Assette’s cloud-based data repository and reporting software enables institutional investment managers to easily automate sales and client communications. With pre-built interfaces to your existing systems, you’ll be up and running with Assette in just a few days.


We stand behind our software. We promise to delight you through setup and beyond. If you’re not happy, cancel within 90-days of setup – there are no penalties, obligations or fine print. It’s that simple!
  Assette for Sales
A fully automated way to create sales presentations and fact sheets, and prepare data for manager databases.
  • Win new business by presenting customized content selected from your own library of slides.
  • Instill confidence in prospective clients and consultants by articulating the reasons behind your investment decisions.
  • Easily generate comprehensive data for manager databases.

  Assette for Clients
A streamlined way to generate insightful client reports, presentations and account-level data for consultants.
  • Increase client trust by taking your client reports and presentations beyond basic portfolio values and performance, and showing how investment results reflect your philosophy and process.
  • Make quarter-ends stress-free by automatically generating and electronically delivering client reports.
  • Easily generate account-level data for consultants—eliminate manual work, data rekeying and resulting errors.
  Assette for Web
The easiest way to keep clients and consultants continuously updated.
  • Increase transparency and client trust by providing secure online access to portfolio information.
  • Showcase operational excellence with daily visibility into portfolios—a step that will facilitate operational due diligence by prospective clients and consultants.
  • Free up time for proactive client service by making it easy for 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.
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