Assette enables institutional asset managers to build trust with clients and consultants.
- Easily share insights behind your investment results.
- Focus on enhancing relationships instead of mundane work.
- Communicate accurate, timely and customized information with no human error.
We’re a relatively small firm, and it’s vital that we remain efficient as we grow. Assette has provided that efficiency by seamlessly integrating with our Advent APX accounting platform and
delivering high quality, professional looking client reports.
First Vice President
James Investment Research Inc.