About Assette
Products
Technology
Clients
News & Events
White Papers
Assette Statements
Assette Presentations
Assette Portfolio Access
Assette EasyReports
   
   
  Products
   
COMPARE PRODUCTS
FREQUENTLY ASKED
QUESTIONS
SIGN UP FOR MAILING LIST
 
Understanding clients’ investment goals and clearly communicating how you help them achieve these goals adds value and enhances relationships – running and printing reports, cleaning data, and preparing report packages does not.
 
Assette makes client reporting easy. Assette allows you to focus on serving clients instead of on mundane reporting work.
 

Push data to Assette from Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, and augment with information from FactSet®, BondEdge® or Excel® to easily generate professional quarterly reports, client meeting presentations, and provide online account access. With Assette, providing professional client reports takes only a few clicks of a mouse.
 

Assette’s products include:
 
  • Assette Statements™ - fully customizable application that enables you to easily create, collate and deliver professional quarterly reports in PDF format.
  • Assette Presentations™ - fully customizable application that lets you easily create professional client meeting presentations in PowerPoint format.
  • Assette Portfolio Access™ - fully customizable web portal that enables you to increase convenience and transparency to clients.
  • Assette EasyReports™ - pre-packaged application and report templates that lets you easily produce, collate and deliver professional client reports in PDF format.
Assette’s software is fully hosted, delivered over the Internet, and backed by superior client service.
 
 
 
   
   
 
© 2011 Assette
Contact Assette Join Assette on Facebook Follow Assette on Twitter