This is the foundation. It’s where you bring in your investment data and, if needed, prepare or transform it. You can connect directly to your firm’s data platforms, upload files, or use a combination of both. For firms with well-prepared data, this step is minimal. If your data needs preparation, Assette provides tools to do that using Python. Authors also enter qualitative information—such as bios, strategy descriptions and boilerplate language about the firm—here.
- Data Blocks connect and stream data from your source systems. Optionally, this is where you build reusable business logic and calculations.
- Data Objects sit on top of Data Blocks. This is where your business analysts shape the data into reusable, labeled, marketer-friendly formats—ready for charts, tables, or narrative outputs and even AI agents. No code needed.