assette

Founded by Maryanne Morrow in 2016

Create and distribute automated client reports and sales materials from live investment data

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Assette to generate compliant investment marketing and client materials directly from your live portfolio data. The software connects to your data sources to automatically produce pitchbooks, fact sheets, client reports, and commentaries. Teams can draft responses to RFPs and DDQs using built-in artificial intelligence, reducing turnaround times. Additionally, Assette provides a self-service investor portal where clients can view up-to-date performance figures and documents anytime, keeping sales, marketing, and client service teams aligned without repetitive manual updates.

What assette does

Connect portfolio data directly to document templatesDraft automated responses to institutional DDQ questionnairesGenerate recurring quarterly performance commentariesDistribute customized reports to institutional clients via secure portalAccess sales materials directly inside Microsoft OutlookAudit and update compliance disclosures across presentationsConnect directly to live investment data sources without manual duplicationGenerate automated client reports and performance commentaries in minutesDraft RFP responses and DDQs using domain-specific artificial intelligenceShare up-to-date pitch decks and presentations directly within Outlook or CRMProvide clients with a branded self-service portal for reports and metricsCentralize compliance disclosures and brand standards across all documents

Pricing breakdown

Pricing model: Paid

Frequently asked

Microsoft Outlook

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