Assette for Sales
A fully automated way to create fact sheets, pitch books and data for eVestment Omni.
  • Focus on content and message delivery; not on mundane production work.
  • Eliminate human error by automatically integrating data from multiple sources.
  • Gain a competitive edge by delivering information faster to manager databases.

  Assette for Clients
A streamlined way to generate client reports and meeting books, and fill out DDQs.
  • Make quarter-ends stress-free by generating and delivering client materials with just a few clicks.
  • Add value by taking client communications beyond basic holdings and performance.
  • Ensure the timely, accurate DDQ updates consultants and clients expect.
  Assette for Web
The easiest way to keep clients and consultants continuously updated.
  • Increase transparency by providing secure online access to portfolio information.
  • Showcase operational excellence with daily visibility into portfolios.
  • Free up time for proactive client service by enabling clients and consultants to self-answer routine questions.

Visit the Gallery to see examples of work we have done for leading investment management firms. See for yourself how other firms are delivering insights and communicating the value of active management.