This article is the first in our “Assette Implementation” series, providing a high-level overview to get you started. To delve deeper into the next steps, please proceed to the Assette Implementation Approach on planning and preparation for a successful Assette implementation.
Welcome to the introductory article on implementing Assette, a comprehensive platform designed to streamline client reporting, data transformation, and presentation creation for investment management firms. This series aims to guide implementation teams through the process of setting up and leveraging Assette to enhance operational efficiency and client communications.
What is Assette? #
Assette is an integrated software solution tailored for investment management professionals. It facilitates the creation of accurate, consistent, and professional client reports, presentations, and other communication materials. By centralizing data and automating various processes, Assette helps firms save time, reduce errors, and enhance the quality of their client interactions.
Key Features #
- Data Integration: Consolidate data from multiple sources into a single platform for easy access and management.
- Customizable Reporting: Create tailored reports and presentations that meet the unique needs of each client.
- Automation: Streamline repetitive tasks, such as data updates and report generation, to improve efficiency.
- Compliance Support: Ensure that all communications adhere to regulatory requirements through controlled content management.
- Collaboration Tools: Enable teams to work together seamlessly on report creation and data management.
Assette Data Engine #
- Purpose: Interfaces with data sources and structures data for reporting.
- Functionality: Integrates data from various systems, ensuring accurate and up-to-date information for reports and presentations.
Authoring Tools #
- Purpose: Provides tools for creating templates and content.
- Components: Includes Microsoft Office integration and web-based editors for template creation and management.
- Benefit: Enables users to design professional, consistent, and customized client communications.
Sharing Hub #
- Purpose: Serves as a repository for generated content.
- Functionality: Stores reports and presentations for easy access by sales and client services teams.
- Benefit: Facilitates collaboration and ensures that team members have the latest materials.