Assette software

Are you an ACE? Do you have an ACE? Our new Assette Certified Expert program trains asset management professional services consultants, developers and marketers on how best to implement and begin using Assette software to streamline your content automation efforts. From initial set-up to connecting data sources and editing and sharing content, the training program provides hands-on experience and learning geared towards an individual’s role with the software. Read on to learn more and get an ACE on your content team!

Assette Launches Assette Certified Expert (ACE) Training Program | Assette Assette has launched the Assette Certified Expert (ACE) program. The program is available to both internal asset management personnel and technology and business consultants serving the asset management business.

What are some of the data and content challenges the asset management industry is facing now? Who is demanding more self-service data tools? How are asset management firms governing and protecting their data? How are asset management firms maintaining brand guidelines in the content created with their data? Assette CEO Thusith Mahanama moderated a recent Institutional Investor discussion to find out. Read on to learn more https://www.assette.com/insights/assette-at-institutional-investor-solving-data-and-content-challenges/

And if these are challenges your firm is facing, contact us to find out how we can help.

Assette At Institutional Investor: Solving Data And Content Challenges | Assette Assette CEO Thusith Mahanama moderated a packed session on managing data in a self-service business intelligence environment at the recent Institutional Investor Data & Analytics Symposium in Chicago.

Did you know that Assette uses Microsoft PowerPoint as its editor? That means your team can use their know-how and expertise to build engaging client presentations.

Why reinvent the wheel or force your team to adapt to yet another software tool? Let them use the tools they already know.

Empower your team with Assette’s marketer-focused tools and access to data. Ariel, Baillie Gifford, Barrow Hanley, Black Creek, Hardman Johnston, and more are using Assette to turn their investment data into content.

Contact us to learn how Assette can automate your entire client presentation process – creation, review and delivery.

https://www.assette.com/solutions/asset-management-client-presentations

Our team enjoyed a terrific two days of networking and information sharing at this week's Institutional Investor Data & Analytics Symposium talking all things , , and more. If we missed you and you'd like to learn more about how Assette automates the creation, approval and delivery of client reporting, sales and other content using your investment data, visit us at https://www.assette.com/.

Stop spending hours manually generating factsheets. With Assette, your data is ready to work, which makes producing fund factsheets as quick as hitting the ‘generate” button.

Visit our web site to learn more about our factsheet and other modules and how Assette easily and reliably turns investment data into content for marketing, client reports, DDQs and more.

https://www.assette.com/solutions/asset-management-factsheets

We’re thrilled to announce that Bryan Medina has joined Assette as Senior Director of Client Success. Bryan brings a wealth of experience in driving sales and product growth for firms in financial services, fintech and investment data. We look forward to his impact on Assette and our clients at this exciting growth phase for our company.

Bryan joins just in time to attend the Institutional InvestorInstitutional Investor Data & Analytics Symposium with our team in Chicago this week. If you’re attending too, make sure to say hello. Welcome aboard Bryan!

https://www.assette.com/

Investment data is constantly changing, making staying on top of factsheet edits time consuming and costly. Building or editing a customized factsheet takes minutes in Assette. https://www.assette.com/solutions/asset-management-factsheets

We’re thrilled to announce that Sam Genesky has joined Assette as our Senior Manager of Sales Engineering to help further accelerate our growth. Sam will be responsible for working with asset management firms to demonstrate Assette’s capabilities in easily turning quantitative and qualitative data into impactful marketing and client reporting content like client presentations, pitchbooks, factsheets, DDQs and more. Sam brings to Assette a background in software sales engineering within the FinTech space in addition to diversified client service experience. We're excited to have him join our firm at this time of fast growth.

Sam joins us just in time to accompany our CEO Thusith Mahanama at the May 7-8 Institutional Investor Data & Analytics Symposium in Chicago. If you’ll be there too, please make sure to say hello.

Please visit www.assette.com for more information or to request a demo.

Our CEO Thusith Mahanama will join other investment leaders sharing the latest insights on data trends in our business at Institutional Investor’s Investment Data & Analytics Symposium in Chicago May 7-8. Learn more and sign up to attend or reach out if you're in the area and would like a meeting/demo.

https://www.iinow.com/Financial-Technology-Forum/2024-investment-data-analytics-symposium

Giving end users business intelligence tools is only half the battle; to generate reports and answer queries that produce real value, business users also need access to correct, understandable data that they can analyze with confidence. Join 80 of your buyside data management colleagues on May 7-8, 2024 in Chicago to at the Institutional Investor third annual Investment Data & Analytics Symposium. Our CEO Thusith Mahanama will be joining other investment industry pros and thought leaders presenting and leading discussions. Learn more and sign up to attend if you'll be in the Chicago area.

2024 Investment Data & Analytics Symposium | Institutional Investor Access About Investment management executives know that data – clean, correct, well understood and easily available – is the indispensable feedstock for a successful growth strategy in today’s competitive marketplace. Join Institutional Investor’s Special Interest Group for Data Management, to disc...

Assette software automates and simplifies pitchbook reviews. Self-updating disclosures, automated versioning and review audit trails help ensure compliance of your sales and client content. You also get a real-time glimpse of the review process making it easy to spot delays.

Empower your team with Assette's marketer-focused tools and access to data. End compliance confusion and lengthy delays for pitchbook reviews. Contact us to learn more and request a demo.

https://www.assette.com/solutions/asset-management-pitchbooks

Our CEO Thusith Mahanama, commenting on the recent Clearwater Analytics acquisition of Wilshire Advisors’ performance analytics platforms, noted in a FundFire story on the deal: “The asset management industry today spends an inordinate amount of time managing vendors. In fact, recently, a chief operating officer told me they want to get back in the asset management business and not the vendor-management business.”

Read more about the deal and hear from Mahanama and other industry experts' thoughts on its impact to the industry.

https://www.assette.com/asset-management-coos-don-t-want-to-be-in-the-vendor-management-business-says-assette-ceo-thusith-mahanama

We enjoyed meeting, hearing from and networking with other financial/investment industry leaders at the TSAM Boston event yesterday. Our team shared with attendees all the ways Assette turns investment data into content. If you'd like to learn more, visit us online at https://www.assette.com/

We are thrilled to share that Public Trust Advisors has selected Assette to automate their presentations, factsheets and pitchbooks. https://www.assette.com/public-trust-advisors-selects-assette-software

Stuck in a never ending cycle of manual pitchbook updates? Automating your pitchbook creation, reviews and delivery with Assette gives your team time to focus on sharing perspective with clients. https://www.assette.com/solutions/asset-management-pitchbooks

Exciting news this week! Baillie Gifford has selected Assette software for client presentations and pitchbooks. More on our blog: https://www.assette.com/baillie-gifford-and-assette

Barrow Hanley is automating with Assette. Read on to learn more about their productivity gains. https://www.assette.com/barrow-hanley-and-assette

Turn your into content with Assette.There are 8 modules in Assette, that automate the creation, review and delivery of your content. https://www.assette.com/technology/asset-management-modules

Introducing AssetteGPT, our first AI-based feature. AssetteGPT powers our investment commentary module, but the text it develops can be used across the Assette platform. Check out our blog to learn more: https://www.assette.com/introducing-assettegpt

Looking forward to seeing everyone at in two days!

We have exciting news to share. Ariel Investments is automating their client statements and sales materials with Assette software. You can read more here: https://www.assette.com/ariel-investments-automates-with-assette

It's almost time for TSAM London! We are so excited we have switched the team from coffee to tea in preparation. Hope to see you there.

We are hiring! Do you have a passion for outstanding client service and love project management? We are looking for client service representative in the Boston area.

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Wow your clients with customized, up-to-date, and accurate presentations. Let's talk about client presentations. https://www.assette.com/solutions/asset-management-client-presentations

Shout out to Assette's Jeff Kenney who was recently recognized by the Expect Miracles Foundation - Financial Services Against Cancer for his volunteering efforts. Learn more about the work this incredible organization does and consider signing up to volunteer in your community. https://lnkd.in/ddUbk73f

Stop spending needless time sorting, chasing and double checking your due diligence questionnaires. Automation is key to productivity and accuracy. https://www.assette.com/solutions/due-diligence-questionnaire-automation

Happy New Year to our clients, friends, colleagues, partners and friends.

In case you missed it, Assette's Shalini Kurukulasuriya spoke to the TSAM about how firms can prepare for the new SEC Marketing Rule. https://www.youtube.com/watch?v=HwDdZUoAkrM

On our blog: Assette's Shalini Kurukulasuriya, MSc., CFA and special guest author Amy Jones, CIPM explore the upcoming SEC Marketing rule, net-of-fees performance and attribution. https://www.assette.com/the-sec-marketing-rule-net-of-fees-performance-and-attribution

We recently chatted with the the TSAM team about the importance of automation for asset management firms. Check out the conversation: https://www.youtube.com/watch?v=fuVQaZiGHto

Automation of Asset Management Communications In this interview TSAM sat down with Brian Duddy and Jeff Kenney from the Business Development team at Assette to discuss the automation of client and sales ...