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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®.
- Automatically collate reports including client letters and commentary.
- Generate data-rich, professional quarterly reports with just a few mouse clicks.
- Review client report packages online and deliver via email, web portal or outsource fulfillment to Assette.
- Accurately reflect your professionalism, corporate brand and legal disclosure requirements.
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| At most investment firms, creating, collating and delivering quarterly reports is a struggle. |
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| The quarterly reports typically consist of antiquated-looking reports from the accounting system, perhaps additional content from analytics systems, commentary and client letters. The resulting report package has no consistency in font, colors or overall look-and-feel – not the professional image you want to convey to clients. It is often necessary to “hijack the conference room” at the end of each quarter to collate, review, stuff, and mail quarterly reports. All in all, the process is time-consuming, manual, and error prone. |
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| Regardless of the complexity and difficulty associated with the preparing of quarterly reports, your clients are demanding more customized information delivered faster. These clients deserve effective, professional, and timely communication regarding their investment portfolios. |
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| Assette Statements lets you push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, augment with data from FactSet®, BondEdge® and Excel®, and easily generate, collate and deliver professional quarterly reports. |
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| Stop wasting time manually creating, collating and delivering quarterly reports. Spend time serving clients. Contact Assette today to see a live demo. |
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