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.
Assette’s software makes it easy for me to communicate complex and customized portfolio information to clients.
Chris Casey
Senior Vice President
Boston Private Wealth
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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)
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