Assette makes client reporting easy at investment firms with assets ranging from $100 million to $25 billion. Push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, and augment with information from FactSet®, BondEdge® or Excel®, to easily generate professional quarterly reports, client meeting presentations, and provide online account access. Assette allows you to focus on serving clients instead of on mundane reporting work.

Assette was founded in 1998 and specializes in developing client reporting solutions for the investment industry. Unlike more generic software solutions that struggle to meet the highly specialized needs of investment firms, Assette draws on the extensive industry knowledge of its employees and a disciplined strategic focus to efficiently deliver solutions and add value.

Assette’s software is delivered only on a software-as-a-service (SaaS) model. The company hosts all applications at SAS-70 certified data centers and employs multiple security components to safeguard client data. Assette is dedicated to providing high-quality and easy-to-use software applications backed by exceptional client service.