Insights

CLIENT INSIGHTS

Ariel Investments Automates with Assette

Ariel Investments is automating their client reporting and sales materials with Assette software.

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OUR INSIGHTS

Assette + Your Data Platform

Your data platform and Assette are a powerful combination.

27/04/2023

NEWS & INSIGHTS

Meet the Assette Modules

Did you know Assette has 8 content modules that give you the flexibility to select the solutions and capabilities that are right for your firm.

24/03/2023

OUR INSIGHTS

Three Tips: Implementation of asset management software

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

01/08/2022

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

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

NEWS & INSIGHTS

Forbes: Entrepreneurial Persistence and Surviving the Unknown

Forbes:Assette CEO Thusith Mahanama shares with Forbes how he leads in times of uncertainty, the power of being comfortable with the unknown and the importance of entrepreneurial persistence.

03/02/2022

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.

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

INDUSTRY INSIGHTS

Five Tips: Report Design and Standing out Without Face-to-face time.

Client Report design tips to help you make a strong first impression with prospective clients.

22/05/2020