Polen Capital has selected Assette software to automate their client reporting.

As a rapidly growing firm with more than $59B in AUM, Polen Capital understands the value of timely, accurate, and engaging client reports. With a complex array of qualitative and quantitative data sources, Polen Capital needed a way to securely integrate their data into high-impact client reports.

Polen Capital is joining the growing number of asset management firms selecting Assette to modernize their use of data in client communications. Assette software creates a single, trusted source of a firm’s quantitative and qualitative data – a marketing data warehouse for asset management. Included are powerful output tools, that automate the creation, compliance review, and delivery of client, sales, and digital communications.

Assette was built by and for asset managers. We understand the nuances of the industry because we have lived it.  See why more and more firms are adopting Assette software: