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