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.
“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