Case Study

From Manual Mayhem to One-Click Reporting

How one asset manager gave control back to Marketing and Client Service—with zero disruption to clients

Results at a Glance

No more Excel-based reports. Internal spreadsheets are gone.
No more dependency on Portfolio Managers. Marketing and Client Service teams now own the reporting process.
No more duplication. A single workflow powers all deliverables—client reports, presentations, and database uploads.
No disruption. Clients continued to receive their reports, their way, without missing a beat.
What used to take days and multiple teams now happens with a few clicks—accurate, compliant, and consistent.

The Solution

They were missing internal deadlines, relying on too many people, and watching quality slip. What they needed wasn’t another tool—they needed a foundation that could support the volume and customization their clients expected.

They brought in Assette to rethink the entire process— from how data flowed into reports to who owned the content at the end.

Together, they:

Mapped every custom data element across internal systems
Built flexible, client-specific templates that Marketing and Client Service could own
Automated the full data flow—from ingestion to output, including Omni submission
Trained teams across departments to self-serve, without waiting on Portfolio Managers

The goal wasn’t just automation. It was autonomy—and it worked.

The Challenge

One mid-sized asset management firm was stuck in a familiar loop:

Quarterly and monthly reports were cobbled together using spreadsheets and slide decks
Data had to be pulled manually—from multiple systems, by different teams
Portfolio Managers were constantly tapped for client-specific inputs
Marketing materials were produced ad hoc, often outside the regular cycle, making consistency
a constant battle

On top of that, the team had to manually enter data into eVestment Omni. The process was slow, error-prone,
and often put them up against cutoffs and compliance stress. It wasn’t just inefficient—it was fragile.

“Assette gave us time back—and gave
the reporting process back to the
people who use it most.

VP of Marketing

$20B Asset Manager

From Manual Mayhem to One-Click Reporting

Results at a Glance

The Solution

The Challenge

See how Assette helps investment managers automate reporting and eliminate the “last mile” of manual effort.

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