“We’re a relatively small firm, and it’s vital that we remain efficient as we grow. Assette has provided that efficiency by seamlessly integrating with our Advent APX accounting platform and delivering high quality, professional looking client reports.”
Brian Culpepper
First Vice President
James Investment Research Inc.
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.
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)
Risky Business: 3 must-have active risk measures every portfolio manager needs
Risk is front-and-center in the minds of institutional asset managers and owners. In this post, we demystify 3 go-to active risk measures: tracking error, maximum drawdown and overconcentration/specific risk.

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.