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 setup, simple to use and backed by the best client service in the industry.
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Assette Overview (2:42)
“Assette’s software has further helped us automate our process of providing customized, consistently branded presentations and reports to our clients. We have received very positive
feedback from our clients regarding the new report packages they receive.”
James D. Henderson
Executive Vice President
Boston Private Bank Trust Company