Example 1 (~$17B AUM firm) #
This client prepared and calculated data in a snowflake data warehouse and exposed views to Assette. They used simple Data Blocks to connect and stream data, then used Data Objects to filter and group the data.
Example 2 (~70B AUM firm) #
This firm uploaded data files (Excel/CSV) to Assette and then used Python to do data preparation, and then Data Objects to further shape the date for output needs.
Example 3 (~$120B AUM firm) #
This firm did not have a report-ready data platform and connected Assette to their performance and accounting system’s SQL Server. Then, used Assette’s Data Blocks to transform data (using Python) and Data Objects for further data shaping
Example 4 (~$300B AUM firm) #
This client had complicated outputs that needed to be automated. The datasets in the sources (exposed via APIs) were not entirely report-ready, and the client had to join multiple datasets and implement significant transformations within Assette using Python (and they maintained the Python code in their source code repository using Assette’s VS Code Plugin). Additionally, the client used advanced features available in Data Objects to do conditional formatting (for example, change font and style automatically based on conditions such as addition or liquidating of a security).