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- Easily push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, and augment with data from FactSet®, BondEdge® and Excel®.
- Eliminate manual tasks such as gathering, cleaning, copying, and reviewing data.
- Generate professional client presentations in just minutes with a few mouse clicks.
- Communicate investment results effectively through familiar PowerPoint format.
- Accurately reflect your professionalism, corporate brand and legal disclosure requirements.
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| Most investment firms struggle to prepare presentations for client meetings. |
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| Client service staff must often gather data from disparate systems such as portfolio accounting and analytics applications, clean the data using spreadsheet tools and finally transfer the content into PowerPoint. Presentations then must go through a detailed review process to ensure accuracy often necessitating multiple rounds of edits. This process is time-consuming, manual, and error-prone. |
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| Regardless of the complexity in creating presentations, institutional and private clients demand effective, timely, and professional communication regarding their investment portfolios. |
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| Assette Presentations allows you to push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, augment with data from FactSet®, BondEdge® and Excel®, and generate professional client presentations with a few clicks of a mouse. |
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| Stop wasting time manually creating presentations. Spend time serving clients. Contact Assette today to see a live demo. |
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