Successful asset managers do more than report numbers;
they convey insights behind the numbers.
Assette makes communicating insights
easy and error free.
Assette enables institutional asset managers
to generate all their sales and client communications
from a unified software system.
Clients who trust us:
Assette’s software has allowed us to keep our staffing levels the same, and spend more time with clients. Assette makes us more scalable and allows us to focus more on proactive client service – especially important in these difficult markets.
Barry James
President & CEO
James Investment Research Inc.
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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)