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’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.