Assette’s software makes it easy to integrate data and create sales and client presentations, portfolio statements and provide online account access.
With built-in connectors to systems such as Advent and FactSet, providing customized, error free information to clients takes only a few clicks of a mouse. By increasing efficiency and scalability, Assette’s products enable marketing and client service staff to focus on developing new business and proactively serving clients, instead of on mundane report preparation.
Assette’s products include:
Assette Presentations™easily create customized sales and client meeting presentations in PowerPoint format.
Assette Statements™easily create and electronically deliver customized PDF account statements sent on a monthly or quarterly basis.
Assette Portfolio
Access™provide a secure, easy-to-use web portal so your clients can readily access customized account information and other important data.
Assette EasyReports™a streamlined version of Assette Presentations and Assette Statements for investments advisors with less than $1 billion in assets under management.
Assette EasyAccess™a streamlined version of Assette Portfolio Access for investments advisors with less than $1 billion in assets under management.
Assette’s software is fully hosted, delivered over the Internet, and backed by superior client service. With Assette, there is no need to worry about the effort, cost, and risk associated with installing, customizing, and maintaining new software on your network.
Leveraging a common data warehouse, Assette Presentations™, Assette Statements™, and Assette Portfolio Access™ or Assette EasyReports™ and Assette EasyAccess™ can be implemented individually or collectively.
