Generating client reports, presentations and data for consultants is hassle-free with easy integration
of all your data and insights.
- Your clients and their consultants receive information faster, and you dramatically slash time spent on client
reporting and preparing presentations.
- Create templates that include your insights, as well as charts and graphs showing performance, holdings and other
portfolio data; have all client material reflect your brand with consistent colors, fonts and a prepopulated table of contents.
- Generate account-level data requested by consultants; ensure consistency between data submitted
to consultants and client reporting documents.
Let us show you how easy it is to create client reports with more than just charts
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Provide rich content while eliminating manual work
Generating client reports and presentations is
simple—automatically transfer data to Assette and you
are ready to generate client material with just a
Go beyond charts and graphs and include your
perspectives on the market, rationale for overweighting
a particular sector and how the largest contributors and detractors
reflect your philosophy.
Securely email client reports directly from Assette or
publish to a secure web portal. Still mailing paper
copies of reports to clients? No problem. Assette
creates mail-ready packets so you simply print, stuff,
Customize client reports and presentations, using Microsoft PowerPoint®
Assette empowers client service staff, sparing them the
need to contact programmers to prepare customized
reports for clients—our report editor is Microsoft
Now, client service staff—the people who know clients
best—can customize reports and presentation using a tool
they already know.
It's easy to customize content for different clients and consultants and
you can even create a custom template for each client. The choice is yours.
Setting up templates is a one-time effort.
We’ve taken the work out of generating data for consultants
Complete monthly or quarterly account-level data requests by consultants and asset owners with only a few clicks.
You answer one set of questions about changes at your firm, and Assette couples this information with portfolio
data to fill out multiple data requests.
Our automated process drastically reduces manual inputs — saving you time, resources and human errors.
to learn more and see the consultants we support.
Enhance your client material and your corporate image
Improve your reports by going beyond the basics and present data using professionally
designed charts and tables covering everything from performance to characteristics.
Make your communications look professional and contemporary – no more tables with the '80s look,
too few charts and inconsistent fonts and colors. Assette lets you produce stunning reports that enhance your corporate brand.
Visit our Gallery
to see the vast array of
professional charts and tables that are ready to use, out-of-the-box.
Seamlessly integrate with your existing systems and ensure data quality
Interfaces built from the ground up for APX®
, Schwab PortfolioCenter®
, and Excel®
let you effortlessly send all of your data to Assette.
You don't need help from IT professionals.
All interfaces are pre-built into Assette’s client communications software.
You download them from the web, and you are ready to send data for thousands of accounts.
Each time you send data, Assette runs over 260
to ensure that only accurate information appears in your client material.