Insights

OUR INSIGHTS

Three Tips: Implementation of asset management software

Our head of implementation services shares his tips for a successful implementation process.

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NEWS & INSIGHTS

Welcome Cordell Williams

Say hello to the newest member of the Assette team.

23/08/2022

NEWS & INSIGHTS

A Colorful New Partnership

We've just selected a design partner of choice. Get all the details!

13/07/2022

OUR INSIGHTS

Passwords, Vitamins, and Client Reports

Passwords, vitamins and client reports? Discover how Assette's Jeff Kenney believes they are related.

23/05/2022

OUR INSIGHTS

The Return to In-Person Events

Tips we learned from our first in-person events in 2+ years.

06/04/2022

INDUSTRY INSIGHTS

Communicating with Clients in Times of Uncertainty

In times of uncertainty is it better to communicate or stay quiet? We shared our thoughts along with a few tips.

25/03/2022

OUR INSIGHTS

Top Podcasts for Asset Managers

Grab your earbuds and get ready to plug into some of the best content for asset managers on the internet. Here are our picks for favorite podcasts.

17/02/2022

OUR INSIGHTS

Much Ado About Nothing?

Does the choice of day count method materially affect the return annualization outcome? See what we discovered.

25/01/2022

Automate your DDQs with Assette

Tired of searching for answers to countless DDQs? Assette automates the completion of your DDQs with the same trusted data you use in your client reports and sales communications.

04/11/2021

OUR INSIGHTS

An Introduction to Assette

Curious about what exact Assette does? Read on!

25/08/2021

INDUSTRY INSIGHTS

SELECT * FROM ClientPresenations WHERE Solution = ‘No Code’

The no-code movement is popular in the IT world. But can it be applied to the asset management industry? Assette's Corey MacDonald shares his perspective.

12/08/2021