Inst'l Sales Platform Assette Integrates eVestment Data
29 Jun 2020
Naissance Partner's Anu Heda speaks to FundFire on the Assette + eVestment partnership.
"So, this type of integration will be very helpful to getting a different data pipe, which has so much rich, valuable competitive data.”
(This article requires a subscription to Fundfire)
The Source Podcast: Bringing better data integration to asset management firms
27 Aug 2020
“As we all know, eVestment is the gold standard when it comes to data. Assette is leading the way in unified communications platforms. There are other providers that do sales and client communications, but we’re trying to look at more of a unified data approach here.”
eVestment and Assette partner to provide data integration to asset management firms
29 Jun 2020
eVestment, an institutional investment data and analytics provider, and Assette, a sales and client communication software firm, have teamed up to help asset managers integrate peer performance, key professional, fees and other data seamlessly into client and sales communication
How to Minimize Errors in Investment Management Marketing Material By Amy Jones, CIPM, Guardian Performance Solutions LLC, and Richard Kerr, K&L Gates LLP
04 Jan 2016
The investment management industry has automated almost every aspect of its operations over the last several decades. However, when it comes to pulling together data from different parts of the organization…
Canadian Manager Jarislowsky, Fraser Hires Assette for Multi-Lingual Client Portal
31 Mar 2017
Assette is pleased to announce that Jarislowsky, Fraser Limited, a leading Montreal-based global investment manager, has engaged Assette to provide its clients with enhanced online portfolio information and customized reporting.
Fernando Villegas, Partner and Director of Trading
Assette is very reasonable to work with. Onboarding was easy, and their client service is very responsive. They’re on top of every email and inquiry. We’re very pleased with our decision to automate our client reporting process with Assette
The challenge was to find a full-service vendor who could automate the last mile of their reporting process and deliver customized report templates ...
Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production.
Champlain’s personalized client service helps them develop enduring client relationships. Their client communications reflect this approach: highly detailed ...
Assette's software has allowed us to keep our staffing levels the same, and spend more time with clients. Assette makes us more scalable and allows us to focus more on proactive client service – especially important in these difficult markets.
James is a growing investment advisor with about $2 billion in assets under management and a goal to reach $5 billion. But that growth has ...