A

Admin Center #

An area in Assette where system administrators manage users, permissions, settings, and overall system configurations. The Admin Centers will be replaced by the more streamlined Assette Navigation Bar to enhance user experience.

Anchored #

When used in the context of Smart Pages or Smart Docs, “Anchored” refers to Smart Page which is bound (i.e., “Anchored”) within a Smart Doc and must be manually un-anchored before the Smart Page can be removed. Anchored Smart Pages may be freely re-ordered within the Smart Doc. Anchored Smart Pages may be used in other Smart Docs without restriction.

Assette Centers #

The traditional interface sections within Assette, including Input Center, Authoring Center, Output Center, Workbox Workflow, and Admin Center. These centers are being replaced by the more streamlined Assette Navigation Bar to enhance user experience.

Assette Certified Expert (ACE) #

An individual or organization that completed Assette’s certification process.

Assette Editor #

Refers to Assette’s PowerPoint or Word add-on used to edit the respective document.

Assette Navigation Bar #

The user interface element located at the top of the Assette platform screen, providing quick access to various areas such as Workbox, Content Hub, Authoring Tools, Data Engine, Analytics, Centers, Developer Tools, and Configurations.

Attribute Based Permission #

See Permission Groups.

Attributes #

See Content Classifications.

Authoring Center #

See Authoring Tools.

Authoring Tools #

A collection of tools within Assette that allows users to create and edit content, including Smart Docs, Smart Pages, Smart Shells, Commentary, Data Docs, Data Reporting, and Disclosures. See Authoring Tools.

B

Buckets #

Logical groupings within the Content Classifications area of Assette, used to organize and manage related content for easy retrieval and management.

C

Client Portal #

An Assette module which allows clients to access their reports, data, and other communications securely online.

Client Support Team #

Assistance provided by Assette’s support team to help users resolve technical issues. Client Support is essential for maintaining smooth operation and user satisfaction.

Commentary #

Module in Assette that allows users to add qualitative analysis or narrative content to reports and presentations. Commentary enables firms to provide insights, interpretations, and contextual information alongside quantitative data.

Compliance Tags #

Labels applied to content in Assette to indicate specific regulatory or compliance-related identifiers, helping firms adhere to industry regulations and internal policies.

Configurations #

Settings within Assette accessible via the gear icon in the Navigation Bar, allowing system administrators and authorized users to manage system settings.

Content #

A generic term referring to any of the components within Assette used to build and manage marketing reporting and communications (e.g., Data Blocks, Data Objects, Smart Shells, Smart Pages, and/or Smart Docs. See also, Content Stack.

Content Classification #

An overarching term referring to methods used to organize and manage content within Assette, encompassing Buckets, Limitations, and Compliance Tags.

Content Hub #

An area in Assette where users can access and share previously generated and approved content, facilitating efficient content management and collaboration.

Content Stack #

A generic term referring to the components within Assette used to build and manage content for client reporting and communications. The Content Stack includes Data Blocks, Data Objects, Smart Shells, Smart Pages, and Smart Docs.

D

Data Block #

A component in Assette that connects to external data sources, retrieves raw data, and prepares it for processing within the platform.

Data Block Categories #

Classifications of Data Blocks in Assette based on their roles:

• Transformation Data Blocks: Manipulate and reshape data through filtering, sorting, aggregating, and calculations.
• Integration Data Blocks: Handle the connection and data retrieval from external sources.
• Configuration Data Blocks: Define settings and parameters influencing how data is processed and presented.
• Decorator Data Blocks: Enhance or modify the output of other Data Blocks without changing their core functionality.

Data Block Editor #

The tool within Assette used to create, configure, and manage Data Blocks, including defining data sources, queries, and parameters.

Data Block Request Parameters #

Variables defined within a Data Block that make it dynamic and customizable, allowing parameter values to be supplied at runtime to modify data retrieval and processing.

Data Cleansing #

Processes in Assette to detect and correct inaccurate or corrupt data. Data Cleansing improves data quality and reliability.

Data Docs #

Documents within Assette that contain data definitions, mappings, and documentation. Data Docs help users understand data sources, transformations, and the structure of data used within reports and presentations.

Data Engine #

A component in Assette that allows users to input and manage qualitative data within the platform.

Data Feeds #

Automated mechanisms in Assette for importing data from external sources such as market data providers, CRM systems, or portfolio management systems. Data Feeds ensure that the platform has the latest information for analysis and reporting.

Data Governance #

Policies and practices within Assette that ensure data is managed consistently and securely across the organization, maintaining data quality and compliance.

Data Integration #

The process of combining data from different sources into Assette, typically managed by Integration Data Blocks, to provide a unified view for reporting and analysis.

Data Mapping #

The process of matching fields from external data sources to fields within Assette, ensuring that data is imported and utilized correctly.

Data Object #

Structures within Assette that define how data is processed, transformed, and prepared for presentation in reports and presentations.

Data Object Editor #

The tool within Assette used to create, edit, and manage Data Objects, providing an interface for defining data transformations, calculations, and conditional logic.

Data Synchronization #

The process in Assette of ensuring that data from various sources is up-to-date and consistent across the platform. Data Synchronization enables accurate reporting and analysis by keeping all data aligned and current.

Data Transformation #

The process of converting data from one format or structure to another within Assette, typically performed using Data Blocks and Data Objects.

Data Visualization #

The representation of data in graphical formats within Assette, such as charts, graphs, and dashboards. Data Visualization enhances understanding and analysis by presenting complex data in an accessible and visually appealing manner.

Developer Center #

See Developer Tools.

Developer Tools #

Formerly known as the Developer Center, this area in Assette allows users with appropriate permissions to access advanced features such as creating and managing Data Blocks, Data Objects, and API definitions.

Disclosures #

Predefined statements or legal disclaimers that can be included in reports and presentations to meet regulatory requirements. Disclosures ensure that all necessary legal and compliance information is communicated effectively to clients.

Dynamic Content #

Content within Assette reports and presentations that updates automatically based on data changes. Dynamic Content ensures that clients receive the most current and relevant information.

E

Expression Builder #

A feature within the Data Object Editor that supports the creation of expressions, including mathematical, logical, and conditional operations. The Expression Builder facilitates data manipulation without extensive programming knowledge.

Expression Operators #

Any of symbols and keywords used in Assette expressions to perform operations, including, but not limited to:

• Arithmetic Operators: + (addition), - (subtraction), * (multiplication), / (division)
• Comparison Operators: == (equals), <> (not equal), > (greater than), < (less than), >= (greater than or equal to), <= (less than or equal to)
• Logical Operators: and, or, not
• Grouping Operator: () (parentheses)

F

Function Library #

A collection of functions available in Assette expressions, such as mathematical functions (Sum, Average), logical functions, and string functions.

G

Go-Live #

The point in the Assette Implementation Approach when the platform is fully deployed and operational within an organization. Go-Live marks the transition from implementation to active use.

H – I

Input Center #

A section in Assette where users input and manage data within the platform. The Input Center allows for the entry of qualitative and quantitative data, ensuring that all necessary information is available for reporting and analysis. The Input Center will be replaced by the more streamlined Assette Navigation Bar to enhance user experience.

J – L

Limitations #

Controls within Assette’s Content Classifications that define access and usage for content, ensuring appropriate distribution within regulatory and organizational boundaries.

M-P #

Output Center #

The section in Assette where users generate and distribute finalized reports and presentations. The Output Center manages the production process, exporting, and delivering content to clients or stakeholders. The Output Center will be replaced by the more streamlined Assette Navigation Bar to enhance user experience.

P

Permission Groups #

Mechanism by which organizations can manage user access to data or accounts within Assette.

Q

Qualitative Data #

Non-numerical data managed within Assette, such as commentary, insights, and textual information that adds context to quantitative data in reports.

Quantitative Data #

Numerical data managed within Assette, including financial figures, performance metrics, and statistical information used in analyses and reporting.

S

Single Sign-On (SSO) #

An authentication process in Assette that allows users to access the platform using their existing enterprise credentials. SSO simplifies the login process and enhances security by centralizing authentication.

Smart Docs #

Complete documents or reports assembled from Smart Pages and other content elements within Assette, used for client reporting and presentations.

Smart Pages #

Individual pages within a report or presentation in Assette that contain specific content elements, allowing for modular design and customization.

Smart Shells #

Templates in Assette that provide a framework for organizing content in reports and presentations, defining the layout and structure.

T – U

User Acceptance Testing (UAT) #

A phase in the Assette Implementation Approach where end-users test the system to confirm it meets their needs and requirements. UAT helps identify any issues or improvements before full deployment.

User Groups #

Collections of users in Assette used for Workbox approvals.

V

Version Control #

The ability to track changes and maintain histories of Data Blocks, Data Objects, and other content within Assette. Version Control allows users to review previous configurations and revert to earlier versions if necessary.

W

Workbox #

An area in Assette where users can approve, review, or reject work items assigned to them, as well as view items that have been previously approved or rejected.

Workflow #

The workflow management system within Assette that allows users to manage tasks, approvals, and the status of content creation and review processes.

X-Z

X-Ray #

The Content X-Ray View (sometimes also called “Dependency View” or simply “X-Ray”) allows users to click into content (e.g., Smart Shells, Smart Pages, etc.) and see the other content that makes up the selected content. This feature also works in reverse and allows the user to see what content uses the currently selected content.