Free ROI Analysis
Thank you for your interest in the free ROI analysis. Please complete the information below and an Assette representative will send you the analysis in 2 business days.
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First Name:
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Last Name:
Title:
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Company Name:
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E-mail:
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Approximate AUM ($B):
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Number of sales and client presentations produced quarterly:
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Average time (in hours) to produce one presentation
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Data sources used to produce presentations
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How did you hear about Assette?:
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Required Fields
1
Client presentations (client meeting books) are material presented to clients during face-to-face meetings.
2
Data sources are systems such as Advent Axys, APX, Schwab PortfolioCenter, Factset, BondEdge, Vestek, etc
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