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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Assette revolutionizes the communication of investment outcomes by streamlining the process of personalized content generation. Craft eye-catching pitch books, client reports, fact sheets, and additional materials effortlessly, while your rivals are bogged down by tedious data management and adherence to brand standards. Founded by professionals in asset management, we understand the challenges of gathering data, ensuring its precision, and keeping track of different versions. With Assette, you can simplify your workflow and quickly create, review, and distribute precise, brand-consistent investment content without hassle, allowing you to focus on what truly matters—serving your clients and growing your business.

Description

Simplifying your financial planning not only enhances your effectiveness but also fosters business growth; therefore, instead of merely promoting the features and advantages of your offerings, consider providing an engaging planning experience that narrates how clients can achieve their goals. By presenting an interactive journey alongside straightforward plans, you can elevate the quality of client meetings and increase your chances of closing deals. Avoid losing potential referrals by ensuring that clients can recognize your value clearly. With a user-friendly, interactive platform, customers are more inclined to recommend your services when they have access to such a resource. Allocate less time to meeting preparations and devote more time to the clients you are meant to assist. Illustrate the results of your investment suggestions, demonstrate the effectiveness of your counsel, and cultivate trust more swiftly. With interactive, real-time planning, it's possible to convert a prospect into a client in just one hour, creating a seamless transition that benefits both parties significantly. Ultimately, this approach not only enhances client satisfaction but also strengthens your firm's reputation in the marketplace.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft PowerPoint Yes 

Integrations

Microsoft PowerPoint No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Assette

Founded

1998

Country

United States

Website

www.assette.com

Vendor Details

Company Name

Simplicitree

Country

United States

Website

www.simplicitreeplan.com

Product Features

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

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