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| Most asset management firms
struggle to prepare customized presentations for client or sales meetings. |
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| Marketing and client service staff must
often gather and clean data from disparate systems such as portfolio
accounting, performance/attribution, and portfolio analytic applications.
Calculations are then performed using spreadsheet tools and data is
then input into PowerPoint slides. Presentations then must go through
a detailed review process to ensure accuracy often necessitating multiple
rounds of edits and updates. This process is time-consuming, labor-intensive,
and error-prone. |
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| Regardless of the complexity
and difficulty in creating presentations, institutional and private
clients demand effective, consistent, and timely communication regarding
their investment portfolios. Asset managers who fail to meet these
standards face a competitive disadvantage in the marketplace –
particularly if their performance is lagging. |
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| Assette Presentations solves
the problem by fully automating the creation of customized sales and
client meeting presentations. |
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| Assette Presentations allows you to: |
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- Automatically extract and aggregate client portfolio data from
standalone investment systems.
- Eliminate manual tasks such as gathering, cleaning, copying,
and reviewing data.
- Generate accurate, customized, and data-rich sales and client
presentations in just minutes with a few mouse clicks.
- Communicate investment results effectively to clients and prospects
through the familiar Microsoft PowerPoint format.
- Accurately reflect your corporate brand and marketing and legal
requirements on all presentations.
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