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Our take on the industry, our company, and software.
We are thrilled to introduce our new Director of Product Solutions, Shalini Kurukulasuriya, CFA.
Assette has eliminated the need for manual updates of reports and presentations and is introducing a no-code approach to creating client and sales communications.
Assette was founded around a simple idea, a portal for institutional asset management. Hear how it all began!
Polen Capital has selected Assette software for their client reporting needs.
Learn about Brian's virtual road trip and how you can be a part of it.
2021 trends for asset managers. Part 3 discusses changing culture and competitive advantages.
2021 trends for asset managers. Part 2 is all about opportunities
2021 trends for asset managers. Part 1 focuses on Challenges.
Client reporting and sales communications are fundamental tasks for any asset management firm.
Your firm, clients, and investment philosophy aren’t old school, and your approach to data shouldn’t be either.
Find out what makes Assette different from other solutions.
Do you know where your data is hiding? Wherever it is, it should be working for you, not overworking.