“Assette software is extremely flexible. We can customize client reports and presentations to what our clients really want to see. Also, Assette’s customer service is very responsive. We’re very pleased.”
Jason Allen, CFA
Boys Arnold & Company
With Assette, institutional investment managers easily communicate insights and
investment stories to clients and consultants.
- Win clients and retain assets by sharing insights behind your investment 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.