data platform does not impact how the Assette platform as a whole function. Instead, the Data Engine enables concurrent use of multiple data platforms or data systems in a unified manner through the above Data Blocks and Data Objects. An organization may choose to also further supplement and enhance their own data platform with data provided by an external party and/or internal documents. Further, the Assette Data Engine allows business users and subject matter experts to supplement with semi-structured or unstructured data— primarily in the form of Qualitative Data using Data Objects.
For example, if an organization has accounting data on one data platform, performance attribution in another, and proxy voting data in a third location, and needs to supplement all this information with qualitative data, the Assette Data Engine is able to combine this data in a unified manner using both Data Blocks and Data Objects.
If, however, all the data needed has already been prepared, scrubbed, calculated, transformed, validated, and organized into reporting views in a central location, the Assette Data Engine Data Blocks layer to “grab and show” this data on-the-fly. This ensures that business and marketing user will always have up-to-date information at the ready.