Assette

Competitor's answer banks are outdated. Assette works from your data. An answer bank is a library someone updated last quarter. Some answers don’t stay true that long: - Investment team tenure. - Investment team turnover over five years. - Ownership by senior management. - AUM by strategy and client type. These are the fields that quietly go stale. When one is caught, nobody asks you about it. They just trust the rest a little less. Assette derives them from your data, rather than keeping them in Excel or carrying them over from the last answer. The same facts and figures behind your pitchbooks and factsheets feed your RFPs and DDQs. Questionnaires arrive as Word, Excel, PDF, and web portals, with tables, checkboxes, radio buttons, dropdowns, and plain text. Assette handles every format. When an RFP requests documents, factsheets, pitchbooks, and GIPS composite reports are matched to its as-of date. Anything missing is flagged before you submit. Your team reviews rather than drafts. Be the firm whose numbers agree. hashtag#RFP hashtag#DDQ hashtag#AssetManagement hashtag#InvestmentManagement hashtag#InstitutionalSales https://lnkd.in/eF_C66MX

Competitor's answer banks are outdated. Assette works from your data. An answer bank is a library someone updated last quarter. Some answers don’t stay true that long: - Investment team tenure. - Investment team turnover over five years. - Ownership by senior management. - AUM by strategy and client type. These are the fields that quietly go stale. When one is caught, nobody asks you about it. They just trust the rest a little less. Assette derives them from your data, rather than keeping them in Excel or carrying them over from the last answer. The same facts and figures behind your pitchbooks and factsheets feed your RFPs and DDQs. Questionnaires arrive as Word, Excel, PDF, and web portals, with tables, checkboxes, radio buttons, dropdowns, and plain text. Assette handles every format. When an RFP requests documents, factsheets, pitchbooks, and GIPS composite reports are matched to its as-of date. Anything missing is flagged before you submit. Your team reviews rather than drafts. Be the firm whose numbers agree. #RFP #DDQ #AssetManagement #InvestmentManagement #InstitutionalSales https://lnkd.in/eF_C66MX

The exhibit that sinks your RFP usually isn't in the questions. It's buried in the instructions: "Attach as Appendix A." Miss it, or attach last quarter's version, and your response goes in incomplete. New in Assette: RFP & DDQ Automatic Document Attachments. - Reads the entire RFP, including instructions and cover pages, and tracks every requested document - Matches factsheets, pitchbooks and GIPS composite reports to the RFP's as-of date, and uses the latest approved version of your ADV, SOC reports and policies - AI-verifies every match, then attaches and labels it automatically Anything missing is flagged before you submit. Nothing happens silently. Book a demo to see it in action. https://lnkd.in/giSwVUuA #RFP #DDQ #AssetManagement #InvestmentManagement #AssetteAI

Allocators can tell a stock #RFP answer from one written for their specific question. The problem isn't your RFP team. It's standard answer banks — built for reuse, not relevance. Assette's RFPs module generates answers from your live data and the facts you store about the firm, strategies, and people. Now, RFP answers are current, specific, and done in minutes. Watch how it works.

At 5PM on a Friday, someone on your team receives this message: “Hi Sarah, we need you to answer questions 5-20 on this RFP by Monday.” The RFPs module in Assette is built for this exact moment. AssetteAI drafts each answer from your firm's own knowledge base. Confidence scored, so your team sees where to focus review. Every answer links back to the source. Live AUM tables pull straight from your data, so there’s no manual retyping. Faster response. Sharper answers. Nothing rebuilt between them. Watch how it works.

Why do investment firms run multiple tools to support sales and client service? #SalesEnablement, #ClientReporting, #RFPs, and #ClientPortals run on point solutions. Assette consolidates all tools into a single platform - same inputs, shared components and output that helps you win and keep business.