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.
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Assette Overview (2:42)
“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