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.
Meredith Leonard
Client Service Analyst
Waddell & Reed Asset Management Group
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Overview of challenges faced by institutional investment managers in communicating the value of active management and how Assette simplifies creating sales pitch books, client reports and client portals.Interfaces to APX�, Axys�, Schwab PortfolioCenter�, FactSet�, BondEdge� and Excel�. Quickly create presentations and reports, using Microsoft PowerPoint�, to communicate the value you add to clients and consultants.
Assette Overview (2:42)
OUR SOLUTIONS
  • Software to easily produce sales and client materials.
  • Consulting to tell a better story and appear professional.
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