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 lets us provide customized reports to our clients in a timely manner. Client reports can be generated quickly, but most importantly they maintain our standard of clearly communicating the investment process and results.”
Mandy Scipione
Director of Client Service and Partner
Siharum Advisors
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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)
OUR SOLUTIONS
  • Software to easily produce sales and client materials.
  • Consulting to tell a better story and appear professional.
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