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
Partner/Client Service
Champlain Investment Partners
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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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