While many platforms take 6–12 months to go live (and often support only one or two content types), this client was fully automated in just 90 days—with a structure that now supports reports, presentations, and more.
A mid-sized investment firm was drowning in manual reporting workflows, relying on spreadsheets, slide decks, and constant Portfolio Manager input just to get client materials out the door. Assette replaced that fragile, multi-team process with a single automated workflow that Marketing and Client Service can run on their own. What once took days now takes a few clicks, giving teams time back and giving them control over the entire reporting cycle.
Champlain’s client communications are deeply customized. Every relationship required tailored data, layouts, and commentary. With Assette, they automated report and presentation creation and maintained full flexibility for client-specific content.
By implementing Assette, the firm integrated directly with its portfolio accounting system, reduced production time, and maintained its highly customized reporting format without disruption to clients.
Facing rising reporting demands and limited bandwidth, a lean investment team turned to Assette to eliminate a client reporting bottleneck. The result: faster turnaround, consistent data, and more time devoted to high-value client engagement.
Thank you for your interest in Assette. Please complete the information below and click “Submit“.
Please be assured that the information you provide will not be sold or given to any other party.
