With Assette, institutional investment managers easily communicate investment results to clients and consultants.
- Win assets and retain clients by sharing insights and stories behind your results.
- Demonstrate the value you add through active management.
- Eliminate errors resulting from manual data rekeying and manipulation.
Assette is quick to onboard, simple to use and backed by the best client service in the industry.
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Assette Overview (2:42)
“Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production.”
Mary E. Michel
Champlain Investment Partners