Technical Overview
 
Assette Portfolio Access is an on-demand application that is hosted in Assette’s secure data center. Assette Portfolio Access allows you to provide up-to-date portfolio information to your clients via a Web browser. All communication between the browser and Assette’s servers is encrypted using secure sockets layer (SSL) technology.
 
Assette Portfolio Access includes connectors that extract data from your portfolio accounting and performance attribution systems, as well as from market data providers and analyst databases. A software agent transfers extracted data securely over the Internet to Assette’s data center, where Assette’s sophisticated ETL (extract, transform, load) engine warehouses the data for use in your statements. As it transforms, the system normalizes and validates raw data—eliminating manual tasks for your staff. Assette Portfolio Access quickly pulls data from this warehouse, populating a secure web site in seconds.
 
 
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