Technical Overview
 
Assette Statements is an on-demand application that is hosted in Assette’s secure data center. Using the latest Microsoft Smart Client technology, Assette Statements integrates with Microsoft PowerPoint allowing you to easily create and customize statements using PowerPoint. Assette Statements securely communicates with Assette’s servers through XML web services. By connecting your computer to Assette’s data center, Assette Presentations enables you to include current, accurate information in every statement.
 
Assette Statements includes connectors that extract data from your portfolio accounting and performance attribution systems, as well as from market data providers and analyst databases. A software agent transfers extracted data securely over the Internet to Assette’s data center, where Assette’s sophisticated ETL (extract, transform, load) engine warehouses the data for use in your statements. As it transforms, the system normalizes and validates raw data—eliminating manual tasks for your staff. Assette Statements quickly pulls data from this warehouse, populating statement templates in minutes.
 
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