"Using Assette has allowed us to reallocate our time away from producing client reports and put more focus on how we can add value to our clients. They made onboarding easy, and are always prompt and ready with solutions when we have questions. I can’t say enough about how easy it’s been."

Kasey Williams
CCO; Team Leader of Client Service
Strategic Financial Services
"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
Managing Member
Aequitas Investment Advisors
"Assette lets us provide customized reports to our clients in a timely manner. Client reports can be generated quickly, but most importantly they maintain our standard of clearly communicating the investment process and results."

Mandy Scipione
Director of Client Service and Partner
Siharum Advisors
"Assette’s software has further helped us automate our process of providing customized, consistently branded presentations and reports to our clients. We have received very positive feedback from our clients regarding the new report packages they receive."

James D. Henderson
Executive Vice President
Boston Private Wealth
"Assette Presentations is extremely easy to use. If you know PowerPoint, you can be fully productive with Assette in a matter of hours."

Karen Eames
Vice President
Boston Private Wealth
"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
"Assette worked with us to customize our reports to our clients needs. Their attention to detail and ability to meet our expectations made them a pleasure to work with while we began the initial setup of the process. We have seen no comparable product available at such a competitive price structure."

Spencer Henderson
Client Service and Research Associate
Aequitas Investment Advisors
"Assette Presentations has helped us maintain our ability to customize reports to specific client needs while increasing scalability in our client service and marketing areas. We can now produce presentations and reports within minutes."

Bill Oberlies
Vice President
Boston Private Wealth
"Assette’s strong data center and security controls made us feel comfortable with their fully hosted technology environment and that our confidential client data is fully protected."

Bill Kane
Senior Vice President
Boston Private Wealth
"Assette’s software makes it easy for me to communicate complex and customized portfolio information to clients."

Chris Casey
Senior Vice President
Boston Private Wealth
"In the past, it had taken us more than an hour to create a client meeting presentation. With Assette, customized client reporting books can be prepared in just minutes – an incredibly valuable tool especially for those last minute, unscheduled meetings that previously had us scrambling."

Annette Quinter
Operations Associate
James Investment Research Inc.
"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."

Barbara Cummings
Senior Vice President
Boston Private Wealth
"Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production."

Mary E. Michel
Partner/Client Service
Champlain Investment Partners
"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.
"Assette allows us to focus on serving our clients instead of spending time on manual work. The implementation of Assette went smoothly with the process taking about six weeks. Assette’s client service was excellent during the process."

Karen Agnew
Senior Vice President and Director of Marketing
Granahan Investment Management
"Assette makes us scalable. By utilizing Assette EasyReports, we have improved our client communications and enhanced the client service experience."

Bala Cumaresan
CEO and Partner
Siharum Advisors
"Assette’s software has allowed us to keep our staffing levels the same, and spend more time with clients. Assette makes us more scalable and allows us to focus more on proactive client service – especially important in these difficult markets."

Barry James
President & CEO
James Investment Research Inc.
"From the first time I used Assette I could see how much more efficient it would make us. We now complete our client reporting in days instead of the 2-3 weeks it took us before Assette."

Andrew Salcetti
Client Associate
Siharum Advisors
"Assette makes it easy for Marketing to provide customized reports to our clients."

Brian Sullivan
Vice President of Institutional Client Service
Waddell & Reed Asset Management Group
"As the firm’s Chief Compliance Officer, I’m always concerned with consistency and quality control—CCOs do not like surprises. With Assette, there are no surprises."

Wendy N. Nunez
Partner/Chief Compliance Officer
Champlain Investment Partners
"Assette cut the time and resources needed to generate reports. Also, whenever we have questions, Assette’s client service is very responsive."

Meredith Leonard
Client Service Analyst
Waddell & Reed Asset Management Group
"Assette is very reasonable to work with. Onboarding was easy, and their client service is very responsive. They’re on top of every email and inquiry. We’re very pleased with our decision to automate our client reporting process with Assette."

Fernando Villegas, Partner and Director of Trading
CASE STUDY
The challenge was to find a full-service vendor who could automate the last mile of their reporting process and deliver customized report templates ...
"Using Assette has allowed us to reallocate our time away from producing client reports and put more focus on how we can add value to our clients. They are always prompt and ready with solutions when we have questions. I can’t say enough about how easy it’s been."

Kasey Williams, CCO; Team Leader of Client Service
CASE STUDY
After streamlining their investment operations with Advent’s Axys Portfolio Management System, Strategic had a last-mile problem ...
"Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production."

Mary E. Michel, Partner/Client Service
CASE STUDY
Champlain’s personalized client service helps them develop enduring client relationships. Their client communications reflect this approach: highly detailed ...
"Assette makes it easy for Marketing to provide customized reports to our clients."



Brian Sullivan
, Vice President of Institutional Client Service
CASE STUDY
With Assette, Waddell’s institutional marketing department is able to integrate more analytics into client reports and deliver them more quickly to clients ...
"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."

Babara Cummings, Senior Vice President
CASE STUDY
In the fall of 2004, the Investment Management & Trust Group within Boston Private Bank decided to streamline its process of creating client presentations ...
"Assette's software has allowed us to keep our staffing levels the same, and spend more time with clients. Assette makes us more scalable and allows us to focus more on proactive client service – especially important in these difficult markets."

Barry James, President & CEO
CASE STUDY
James is a growing investment advisor with about $2 billion in assets under management and a goal to reach $5 billion. But that growth has ...
"Assette makes us scalable. By utilizing Assette EasyReports, we have improved our client communications and enhanced the client service experience."

Bala Cumaresan, CEO and Partner
CASE STUDY
In a small period of time Siharum has amassed a large number of assets under management, especially for a firm with only five full-time employees and one ...
"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
CASE STUDY
Aequitas is a firm with a small staff – five people – but a hefty work load. With 120 clients, more than 550 accounts and about $320 million in assets under ...
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