Assette’s software solutions - Assette Presentations™, Assette Statements™, and Assette Portfolio Access™ - make it easy for you to integrate data and create sales and client presentations, portfolio statements, and provide online account access to clients. By freeing up your staff from mundane report preparation work and allowing them to spend more time on proactive sales and client service, Assette helps asset managers accumulate and retain assets. Focus on what you do best.

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

Assette is different! Assette’s solutions are only designed for asset management firms. Assette serves no other industries. Everything Assette does - from product development to sales and marketing - is “laser-focused” on buy-side asset management firms. 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 and is fully hosted and supported by Assette. Consequently, clients do not need to worry about installing, customizing, or maintaining software on their network or purchasing associated hardware. Assette delivers pre-built solutions that easily meet the unique client reporting needs of each asset manager.

When you partner with Assette, your information is protected by a company that has won the trust of major asset management 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 a SAS-70 certified co-location facility used by numerous 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 and vital. 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 asset management industry. Coupled with superior client service and sound financial judgment, you can trust Assette as a partner.