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 setup, 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)
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“Assette’s software has further helped us automate our process of providing customized, consistently branded presentations and reports to our clients. We have received very positive feedback from our clients regarding the new report packages they receive.”
James D. Henderson
Executive Vice President
Boston Private Bank Trust Company
Learn more about our products and easily communicate insights and investment stories.