Assette has been helping the investment industry deliver insights since 1998. Our software makes communicating insights easy and error free.

Assette automatically pulls data from portfolio accounting, performance and analytics systems, enables you to add insights behind your investment decisions, and makes creating professional sales and client communications materials easy.

Assette is easy to setup. There's no need to disrupt or replace your existing systems – we layer on top of what you already use.

Assette applications are cloud-based and available 24/7 to your staff and clients.

Your data is safe with Assette. All applications run on a secure, SOC 2-certified cloud platform and we employ multiple layers of security to safeguard your data.

Assette is headquartered in Boston, Massachusetts, and is dedicated to providing high-quality software, backed by the best client service in the industry.