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 Presentations allows us to more efficiently produce the professional quality reports our clients have come to expect on a consistent basis. Whether for High Net Worth Individuals or Institutional Investment Committees, the flexibility of these reports is truly impressive.
Senior Vice President
Boston Private Wealth