Assette makes it easy to integrate data and create sales and client presentations, portfolio statements, and provide online account access to clients.

Assette’s software allows marketing and client service professionals at asset management firms to focus on their core responsibilities: developing new business and proactively serving clients rather than on mundane report preparation work.

Instead of devoting substantial time to manually intensive and error-prone activities such as data collection and entry, Assette software allows asset management firms to easily extract and consolidate data from systems such as Advent and FactSet and quickly provide high quality, customized information to clients. Assette enables money managers to keep their strategic and tactical focus on accumulating and retaining assets. By implementing Assette’s solutions, asset management firms gain a significant competitive advantage in an increasingly competitive environment.

Assette was founded in 1998 and specializes in developing data integration and client reporting solutions specifically for the asset management 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 on the money management industry to efficiently deliver solutions and add value.