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A. Not only will your firm enhance its brand,
reputation, and visibility by offering a sophisticated, interactive, and
easy-to-use private labeled website, but your employees will become more
efficient in their day-to-day client service responsibilities. With a secure
web site, your clients can easily login and answer day-to-day questions
such as balance inquiries, sector exposure, etc.
Further, when a more sophisticated question is directed to your client
service staff, they can efficiently access client portfolio data to respond
quickly. No longer will client service staff have to research client questions
via back-office systems and/or operations staff. Employees can spend more
time using information and proactively communicating with and servicing
their clients.
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| A. No. Assette Portfolio Access is a fully hosted
and supported application. No software needs to be installed or maintained
on an asset manager’s servers |
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| A. Multiple security components are used by Assette
to provide effective information security. Assette uses a secure data center
that is SAS 70 certified. Other safeguards include: three layers of firewalls;
24/7 intrusion detection and quarterly vulnerability scanning by VeriSign;
virus scanning; business continuity planning; and extensive employee screening.
Assette also utilizes encryption to protect data transferred over the internet.
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| A. Depending on the complexity of the installation,
Assette Portfolio Access is typically implemented in 3-6 months. Key components
of implementation include: identify, map, and process source data to Assette’s
data warehouse; define, design, and configure the user interface; and complete
internal and acceptance testing. |
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| A. Assette is focused on providing quality client
service. Service is available between 8:00 a.m. and 5:00 p.m. EST on NYSE
business days. During these hours, client service personnel will respond
to your queries within 15 minutes. Assette’s operations team also
proactively monitors applications to prevent issues from occurring in the
first place. |
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| A. Assette charges a one-time implementation
fee and then an on-going monthly management fee.
The implementation fee is predicated on a number
of factors including: the number of data sources used to populate the
client website; to what degree does source data need to be “processed”
or “transformed” by Assette before the data populates the
data warehouse; and the level of support needed to define, design, and
create the user interface.
The monthly management fee is driven by a number
of different factors including: the volume of data (number of accounts,
tax lots, transactions, etc.); number of users; number of data sources;
and the complexity of transformation rules used to process and present
your data. |
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| A. Assette Portfolio Access should be viewed
as an investment that will make your firm significantly more efficient and
scalable, thus providing more time for you to focus on developing new business
and serving existing clients.
For example, time freed up each month/quarter
amongst key client service, operations, and portfolio management staff,
can be reallocated to higher priority business development and client
service initiatives. Your firm will be able to focus on growing and retaining
assets – which will easily pay for Assette Portfolio Access in the
short-term.
If your firm is in growth mode, Assette Portfolio Access will provide
much needed scalability to help you do more with fewer resources. Instead
of having to hire and train new staff to keep up with account growth,
Assette Portfolio Access will provide the automation you need to gain
operating leverage and keep expenses in check
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| A. Assette has been providing on-demand software
solutions to the asset management industry since 1998. Assette is exclusively
focused on the money management industry and all key employees have extensive
professional experience in financial services.
Potential customers often perform due diligence on Assette and its’
applications. Client references are also available upon request.
Payment and contractual terms are fairly structured to be mutually beneficially
to both Assette and its’ clients. |
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| A. Your clients will directly benefit
by receiving more timely, customized, and granular data free of errors and
inconsistencies – online, at the convenience of their own computer.
A secure client website acts as a self-service tool which allows your investors
to easily and conveniently access basic portfolio data such as holdings,
transactions, unrealized gains/losses, cash balances, etc. Furthermore,
third party and firm content such as market commentary, news, research,
and white papers can be uploaded to the website providing further value
to your clients and their consultants.
Having a secure client access site also satisfies the thirst among institutional
clients for greater transparency.
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| A. Yes. Assette Portfolio Access allows you to
track website usage to determine what functionality your clients and staff
most value. |
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| A. No. Assette Portfolio Access is an easy-to-use
and highly intuitive application requiring minimal training. Once Assette
Portfolio Access is “up and running”, new users can be trained
very quickly – usually in just a few hours. Of course, Assette’s
Client Service Group will assist users so they can productively use Assette
Portfolio Access as quickly as possible. |
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| A. Assette Portfolio Access can help differentiate
your firm to investors and their consultants – particularly as they
pay more attention to the client servicing capabilities and transparency
of their money managers. By using proven client service tools like Assette
Portfolio Access, your firm will enhance its’ overall client service
platform helping it to win and retain more asset management mandates. |
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| A. If your firm is in growth mode, Assette Portfolio
Access will provide much needed scalability to help you do more with fewer
resources. Instead of having to hire and train new staff to keep up with
account growth, Assette Portfolio Access will provide the automation you
need to gain operating leverage and keep expenses in check. |
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| A. Assette Portfolio Access is accessible
24 hours a day, 7 days per week from anywhere in the world with an Internet
connection. |
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| A. Yes. Assette Portfolio Access provides easy-to-use
content upload functionality to provide more value to your users. Easily
upload documents like account statements, white papers, commentary, third
party or proprietary research, etc. |
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