Assette EasyAccess is a fully hosted application that enables you to easily deliver customized portfolio information and client reports to your investors via a secure web portal. Assette EasyAccess includes proprietary “Connectors” that extract data from Advent Axys and other leading portfolio accounting system used by RIA firms. In addition, importing data from Excel is supported. The data extracted from portfolio accounting systems and any Excel files are securely transferred over the Internet from your network to Assette’s data center, and Assette EasyAccess quickly pulls this data and populates a secure website. |