“Assette Presentations allows us to more efficiently produce the professional quality reports our clients have come to expect on a consistent basis. Whether for High Net Worth Individuals or Institutional Investment Committees, the flexibility of these reports is truly impressive.”
Barbara Cummings
Senior Vice President
Boston Private Bank Trust 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.
Overview of challenges faced by institutional investment managers in communicating the value of active management and how Assette simplifies creating sales pitch books, client reports and client portals.Interfaces to APX®, Axys®, Schwab PortfolioCenter®, FactSet®, BondEdge® and Excel®. Quickly create presentations and reports, using Microsoft PowerPoint®, to communicate the value you add to clients and consultants.
Assette Overview (2:42)
Risky Business: 3 must-have active risk measures every portfolio manager needs
Risk is front-and-center in the minds of institutional asset managers and owners. In this post, we demystify 3 go-to active risk measures: tracking error, maximum drawdown and overconcentration/specific risk.

Learn more about our products and easily communicate insights and investment stories. Your satisfaction guaranteed with the Assette Promise, our 60-day unconditional money back guarantee.