How an $8B U.S. equity manager eliminated manual reporting steps, streamlined updates, and maintained a consistent client experience.
A West Coast equity manager sought to automate the final stage of its client reporting process — eliminating manual data handling and improving consistency across reports. 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.
After evaluating several automation vendors, the firm selected Assette for its ability to handle both automation and customization requirements.
Assette worked closely with the firm to design branded templates and integrate directly with its portfolio management system, eliminating manual data aggregation.
The firm’s reporting process required extensive manual effort.
Data from multiple sources had to be aggregated, re-entered into spreadsheets, and merged with narrative content before being exported as PDFs. This approach was slow, error-prone, and consumed valuable internal resources — a clear “last-mile” bottleneck that limited scalability.
“Assette was easy to implement and very responsive throughout the process. They’ve been proactive partners and helped us automate reporting without disrupting our client experience.
Partner and Director of Trading
The firm achieved a faster, more organized reporting process, eliminated manual work, and strengthened brand consistency.
Clients experienced the same high-quality, tailored reports — only delivered more efficiently.
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