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 software is extremely flexible. We can customize client reports and presentations to what our clients really want to see. Also, Assette’s customer service is very responsive. We’re very pleased.”
Jason Allen, CFA
Investment Counselor
Boys Arnold & Company
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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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