“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.”
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.