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.

Pitch books, fact sheets and data for manager databases to win business

Client reports, review books and DDQs to strengthen relationships

Web-based portfolio information to increase trust

SEE OUR PRODUCTS
Clients who trust us:
We’re a relatively small firm, and it’s vital that we remain efficient as we grow. Assette has provided that efficiency by seamlessly integrating with our Advent APX accounting platform and delivering high quality, professional looking client reports.
Brian Culpepper
First Vice President
James Investment Research Inc.
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WATCH OUR VIDEO
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)
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