Assette

You'll impress existing and prospective clients with customized investment content. Instantly create fact sheets, DDQs, pitch books, & more. That is the short version of Assette. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Financial Services and FinTech. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

Assette is based in Boston, Massachusetts. Their site is assette.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used Assette? Rate it.