| Assette Statements is a software-as-a-service (SaaS) application that is hosted in Assette’s secure data center. Assette Statements securely communicates with Assette’s servers through XML web services. Initially, using a web browser, you install a “thin client” on your computer. After that, you start the application just like any other software, and at start-up, Assette Statements automatically checks for updates and installs the latest version so you always have the newest software at your fingertips. Assette Statements can be installed on any computer with Internet access - making it easy for you to generate client reports whether you are in the office, on the road or at home.
Assette Statements uses familiar Microsoft PowerPoint® as the report writer, allowing business users to easily create, edit and customize report templates.
Assette Statements includes “Connectors” that let you automatically extract and securely push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) and Schwab PortfolioCenter®. In addition, characteristics and attribution data can be loaded from FactSet® and BondEdge®. With the ability to process Excel® files, loading any custom data is easy. |
