Assette for Clients
Client reports, client meeting books and DDQs.
  • Dramatically slash time you spend preparing client reports and DDQs; spend more time on content that demonstrates how you add value to clients.
  • Delight clients and consultants by communicating the thinking behind your investment decisions.
  • Reflect your brand message across all client materials with consistent colors, fonts and easy-to-read content.
Let us show you how easy it is to create professional client materials that convey your insights.
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Provide detailed content while eliminating manual work
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 DDQs
Complete monthly or quarterly DDQs sent by consultants and clients with only a few clicks.

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

Our automated process drastically reduces manual inputs—saving you time, resources and human errors.

Click here to learn more and see the consultants we support.
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.

Click here to learn more about how we support compliance.
Seamlessly integrate with your existing systems and ensure data quality
Pre-built interfaces to leading systems such as Eagle®, Fiserv®, APX®, Axys® and FactSet® let you effortlessly send all of your data to Assette.

Each time you send data, Assette runs over 260 checks to ensure that only accurate information appears in your client material.

You send data once for all Assette applications. This data, coupled with your qualitative inputs, form one information hub to power all your sales, client and digital communications.