Streamline the way you produce client reports
Generating client reports and presentations is simple—automatically transfer data to Assette and you are ready to generate client material with just a few clicks.

Go beyond charts and graphs, and include your perspectives on the market, rationale for overweighting a particular sector and how the largest contributors and detractors reflect your philosophy.

Email client reports directly from Assette or publish to a secure web portal.
We’ve taken the work out of filling out questionnaires
Complete monthly or quarterly consultant and client questionnaires with only a few clicks.

You only answer one set of questions about changes at your firm. Assette couples this information with quantitative data to fill out multiple questionnaires.

Our automated process drastically reduces manual inputs—saving you time, resources and human errors.
Stunning client reports and presentations using Microsoft PowerPoint®
Assette empowers client service staff, sparing them the need to contact programmers to prepare customized reports for clients—our report editor is Microsoft PowerPoint®.

Now, client service staff—the people who know clients best—can customize reports and presentations using a tool they already know.

It's easy to customize content for different clients and consultants, and you can even create a custom template for each client. The choice is yours. Setting up templates is a one-time effort.
Built with compliance in mind
Never omit a regulatory disclosure again. Our automated controls prevent publication of reports and presentations that don’t include required disclosures.

Compliance is always in the loop. Built-in safeguards prevent publication of client materials without compliance approvals.

All review notes are tracked and preserved for future reference and documentation.