Understanding clients' investment goals and clearly communicating how you help them achieve these goals adds value and enhances relationships - running and printing reports, stuffing envelopes and mailing report packages does not add value or enhance client satisfaction.

Assette's software makes client reporting easy. By freeing up your staff from mundane report preparation work and allowing them to spend more time on serving clients, Assette helps investment firms retain and accumulate assets. Focus on what you do best.

Few software vendors truly understand the client reporting needs of the investment industry. Many generic reporting solutions struggle to meet the highly specialized needs of investment firms – the systems integrators implementing the software must first be educated on the business and then the software needs to be extensively customized. For example, the nuances of performance reporting, attribution analysis, characteristics, and the importance of safeguarding client data must be explained and reiterated before a real solution can be developed.

Assette is different! Assette's solutions are designed only for investment firms. Assette serves no other industries. Everything Assette does - from product development to sales and marketing - is "laser-focused" on the investment industry. When it comes to understanding your unique client reporting needs, Assette is second to none.

Assette maintains an overall commitment to quality and service. Assette adheres to repeatable business processes to mitigate service related issues. Assette's commitment to client service includes:

Assette's software is delivered on a software-as-a-service (SaaS) model – meaning it's fully hosted and supported by Assette. Firms don't need to worry about installing, customizing, or maintaining software on their network or purchasing hardware. Assette delivers pre-built solutions that easily meet the unique client reporting needs of each investment firm.

When you partner with Assette, your information is protected by a company that has won the trust of major investment firms for its ability to safeguard data through superior technology, facilities, and people. Every Assette employee undergoes a background check, signs a strict confidentiality agreement, and adheres to a professional code of ethics.

Assette houses its systems in SAS-70 certified data centers used by large financial services companies. Rest assured, your data is stored safely behind multiple layers of firewalls and state-of-the-art security systems that constantly monitor Assette's network.

Nobody wants to think about the worst-case scenario – but such preparation is necessary. Assette gives you one less item to worry about in your disaster recovery plans.

Assette's SaaS delivery model gives you the continuity you need to serve your clients no matter what is happening around you. You can access Assette applications from your hot site or home in the event of a disaster eliminating the effort, risk, and uncertainty associated with switching to backup software.

Your software investment will only be safe with a vendor that has earned its place in the market. Founded in 1998 and guided by an experienced board of directors and key management personnel, Assette is focused on providing innovative client reporting solutions to the investment industry. Coupled with superior client service and sound financial judgment, you can trust Assette as your partner.