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 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