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.
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Assette Overview (2:42)
“As the firm’s Chief Compliance Officer, I’m always concerned with consistency and quality control—CCOs do not like surprises. With Assette, there are no surprises.”
Wendy N. Nunez
Partner/Chief Compliance Officer
Champlain Investment Partners