| Assette EasyReports is a software-as-a-service (SaaS) application that is hosted in Assette’s secure data center. The application securely communicates with Assette’s servers using XML web services. Initially, using the web browser, you install a “thin client” on your computer. After that, each time you start Assette EasyReports, it automatically checks for updates and installs the latest version so you always have the newest software at your fingertips. Assette EasyReports can be installed on any computer with Internet access – making it easy for you to generate client reports whether you are in the office, on the road or at home.
Assette EasyReports uses familiar Microsoft PowerPoint® as the report writer, allowing business users to easily create, edit and customize report templates.
Assette EasyReports includes “Connectors” that let you automatically extract and securely push data to Assette from Advent Axys® and Schwab PortfolioCenter®. In addition, certain fund data can be loaded from Excel® files. |
