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, November 1-4, 2011, San Francisco, California |
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Assette will be exhibiting at Schwab IMPACT 2011. Visit Assette's booth to see how Assette makes client reporting easy at investment firms.
For more information about the conference, please visit http://www.impact.schwab.com |
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, September 13-16, 2009, San Diego Conference Center, San Diego, California |
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Assette will be exhibiting and officially launching a new product at Schwab IMPACT 2009.
IMPACT is Schwab’s annual conference held exclusively for independent investment advisors. The new product – Assette EasyReports
– allows investment advisors to easily create and deliver customized, PowerPoint-based, client meeting books as well as monthly/quarterly
client reports in PDF format.
For more information about the conference, please visit http://www.impact.schwab.com |
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, May 6-8, 2009, The Grand Del Mar, San Diego, California |
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Assette will be exhibiting at the Investment Adviser Association’s 2009 Annual Conference from May 6th-8th.
The IAA is the leading trade group representing the interests of more than 500 SEC-registered investment advisory firms that collectively
manage in excess of $7 trillion for institutional and private clients. For more information about the conference,
please visit: www.investmentadviser.org |
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, January 20-22, 2009, The Ritz Carlton-Bachelor Gulch, Avon, Colorado |
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Assette will be exhibiting at the Senior Delegates Roundtable, organized by the Institutional Investor Institute. The Institute (III) is a private membership organization for Directors of Institutional Sales & Marketing representing the top asset management firms in the U.S. For more information about III, please visit http://www.iimemberships.com/preloginNew/iiminstituteprelogin.asp?Institute_id=123 |
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