“Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production.”
Mary E. Michel
Champlain Investment Partners
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.