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.
For several years, we had been looking for ways to incorporate several sources of quarterly
performance information into a single customized report for our clients. By working with
Assette, we were finally able to generate our reports in a streamlined, accurate and efficient
manner. We are very pleased with the result as are our clients.
Warner A. Henderson
Aequitas Investment Advisors