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Introducing Smart Docs
Assette has eliminated the need for manual updates of reports and presentations and is introducing a no-code approach to creating client and sales communications.
Polen Capital has selected Assette software for their client reporting needs.
Assette, a provider of sales enablement and client reporting software for the asset management industry, today unveiled new Smart Doc capabilities.
Learn about Brian's virtual road trip and how you can be a part of it.
2021 trends for asset managers. Part 3 discusses changing culture and competitive advantages.
2021 trends for asset managers. Part 2 is all about opportunities
2021 trends for asset managers. Part 1 focuses on Challenges.
Client reporting and sales communications are fundamental tasks for any asset management firm.
Your firm, clients, and investment philosophy aren’t old school, and your approach to data shouldn’t be either.
eVestment and Assette are partnering on asset management data integration.
Client Report design tips to help you make a strong first impression with prospective clients.
Learn how Hardman Johnston realizes a 90% efficiency gain with Assette software.
What should a good sales enablement and client reporting system do for your firm?
eVestment, an institutional investment data and analytics provider, and Assette, a sales and client communication software firm, have teamed up to help asset managers integrate peer performance, key professional ...
Hear Assette's Brian Duddy discuss the new partnership with eVestment on the Source Podcast
Stamford, CT-based equity manager Hardman Johnston Global Advisors is using Assette to produce and deliver client reports.
Learn how Fuller & Thaler Asset Management is using Assette software to automate their client reporting.
The basics of cyber security for asset management professionals.
How do you outperform a passive alternative most of the time?
Tips for virtual/WFH sales enablement and client reporting.
Your firm’s marketing presentations and client reports shape impressions each time they are reviewed. Let's explore how typography can help asset managers produce engaging reports.
Your firm’s marketing presentations and client reports shape impressions each time they are reviewed. Let's xplore how the use of color can help asset managers produce engaging reports.
Your firm’s marketing presentations and client reports shape impressions each time they are reviewed. Learn how to organize and format information to produce engaging reports.
How automation in asset management software can minimize operational, regulatory and reputational risks in investment management marketing.
Why effective presentations and client reports are an integral part of a proactive client service strategy.
In a time when face-to-face meetings are nearly impossible, CEO Thusith Mahanama discusses how Assette can help ...
(A subscription to Fundfire is required to view this article).
eVestment and Assette,have teamed up to help asset managers integratepeer performance, key professional, fees and other data seamlessly into client and sales communications
Naissance Partner's Anu Heda speaks to FundFire on the Assette + eVestment partnership.
(This article requires a subscription to Fundfire)
Thusith Mahanama, Assette’s CEO, discusses why digital communication is especially important in times of poor investment ...
(Subscription to FundFire required to view article)
Meet Kathleen Williamson, Assette's head of client services.
Thusith Mahanama, Assette’s CEO, discusses the benefits of sales enablement and client reporting automation for investment managers ...
(Subscription to Emerging Manager Monthly required to view article).
Thusith Mahanama, Assette’s CEO, discusses the benefits of utilizing a single pool of data to better communicate investment decisions ...
(Subscription to FundFire required to view article).
Thusith Mahanama, discusses data analysis for institutional sales and marketing .
Thusith Mahanama, Assette’s CEO, discusses the importance of data accuracy plus tech if firms want to win smaller mandates ...
Thusith Mahanama, Assette’s CEO, discusses the possibility that technology companies such as Alphabet Inc., Apple Inc. and Amazon.com Inc. enter the money management space.
This partnership will provide an automated, integrated client reporting and marketing material capability to Eagle clients.
Do you know where your data is hiding? Wherever it is, it should be working for you, not overworking.
Find out what makes Assette different from other solutions.