"Assette, working closely with SPT, was able to support extracting our high volume of account data. We now push data from PortfolioCenter to Assette and create professional client reports in an efficient manner."

Scott Cross
Chief Operating Officer
HBK Sorce Financial
"Assette’s software will free up a substantial amount of time for our staff. This time can be re-allocated to proactive client service and business development initiatives."

James Gould
Alesco Advisors
"Assette allows us to focus on serving our clients instead of spending time on manual work. The implementation of Assette went smoothly with the process taking about six weeks. Assette’s client service was excellent during the process."

Karen Agnew
Senior Vice President and Director of Marketing
Granahan Investment Management
"In the end, we came back to Assette as they demonstrated a clear understanding of our needs and an ability to solve our issues through their technology. Now we have the best of both worlds – a great reporting application integrated with a great accounting system. Furthermore, it was easy and painless to get started with Assette."

Ryan Collier
Senior Portfolio Manager
Bedel Financial Consulting
"Partnering with Assette allows us to not only improve our client reporting but also helps us enhance the overall level of client service we provide investors."

James Gould
Alesco Advisors
"Before Assette, it took us nearly 3 weeks after each month-end to produce and deliver reports. Now, with Assette, we expect to be finished in no later than 10 days."

Julie O’Connor
Hardman Johnston Global Advisors

27 Mar 2020

Hardman Johnston Goes Live with Assette for Automated Client Reporting

Assette is pleased to announce that Stamford, CT-based equity manager Hardman Johnston Global Advisors is now using Assette to produce and deliver client reports to institutional investors.

14 Feb 2020

SMA Manager Modernizes Tech to Improve Outreach, Efficiency

Thusith Mahanama, Assette’s CEO, discusses why digital communication is especially important in times of poor investment performance and outflows in this FundFire article.

(Subscription to FundFire required to view article).

4 Sep 2019

Assette Brings Automation to Sales & Client Communications

Thusith Mahanama, Assette’s CEO, discusses the benefits of sales enablement and client reporting automation for investment managers in this Emerging Manager Monthly article.

(Subscription to Emerging Manager Monthly required to view article).

24 Jul 2019

RBC GAM Revamps Distribution Tactics to Boost ESG Biz

Thusith Mahanama, Assette’s CEO, discusses the importance of data accuracy plus tech if firms want to win smaller mandates in this FundFire article.

(Subscription to FundFire required to view article).

30 Nov 2018

Data Fever Spreads to Managers' Sales Departments

Thusith Mahanama, Assette’s CEO, discusses data analysis for institutional sales and marketing in this FundFire article.

(Subscription to FundFire required to view article).

28 Mar 2018

Managers Supercharge Sales Process By Tapping Client Data

Thusith Mahanama, Assette’s CEO, discusses the benefits of utilizing a single pool of data to better communicate investment decisions to institutional clients and consultants in this FundFire article.

(Subscription to FundFire required to view article).

22 Jan 2018

Tech Giants Could Easily be Next Money Managers

Thusith Mahanama, Assette’s CEO, discusses the possibility that technology companies such as Alphabet Inc., Apple Inc. and Amazon.com Inc. enter the money management space.

13 Dec 2017

Assette and Eagle Investment Systems form strategic alliance.

This partnership will provide an automated, integrated client reporting and marketing material capability to Eagle clients.

23 Oct 2017

Mercer Modernizes Manager Database as Platform Importance Grows

Thusith Mahanama, Assette’s CEO, discusses the growing importance and complexity of manager databases in this FundFire article.

(Subscription to FundFire required to view article).

27 Jun 2017

eVestment and Assette Partner to Offer Fully Automated Data Input Solution for eVestment Omni

Through this relationship, eVestment Omni users can now use Assette to automatically generate the data files required for upload to Omni. Assette’s software eliminates manually gathering data and creating the Excel spreadsheets for input to Omni…

10 May 2017

CFA Society Boston FinTech Conference

Assette's CEO Thusith Mahanama discussed how FinTech can reduce operational and regulatory risks. He was joined by David Blaszkowsky, MD of Financial Semantics and Dmitry Chesnokov, Assistant Director - Supervisory Attorney and Senior Technology Officer for the US SEC's Office of Compliance Inspections and Examinations.

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.

By fully automating processes that take data from Advent APX directly into a secure, state-of-the-art client portal…

26 Jan 2017

Investment Philosophy and Manager Evaluation, Again
by John R. Minahan and Thusith I. Mahanama

Investing involves making decisions about a future that is sufficiently uncertain that we are never quite sure if we are making the best decision.

(May require subscription to JOI to view full article).

16 May 2016

Trust, but verify due diligence on long-only equity strategies, consultants say

Article featuring comments by Thusith Mahanama, Assette’s CEO, on operational due diligence in equity investment strategies was published by Pensions & Investments.

(May require subscription to P&I to view full article).

19 Jan 2016

Advertising & Marketing: Best Practices to Tackle This Perennial Challenge and Avoid Compliance Missteps

Hear critical do’s and don’ts to keep your firm on the right side of Commission advertising rules (and its many no-action letters) by registering for IA Watch’s January 26 webinar.

Click below to learn more and register.

4 Jan 2016

How to Minimize Errors in Investment Management Marketing Material
By Amy Jones, CIPM, Guardian Performance Solutions LLC, and Richard Kerr, K&L Gates LLP

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…