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.
WATCH OUR VIDEO
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)
VISIT OUR GALLERY
“Assette allows us to focus on serving our clients instead of spending time on manual work. The implementation of Assette went smoothly with the process taking about six weeks. Assette’s client service was excellent during the process.”
Karen Agnew
Senior Vice President and Director of Marketing
Granahan Investment Management
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.