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.
Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production.
Mary E. Michel
Champlain Investment Partners