“Assette Presentations has helped us maintain our ability to customize reports to specific client needs while increasing scalability in our client service and marketing areas. We can now produce presentations and reports within minutes.”
Boston Private Bank Trust Company
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.