How Champlain Investment Partners automated report production with Assette while maintaining their high-touch client experience.
Champlain implemented Assette to automate report and presentation creation using data directly from their accounting and attribution systems.
The firm maintained full flexibility for client-specific content while eliminating repetitive manual work.
Champlain’s client communications are deeply customized. Every relationship required tailored data, layouts, and commentary.
The team relied on manual assembly in PowerPoint and Word — an approach that was time-consuming, error-prone, and inconsistent.
“Assette software is extremely flexible… we can continue to deliver customized client reports and presentations. The whole process is more efficient and frees us up to focus on quality, not production.
Champlain Investment Partners
Partner/client Service
With Assette templates, Champlain standardized the look, structure, and disclosures of all materials.
The Compliance team gained confidence that every report would meet internal and regulatory expectations.
“As CCO I’m always concerned with consistency and quality control—CCOs do not like surprises. With Assette, there are no surprises.
Champlain Investment Partners
Partner/chief Compliance Officer
Champlain gained faster turnaround, consistent quality, and reduced compliance risk — without sacrificing the personalized reporting experience clients value.
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.
