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Clients
 

As an investment firm, you need to continually increase your efficiency to achieve your growth and client retention goals. Assette's easy-to-use client reporting solutions make that possible. Many leading investment firms have turned to Assette to make client reporting easy.

 
 

Assette clients include:

 
SEI  
Boston Private Bank & Trust Company
Kayne Anderson Rudnick Investment Management
 
 
Integrity Asset Management
 
First Quadrant
Hirtle Callaghan - Chief Investment Officers
 
 
Systematic Financial Management  
James Investment Research Inc.
ZWJ Investment Counsel
       
       
Middleton & Company, Inc.
Moody Lynn & Co. Investment Counsel
 
       
Aequitas Capital Management, Inc
     
       
       
   
     
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