Assette enables institutional asset managers to easily communicate investment results to clients and consultants.
- Automatically integrate data from multiple sources.
- Effortlessly create professional sales and client documents.
- Reduce operational, regulatory and reputational risks.
Assette cut the time and resources needed to generate reports. Also, whenever we have questions, Assette’s client service is very responsive.
Client Service Analyst
Waddell & Reed Asset Management Group