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:
Previously the preparation of our quarterly reports involved sorting, collating, stapling and extra printing plus the time to double check the accuracy of each packet. Now the process is streamlined, with packets assembled in minutes and accuracy assured.
Nancy Bryan
Investment Planner
Aequitas Investment Advisors
OUR PARTNERS
  View All Partners
VISIT OUR GALLERY
  Visit Gallery
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)
ABOUT SOFTWARE TECHNOLOGY CLIENTS CONTACT CONNECT
The Assette Story Assette for Sales Onboarding Case Studies sales@assette.com
Why Assette? Assette for Clients Data Interfaces   ClientService@assette.com
Expert Network Assette for Web Data Checks WHITE PAPERS 617.723.6161
Contact Data Requirements   4 Faneuil Hall, 4th Floor
PARTNERS Security NEWS Boston, MA 02109