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 worked with us to customize our reports to our clients needs. Their attention to detail and ability to meet our expectations made them a pleasure to work with while we began the initial setup of the process. We have seen no comparable product available at such a competitive price structure.
Spencer Henderson
Client Service and Research Associate
Aequitas Investment Advisors
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)