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.
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.