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.
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
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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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