Assette Portfolio Access is a software-as-a-service (SaaS) application that is hosted in Assette’s secure data center.  All communication between the user’s browser and Assette’s servers is encrypted using secure sockets layer (SSL) technology.

Assette Portfolio Access includes “Connectors” that let you automatically extract and securely push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) and Schwab PortfolioCenter®.  In addition, characteristics and attribution data can be loaded from FactSet® and BondEdge®.  With the ability to process Excel® files, loading any custom data is easy.