Products
 
Assette’s software makes it easy to integrate data and create presentations and client reports at asset management firms.  With built-in connectors to systems such as Advent and FactSet, creating presentations and preparing client reports takes only a few clicks of a mouse. By increasing efficiency and scalability, Assette’s products enable marketing, sales, and client service staff to focus on what they do best – develop new business and proactively serve clients.
 

Assette’s data integration, presentation and client reporting products include:

 
  • Assette Presentations™ easily create customized sales and client meeting presentations used for institutional and private clients.
  • Assette Statements™ easily create and electronically deliver customized 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 portfolio information and other important account data.

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 can be implemented individually or collectively.

 
 
 
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