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.
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)
VISIT OUR GALLERY
“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
Learn more about our products and easily communicate insights and investment stories. Your satisfaction guaranteed with the Assette Promise, our 60-day unconditional money back guarantee.