Assette EasyReports is a fully hosted application that enables you to easily integrate data and create customized client reports.  Assette EasyReports 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 EasyReports quickly pulls this data and populates PDF and PowerPoint reports automatically.

Assette EasyReports uses PowerPoint as the report editor allowing you to easily design and customize reports.  With a few clicks of a mouse you can generate and deliver high quality account statements and client presentations.