“Previously the preparation of our quarterly reports involved sorting, collating, stapling and extra printing plus the time to double check the accuracy of each packet. Now the process is streamlined, with packets assembled in minutes and accuracy assured.”
Aequitas Investment Advisors
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.