Assette is a proven cloud-based solution used by industry leaders such as SEI, Waddell & Reed and Boston Private Wealth.
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 such as SEI, Boston Private Wealth, and Waddell & Reed Asset Management. 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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