Insights

OUR INSIGHTS

Passwords, Vitamins, and Client Reports

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

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NEWS & INSIGHTS

Assette + BNY Mellon Data Vault

A new collaboration brings together Assette technology with BNY Mellon Data Vault. Now, firms using Data Vault can add on Assetteā€™s client reporting, sales enablement, and portal capabilities.

16/08/2021