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- Easily push data to Assette from Advent Axys® or Schwab PortfolioCenter® and Excel®.
- Easily collate reports including client letters and commentary.
- Easily increase efficiency and eliminate manual client reporting steps.
- Easily improve your brand image via high-quality, professional client reports.
- Easily communicate investment results and keep your clients consistently informed.
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| At most investment firms, preparing and delivering client reports is time-consuming, manual, and error-prone. |
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| You must often pull separate reports for performance, asset allocation and holdings from the portfolio accounting system, ensure that the data is accurate, and then combine the reports before disseminating to clients. Every quarter-end , it’s often necessary to “hijack the conference room” to collate, review, stuff, and mail client reports. Even with all this effort, clients end up receiving a package with disparate fonts, colors and page numbers. Far from the professional image you want to convey to clients. |
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| Regardless of the complexity and difficulty associated with producing and delivering reports, clients demand professional, effective, and timely communication concerning their portfolios. |
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| Assette EasyReports allows you to push data to Assette from Advent Axys® or Schwab PortfolioCenter®, augment with Excel®-based data, and generate professional client reports within minutes. Easily deliver reports via print, web or outsource fulfillment to Assette. |
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| Stop wasting time manually creating client reports. Spend time serving clients. Contact Assette today to see a live demo. |
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