Assette is a proven cloud-based solution used by industry leaders such as SEI and Ivy Investment Management Co.
Technology

Investment manager software should increase efficiency so you can devote more time to serving your clients. This is the underlying philosophy of Assette’s cloud-based model, which eliminates the need to maintain software and hardware.

Security is also a top priority. Assette builds its sales and client communications software on enterprise-class technology and data centers. Assette’s security meets the standards of large, publicly traded investment management firms. Assette continually optimizes application code and manages security and backups—letting you focus on managing investments.

With over 15 years of experience in cloud-based applications for investment management firms, Assette offers the most robust platform to automate sales and client communications.
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