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.
For several years, we had been looking for ways to incorporate several sources of quarterly performance information into a single customized report for our clients. By working with Assette, we were finally able to generate our reports in a streamlined, accurate and efficient manner. We are very pleased with the result as are our clients.
Warner A. Henderson
Managing Member
Aequitas Investment Advisors
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)
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