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| A. Assette Presentations fully automates the
manual process of preparing and generating client meeting books and sales
presentations used by asset managers. The application includes a data warehouse
that extracts client data from portfolio accounting, performance, attribution,
and proprietary applications and is fully integrated with Microsoft PowerPoint.
Assette Presentations holds an unlimited number of presentation templates
which are then populated with portfolio data when needed - in just minutes.
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| A. No. Assette Presentations is a fully hosted
and supported application. No software needs to be installed or maintained
on an asset manager’s servers. |
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| A. Multiple security components are used by Assette
to provide effective information security. Assette uses a secure data center
that is SAS 70 certified. Other safeguards include: three layers of firewalls;
24/7 intrusion detection and quarterly vulnerability scanning by VeriSign;
virus scanning; business continuity planning; and extensive employee screening.
Assette also utilizes encryption to protect data transferred over the internet. |
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| A. Depending on the complexity of the installation,
Assette Presentations is typically implemented in 3-6 months. Key components
of implementation include: identify, map, and process source data to Assette’s
data warehouse; define and create presentation templates; and complete internal
and acceptance testing. |
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| A. Assette is focused on providing quality client
service. Assette Presentations clients have a dedicated Client Service Associate
(CSA) who is supported by a client service team. Service is available between
8:30 a.m. and 5:30 p.m. EST on NYSE business days. During these hours, client
service personnel will respond to your queries within 15 minutes. For critical
issues that arise off-hours, Assette’s operations team is available by pager. |
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| A. Assette can provide a range of services depending
on your specific needs - from limited to full support. Full support includes
information architecture and “look and feel” design services. Such services
help you figure out what data to present, how it should be presented - complete
with professional design. There is no limit on how many templates you create
and store in Assette Presentations - create just a few or create many depending
on client type and requirements. |
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| A. Assette charges a one-time implementation
fee and then an on-going monthly management fee.
The implementation fee is predicated on a number
of factors including: the level of support needed to create presentation
templates; the number of data sources used for your presentations; and
to what degree does source data need to be “processed” or “transformed”
by Assette before the data populates the data warehouse.
The monthly management fee is driven by a number
of different factors including: the volume of data (number of accounts,
tax lots, transactions, etc.); number of users; number of data sources;
and the complexity of transformation rules used to process and present
your data. |
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| A. Assette Presentations should be viewed as
an investment that will make your firm significantly more efficient and
scalable, thus providing more time for you to focus on developing new business
and serving existing clients.
For example, if you currently are responsible for 100 client presentations
annually and Assette Presentations can save 2 hours of administrative
time putting together each client meeting book, you will have yielded
200 hours of time savings or roughly ½ day per week. This time can be
reallocated to higher priority business development and client service
initiatives. Your firm will be able to focus on growing and retaining
assets – which will easily pay for Assette Presentations in the short-term.
If your firm is in growth mode, Assette Presentations will provide much
needed scalability to help you do more with fewer resources. Instead of
having to hire and train new staff to keep up with account growth, Assette
Presentations will provide the automation you need to gain operating leverage
and keep expenses in check. |
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| A. Assette has been providing on-demand software
solutions to the asset management industry since 1998. Assette is exclusively
focused on the money management industry and all key employees have extensive
professional experience in financial services.
Potential customers often perform due diligence on Assette and its’ applications.
Client references are also available upon request.
Payment and contractual terms are fairly structured to be mutually beneficially
to both Assette and its’ clients. |
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| A. Your clients will directly benefit by receiving
more timely and granular presentations free of errors and inconsistencies.
When clients request ad-hoc information, your firm will be able to satisfy
these requests in minutes instead of hours or even days. You will be able
to “tell your story” better which will build goodwill with your clients. |
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| A. Yes. The presentation templates stored in
Assette Presentations are designed to conform to all of your corporate marketing
and legal requirements. You will no longer need to worry about presentations
being disseminated to clients and prospects absent the appropriate legal
disclosures and/or marketing requirements. If your marketing or legal requirements
change, Assette Presentations makes it easy to facilitate such changes across
all of your presentation templates. |
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| A. No. Assette Presentations is an easy-to-use
and highly intuitive application requiring minimal training. Once Assette
Presentations is “up and running”, new users can be trained very quickly
– usually in just a few hours. Of course, Assette’s Client Service Group
will assist users so they can productively use Assette Presentations as
quickly as possible. |
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| A. Assette Presentations can help differentiate
your firm to investors and their consultants – particularly as they pay
more attention to the client servicing capabilities of their money managers.
By using proven client service tools like Assette Presentations, your firm
will enhance its’ overall client service platform helping it to win and
retain more asset management mandates. |
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| A. Yes. Multiple reasons contribute to data accuracy.
First, most data issues are caused by human errors made when manually calculating
figures or copying-and-pasting data from various sources. Assette Presentations
automates these tasks, thus eliminating human errors.
Second, Assette performs a number of data integrity checks to make sure
that all data sent by source systems was completely received and processed.
Finally, Assette can execute custom data validation checks specified
by you. These could include checking if performance is up/down within
a certain range (for different periods), checking security prices against
a 3rd party-source to ensure that market values are correct and inspecting
transaction values to make sure that they are within certain ranges. |
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| A. If your firm is in growth mode, Assette Presentations
will provide much needed scalability to help you do more with fewer resources.
Instead of having to hire and train new staff to keep up with account growth,
Assette Presentations will provide the automation you need to gain operating
leverage and keep expenses in check. |
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| A. Assette Presentations is accessible 24 hours
a day, 7 days per week from anywhere in the world with an Internet connection.
You simply go to a Web page and click on a button to install Assette software. |
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| A. Using the latest Microsoft SmartClient technology,
Assette Presentations integrates with Microsoft PowerPoint on users’ desktops.
Users simply click on a button on a Web page to install the SmartClient
application (a “thin” piece of software running on the PC).
Next, users select presentation templates and associate these to accounts.
Further, users can customize settings for each account – for example,
in one account you may want to display 6 performance periods while for
another account you may want to display 8 performance periods including
custom periods.
In order to generate presentations, users simply select the account and
the appropriate template. The presentation template is then populated
with up-to-date portfolio account data stored in Assette’s data warehouse.
The presentation can then be printed for use by portfolio managers, business
development executives, and client service personnel. |
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