Engage Clients On-Demand with a Client Portal
Increase convenience, transparency and trust with 24×7 access to data and documents.
Always-on client service
Provide access to interactive dashboards, factsheets, portfolio insights, and raw data—all designed to strengthen engagement and transparency.
Curate a personalized experience
Tailor your client portal to needs of different audiences. Whether it’s a trustee or a financial advisor, your marketing and client service teams create dashboards that best fit their expectations—no coding required.
Seamless integration with content production
The client portal is fully integrated with Assette’s other modules that produce content. Once you approve and publish client reports, factsheets or data docs, they appear instantly on the portal.
Reuse data components
Use the same data components behind your sales and client content to drive dashboards in your portal. No more doing data work in different systems.
Friction-free, secure access
In Assette, you manage disclosures in a central library and updates are automatically reflected in all your content. No more error prone manual updates.
Give sales and client
service instant access
to answers.
No more scrambling for data. Get AI-powered insights and pull the same trusted data used for content—so you can respond faster with confidence.
Make approvals
effortless.
Stream live data from your source systems – no duplication, no lag, no stale numbers.
Scale with simplicity
and consistency.
Create once, use everywhere. Reuse data and design components so every piece of content stays accurate, polished, and on-brand at any scale.