“We’ve seen a significant ROI from using Assette. We’re serving our clients better and we’re saving money and time.”
John P. Rhodin, CFA
Chief Compliance Officer
Boys Arnold & 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.