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- Increase convenience and transparency to clients with an easy-to-use web portal.
- Save paper and money by delivering quarterly reports and other client communications via the web.
- Easily push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, and provide daily portfolio information.
- Free up time for proactive client service by letting clients self-answer routine questions relating to market values, holdings and transactions.
- Enhance your corporate brand and professionalism.
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| Investment firms still rely on regular mail to deliver quarterly reports and other client communications. Clients, increasingly comfortable with online tools, expect electronic delivery of reports and instant answers to routine questions such as mid-month portfolio values. |
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| Manual delivery is not only costly but also a waste of paper. Stuffing envelopes and mailing reports add no value and take away valuable time from serving clients.
In addition to the convenience of online report access, most clients today want to contribute to the “green revolution.” When clients have routine questions about market values or want to know if a contribution posted, they want instant answers – not phoning the client service officer. |
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| Assette Portfolio Access lets you provide a secure, easy-to-use web portal to clients. Easily post quarterly reports and other information online and let clients access information anytime. Push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter® and let clients get instant answers to routine questions – freeing you up to answer complex questions, discuss new ideas and bring in more assets. |
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| Stop wasting time manually delivering reports and answering routine questions. Free yourself to provide exceptional client service while increasing convenience to clients. Contact Assette today to see a live demo. |
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